Document Management & PDM-PLM
The Document Management Systems course offers complete training on document management and integration with PDM and PLM systems. Learn to manage, protect and optimize company documents with advanced DMS, ensuring security, GDPR compliance and process efficiency.
Course description
This course provides complete training on corporate document management, integrating PDM and PLM systems. Learn to manage the document lifecycle, from creation to secure storage, using advanced DMS and metadata to optimize classification and search, ensuring GDPR compliance. It also covers CAD history, ERP integration, and practical case studies to enhance document processes. Ideal for IT professionals, project managers, and managers.Main topics:
- definition of a document and the phases of the life cycle of a document
- definition of DMS, the functionality of a Document Management System and the distribution strategies that can be adopted
- definition of metadata, the categories into which metadata are divided and their use
- rules for producing documents and sharing them
- Data access and security management in a DMS
- Introduction to CAD and the acronyms used during the course
- Definition of PDM and PLM and their differences
- Workflow management or workflow. Possible integration between PDM or PLM and other company systems
- Enterprise PLM seen in a real example
Who is the course for?
Job opportunities and roles that benefit from this course
Production
- Electrical fitter
Design
- Documentarian and validator
- Ute hw electrical designer
- Electrical designer ute sw
- Mechanical designer
Sales
- Product manager
- Project manager
Course goals
Basic Concepts
Creating awareness of the importance of document management to protect a company's wealth of information and knowledge and understand the main functions of a Document Management System
DMS Rules and Potential
Gaining the knowledge to define document production and sharing rules and the potential of a DMS to safely manage data access
CAD PDM and PLM
Recognizing and understanding the main data management systems, the problems of managing CAD files and the advantages deriving from the introduction of PDM and PLM systems in the company
Workflow and Use Cases
Acquiring a basic understanding of workflows and analysis of a real case study of Enterprise PLM adoption
This course includes
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Examples of real business cases
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Course completion certificate
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Downloadable in-depth content
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Help desk support
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Access from mobile and tablet
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Comprehensive monitoring of educational progress
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Skills assessment test (mandatory)
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Intermediate assessment tests (optional)
Course completion certificate
After completing the course it is possible to obtain a downloadable certificate to display as evidence of the skills achieved. The certification can be combined according to company needs.
Course's lecturer
Isabella Lionello
- Management engineer
- IT Consultant
- Years of consolidated experience in ICT projects
Course's lecturer
Paolo Venturi
- Application/Technical PLM Architect and developer
- Multilingual, Dynamic, Software Development Processes, .NET Coding, SQL expert
- Solidworks PDM certified project manager
Course's contents
- Definition of document: Means for transferring knowledge and representation of relevant documents or data.
- Document life cycle: Phases through which a document passes from start to finish.
- Definition of document management: Administration of documents throughout their life cycle.
- Advantages of document management: Cost reduction, increased efficiency and security.
- DMS (Document Management System): Software to manage access, storage and sharing of documents.
- Fundamental requirements of a DMS: Scalability, flexibility, integration and legal compliance.
- Main features of a DMS: Electronic storage, organization, search and security.
- Differences between DMS and CMS: DMS manages documents, CMS manages contents.
- Document distribution strategy: Distribution methods based on formality and content sensitivity.
- Workflow: Document drafting, verification and approval process.
- Examples of approval flows: Approval flows at one or more levels.
- Definition of metadata: Structured system of data about data.
- Metadata categories: Descriptive, administrative and structural.
- Managed metadata: Link to a centralized glossary.
- What metadata is for: Facilitating the classification, archiving and search of documents.
- Metadata and Data Loss Prevention: Protection of confidential information.
- Metadata and content types: Organizing documents by content type.
- Examples of content types: Marketing and quality documents with related metadata.
- Information architecture: Design of information organization.
- Metadata and search: Advanced search methods using metadata.
- Metadata and workflows: Process automation based on metadata.
- Define document management rules: Standardize creation, approval and sharing.
- Define a documentation management model: Roles, responsibilities and workflow.
- Production of a document and standardization processes: Drafting methods and use of templates.
- Document templates: Standardized templates to standardize contents.
- Change history: Management of versions and change history.
- Document sharing methods: Email, document system and internal communication tools.
- Basic principles for the security of a DMS: Confidentiality, integrity and availability.
- Data access: Authentication and single sign-on.
- Permission levels: Definition of read, write and custom permissions.
- Example of access policy to project archives in SharePoint: Access management based on business processes.
- GDPR: Compliance with personal data protection regulations.
- Data retention: Document retention policies.
- DLP (Data Loss Prevention): Techniques to prevent data loss.
- Acronyms used and meaning: Definition of terms such as CAD, PDM, ERP, PLM, ALM, CRM.
- Introduction to CAD: History and development of CAD.
- History of CAD: Evolution of CAD software.
- Most used CAD: Common CAD software and their uses.
- Introduction to PDM: Management of technical product data.
- Advantages of PDM: Secure storage, regulated access and sharing.
- PDM Integration: Connection with other business systems.
- From PDM to PLM: Evolution towards product life cycle management.
- The future of PDM: Future trends and developments.
- Design Data Management / Collaborative PLM: Collaboration and management of design data.
- Workflow and collaboration between teams: Work processes and collaboration between different teams.
- Integration of PDM with other business systems: Connection with ERP systems and other applications.
- Practical examples of implementation and use of PDM and PLM in companies: Real case studies to illustrate the practical application.
Entry requirements
Access to any browser
PC / Tablet / Smartphone device
Internet connection
Documentation Area
Explore our customised training courses for the documentation area, designed to improve your document management and archiving skills. Tailor-made solutions for every professional need.
| Production | Document Management & PDM-PLM | Service Management | ERP and business organization |
| Electrical fitter |  |
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| Mechanical fitter | |
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| Machine tester | |
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| After sales inspector | |
Design Area
Discover our customised training courses for the design area, designed to sharpen your technical skills. We offer tailor-made solutions for every professional need.
| Design | Document Management & PDM-PLM | Project Management | ERP and business organization |
| Documentarian and validator | |
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| Ute hw electrical designer | |
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| Electrical designer ute sw | |
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| Mechanical designer | |
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| Sales | Document Management & PDM-PLM | Project Management | ERP and business organization |
| Product manager | |
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| Project manager | |
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| Area manager | |
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| Sales assistant | |
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| After sales assistant | |
