As organizations move away from manual, paper-based registries, the ability to automate how records are captured, classified, stored, and retrieved has become a core competency for support and records staff. This course on Automation in Records Keeping equips you with practical skills to digitize records, apply electronic document and records management systems (EDRMS), set up automated workflows and retention rules, and use technology to improve accuracy, accessibility, and compliance. You'll learn how to reduce manual effort, eliminate duplication, and build reliable, audit-ready records systems that scale with your organization's needs.
As organizations move away from manual, paper-based registries, the ability to automate how records are captured, classified, stored, and retrieved has become a core competency for support and records staff. This course on Automation in Records Keeping equips you with practical skills to digitize records, deploy and manage Electronic Document and Records Management Systems (EDRMS), configure automated capture, classification, and retention workflows, and apply technology to improve accuracy, accessibility, and compliance. Through hands-on guidance you'll learn how to reduce manual effort, eliminate duplication, strengthen security and audit-readiness, and build records systems that scale with your organization's needs. By the end of the course you'll be able to lead or support the transition from manual registries to efficient, automated, and compliant records environments.
This program is delivered through a blend of expert-led instruction, structured group exercises, real-world case studies, and individual reflection. Cohorts are kept deliberately small to ensure every participant receives the attention they need to translate concepts into competence.
Each cohort is carefully designed to produce measurable, applied outcomes. Here's what makes this program stand out.
Learn to automate the capture, classification, indexing, storage, and retention of records, reducing manual effort and human error across the full records lifecycle.
Gain practical skills to select, configure, and administer Electronic Document and Records Management Systems (EDRMS) and digitize existing paper-based registries.
Understand how to build automated retention schedules, access controls, and audit trails that keep your organization compliant with legal and regulatory requirements.
Discover how automation eliminates duplication, accelerates retrieval, and protects sensitive records through secure, controlled, and traceable digital workflows.
This program is designed for professionals who fit one or more of the profiles below. If you're not sure whether it's right for you, talk to one of our advisors.
By the time you complete this program, you'll have developed concrete, applicable competencies, not just theoretical knowledge.
Each program is run as either an open-enrollment cohort with published dates, a group cohort for a single client organization, or a fully customized engagement.
1-week crash and 2-week immersive options. Customized engagements can run from 3 days to 4 weeks.
Nairobi, Mombasa, Dar es Salaam, Johannesburg, Charlottesville, and Dubai. On-site delivery available globally.
Capped at 25 participants per cohort to maintain participant-centered dynamics and individual feedback.
Verifiable Excel Trainings certificate with a unique 7-character code, confirmable via our public verification portal.
The instructors were very clear and made every session interactive. I came away with a toolkit I started using the very next week.EM Eliud MutuaPast program participant
The case work was the best part. Our cohort spent two days on a real procurement scenario and the recommendations we built are now informing live policy.WK Wanjiku KaranjaProgramme Manager · Development NGO
I'd done other executive programs before, but this one stuck. The post-program advisor check-in 30 days later genuinely held me accountable to apply what I'd learned.SM Samuel TettehESG Lead · Listed Corporate
If you have 8 or more participants, we can deliver this program as a private cohort, co-designed with your subject matter experts and run at your preferred location, locally or internationally.