Integrated management systems with digital working in the office with Microsoft 365

An integrated management system (IMS) combines methods and tools from different areas to optimize the use of synergies in companies. The course introduces the relevant knowledge for such integration. The Microsoft 365 apps will also be introduced. They ensure a smooth workflow: you can access your applications in the cloud from any device, anywhere. This can improve communication, collaboration and productivity within the company. You will also learn how artificial intelligence (AI) is used in the workplace.
  • Certificates: Certificate "Representative for integrated management systems"
    Certificate "Digital working in the office with Microsoft 365"
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 8 Weeks

Integrated management systems (IMS)

The Big Five – Overview of the Most Important Standards (approx. 1 day) 

ISO 9001, 14001, 27001, 45001, 50001

Harmonized Structure (HS) as the uniform basic structure of ISO management system standards

Non-ISO Standards for IMS

IATF, EMAS, MDR, etc.


Management System (MS) (approx. 4 days)

General Information on Management Systems

Components—Objectives, Processes, Resources, Performance Monitoring

The PDCA Cycle as a Continuous Improvement Process

Key Aspects of Standards

Relationships – Understanding and Implementing the Systems Approach

Harmonized Structure (HS) as a Further Development of the Previous High-Level Structure (HLS)

Process-Oriented Approach vs. Function-Oriented Approach

Challenges in Implementing Management Systems

Fundamentals – Purpose and Objectives of the Management System Standard (MSS)

Standard Applications and Requirements

Application – Implementation of Standard Requirements

Change Management and Demonstration of Effectiveness as Key Requirements of Modern Management System Standards


AI in the management system context (approx. 1 day)

Introduction to AI technologies

Possible applications in management systems (document control, risk analysis, audit support)

Opportunities, limitations and compliance requirements


Integration preparation (approx. 2 days)

Managing the integration

Defining the area of application

"Scope, context, interested parties

Scope of combined MSS or IMS

Planning the integration


Document Requirements (approx. 1 day)

Various MSS standards and other stakeholders

Options for Documenting an IMS

Documentation for Audit Preparation

Documented information as evidence of the effectiveness of processes and measures


Linking IMS and MSS Standards (approx. 1 day)

Structuring the IMS

Structuring the requirements of MSS standards

“Mapping” the requirements

Harmonized Structure (HS) as a common basis for consistent mapping


Integrating the MSS standards into the IMS (approx. 1 day)

Analyze gaps

Closing the gaps through further measures

Review the measures

Maintain and improve integration


Auditing the IMS (approx. 2 days)

Audit definitions, audit types and audit principles

Parties interested in the IMS audit

Requirements of different audits

Audits in companies

Audit program/audit plan

Audit questionnaire

Certification of MSS


IMS Certification (approx. 1 day)

Elements Eligible for Certification

Combined or Integrated Audit

Selection of certifiers

Application and Process

Take into account transition periods for standard revisions


Complexity of IMS (approx. 3 days)

Summary of All Content

Opportunities and Risks

Outlook and Discussion

Impact of current ISO standard revisions (Harmonized Structure, integration of climate change and sustainability) on existing IMS

Typical Communication Problems in Organizations

Roles, Responsibilities, and Authorities

Communication with Various Stakeholders

Communication Methods

Communication through documents


Project work (approx. 3 days)

To consolidate the content learned

Presentation of the project results

Digital working in the office with Microsoft 365

Microsoft 365 Overview (approx. 2 days)

The Philosophy Behind a Constantly Evolving Application

New Features of the Microsoft 365 License

Device compatibility across Windows, iOS, and Android

Differences Between a Service and a Desktop App

Microsoft 365 Compared to Other Cloud Services

Data storage and sharing in the cloud

Security and compliance features (e.g., data encryption)

Privacy in Copilot Chat


Benefits of Microsoft 365 (approx. 2 days)

Services and Local Apps 

User Interface

Account Management

Copilot Chat: Formulating Your First Prompts


Microsoft 365 Groups (approx. 1 day)

Groups as a central instance in Microsoft 365

Importance of Microsoft 365 groups for collaboration

Creating private and public groups

Shared mailboxes and calendars

Consequences of deleting groups


OneDrive - Cloud storage space (approx. 2 days)

Functionality and data protection

Upload and synchronize local files

Share files and monitor changes

Further editing in online versions of Word, Excel and PowerPoint

Permanent backup: version history of files


OneNote - notebook in the cloud (approx. 2 days)

User interface and area of application

Personal notebooks

Share information about users and devices

Protecting sections with a password

Differences and similarities between online and installed versions

Synchronization of OneNote notebooks


SharePoint - engine of the application (approx. 2 days)

Benefits and functions

tools

Work environment

Team and communication websites

SharePoint content

Synchronize SharePoint libraries

Sharing SharePoint sites, libraries, files and lists for joint and simultaneous use


Teams – More Than Just Meetings (approx. 2 days)

Corporate Communication

Chats for the Team

Create and Join a Team

Team Management

Schedule meetings in Teams

Schedule meetings from Teams or Outlook

Use meeting tools (meeting notes, whiteboard)

Paste a meeting transcript into Copilot Chat and have it summarized


Planner – Plan Ahead (approx. 2 days)

Small Projects and Initiatives

Monitor and delegate tasks

Get an overview with boards and diagrams

Pre-structure the task list with Copilot Chat and transfer the results to Planner


Overview - Other apps (approx. 2 days)

Extend Microsoft 365 with Visio and Project

Whiteboard - digital drawing board in the cloud

Power Automate - Workflow


Project work (approx. 3 days)

To consolidate the content learned

Presentation of the project results



Changes are possible, the course content is updated regularly.

Knowledge of at least one ISO management system and knowledge of Office applications are required for the course.

Upon completion of the course, you will have a basic understanding of the interrelated ISO standards and how they are integrated. You will be familiar with the fundamentals of management systems, have mastered the process-oriented approach, and understand the challenges involved in implementation. You will be able to plan, structure, and implement an IMS, effectively integrating various standards. You will also have expertise in auditing, certifying, and documenting IMS. With this knowledge, you can successfully introduce, audit, and continuously improve complex management systems within organizations. In doing so, you will also take into account the Harmonized Structure (HS) as the current framework for ISO management system standards.

You will also learn how to use Microsoft 365 and the associated apps. You will understand the connections and possibilities of working in the cloud, including data storage, security and data protection. You can decide which tasks you can do online and for which functions the familiar installed Office applications are better suited.

Office users who do not want to lose touch with the latest technologies and Microsoft 365 administrators who are responsible for managing the software and want to get an overview of the range of functions.

Numerous requirements and standards determine the everyday life of companies and make it difficult to reduce the internal administrative workload in order to achieve an increase in productivity and greater process efficiency. By creating an integrated management system (IMS), a standardized system can be used for different areas, thus reducing the complexity of processes and the internal administrative burden. Employees with the relevant expertise to set up such an IMS are in demand on the job market across all sectors in large and medium-sized companies.

Additional up-to-date Office skills and know-how with cloud applications enable you to work efficiently in your professional life and are in demand at companies in all industries.

Your meaningful certificate provides a detailed insight into the qualifications you have acquired and improves your career prospects.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge.

0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.

Contact

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.