ECM ToolKits

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The name “case management” is used to talk about an approach that supports the knowledge worker, without requiring that the work be constrained to a set of pre-defined actions. This is technology for the rest of us: managers, decision makers, executives, doctors, lawyers, campaign managers, emergency responders, strategists, and many others who think for a living. It is for people who figure out what needs to be done, at the same time that they do it.


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Understand the bigger picture of big data and receive actionable and achievable advice on how to develop your organization’s own big data story. 

Gain from this toolkit:

  • Key elements of big data
  • Case Studies
  • A Big Data Framework
  • Best of AIIM’s Expert Advice, Webinars, and Independent Research on big data

 


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Understand Cloud Content Management

Bud Porter-Roth, Consultant at Porter-Roth Associates, focuses on the following as it relates to cloud-based technologies, applications, and services:

  • Document Imaging/Capture
  • Electronic Document Management/Collaboration
  • Records Management
  • Workflow

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This toolkit was specifically created to help guide you, simply and effectively, through the process of establishing SharePoint Governance and creating your SharePoint Governance Plan. 

What is in this Toolkit?

  • The AIIM SharePoint Governance Model Overview Video
  • The AIIM SharePoint Governance Model Overview eBook (over 100 pages)
  • The AIIM SharePoint Governance Plan Template
  • SharePoint Governance Worksheets, Templates, & Visuals from AIIM
  • Several Suggested SharePoint Worksheets from Microsoft (with links for most up to date versions)

 


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This toolkit will help you understand

  • What Big Data means
  • What are the distinctions between content analytics, business intelligence, and big data
  • What has to be examined before moving forward
  • How information extraction and information enrichment works
  • How to evaluate the quality of the data

Feature article, How Content-Analytics can help Big Data by Johannes Scholtes, Chief Strategy Officer at ZyLAB, discusses not only content-analytics methods, but also how to evaluate their overall quality and implement them into a defensible process to control the risks of Big Data as well as harness its predictive power.

Access expert advice, webinars, presentations, and research on Big Data – Download your member toolkit today.


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Gathering advice from industry experts, this toolkit tackles the following real life scenarios:

  • We think process automation/workflow might be good for us, but how do we target the right process?
  • We understand our process requirements, what user elements should be considered as well before investing?
  • We get mobile technologies are important, but what are the opportunities there?
  • We are ready to move forward; what questions should be addressed when forming an enterprise mobile strategy?

If your organization is at any of these stages in their advancement toward automation and mobilization, access this toolkit for advice. 


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Gathering advice from industry experts, the toolkit discusses the need for governance and information architecture in SharePoint and how to move forward in your planning. 

Features include:

  • Feature Article:  The Ins and Outs of Fundamental SharePoint Information Architecture Design
    Expert opinions on Taxonomy, Information Architecture and Governance in SharePoint
  • SharePoint Best Practices
  • Webinars
  • SharePoint 8-things eBook
  • Free AIIM Training Module on SharePoint Architecture and ECM

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Save Money and Time by Going Paperless.

Research shows that we will have close to 10x more information in 2011 compared to 2006, which means that organizations with paper based processes and archiving will drown in paper.  AIIM’s toolkit allows you to build a business case for more efficient, cost saving, paperless practices.  Learn the best practices for going paperless, discover how much people have saved in their conversions, and calculate how much you can save. 

AIIM’s 2011 Paper”less” Toolkit includes:

  • Expert Opinions
  • Listings of Case Studies, White Papers, and ROI Calculators
  • Webinars

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This toolkit collection features Pam Doyle's, past AIIM Board Director and Director of Imaging Products Group at Fujitsu report, "Document Imaging Trend Report - Distributed Capture."

In Ms. Doyle’s report, she argues that distributed capture reduces the cost of transporting documents to a central scanning department and ensures that the documents are captured as they enter the organization. To help illustrate her argument, Ms. Doyle includes a case study to address the benefits and return on investment.

The feature article is followed by additional material to help one define best capture processes for their organization:

  • Several expert blogs written by AIIM professionals
  • AIIM’s Checklist for Optical Character Recognition
  • AIIM’s User Guide for Document Imaging in SharePoint
  • And past capture industry reports and presentations.

 


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Organizations have begun to move from experimenting with social technologies to incorporating them into key business processes. Doing so effectively requires more than just setting up accounts on commercial services like Facebook or Twitter or simply buying and implementing enterprise social technologies.  Instead, organizations must transition from forcing these technologies to their 1.0 business processes and embrace a more collaborative, more open, and more flexible way of working. In other words, they must embrace social business practices.

AIIM’s  toolkit gathers its research and tools on Social Business in one place to help you start building your own social business plan. Jesse Wilkins, Director, Systems of Engagement for AIIM, has written the feature article giving background on this new movement, its benefits, and the question of records management in a 2.0 environment.