Checklists and "How to" Guides on ERM, BPM, SharePoint, Taxonomies, Social Business, ECM, Collaboration, and Scanning/Capture

These FREE checklists and guides from AIIM will help you learn how to...


Jul 07, 2014
From the beginning of time, there has been a need to capture information for various reasons. We use the captured information to communicate, and share ideas and history with others, evolving from hieroglyphics to modern day content in both paper and digitally-born form. To manage the capture of paper-based information, imaging is the tool used to scan and connect the paper world of the past with the present. All of this effort in capturing and managing information revolves around the desire to organize and find those bits of information deemed to have business value.

Jul 07, 2014
Most business processes happen through serendipitous need. Action is needed, someone does something that works, and the organization accepts this as the way things should be done going forward. As such, many organizations do not fully understand how things happen nor have they considered alternative ways to improve their processes, especially in relation to their content and how it moves through the organization. In order to truly understand organizational processes and the impact they have with content or content with the process, you need to map the process and document the interaction with content.

Jul 07, 2014
Organizations need to take a holistic approach to managing their records and information. Policies and processes must address information across the whole enterprise. As email and instant messaging have come into extensive use, we have seen additional policies to support their usage. In the past few years, as social business has become very popular in organizations, we are seeing policies that cover social media that may very well address the use of Facebook, LinkedIn, Twitter, and other social media applications.

Jul 07, 2014
If your organization is like most, you've got bottlenecks in how your organization captures, accesses, and manages core business information. Get this checklist and learn how to streamline and re-engineer your processes with some powerful research results.

Jul 07, 2014
Companies run on information. Your customers' information enters your company from paper documents, email, fax, mobile, Web, social, and MFPs. Capture is no longer a take paper, insert in scanner, create document image process. Capture tools can now ingest data from multiple streams and convert into meaningful insight that can improve your business.

Jul 07, 2014
To remove inefficiencies with your business information you need to first have a process for identifying and then a plan for eliminating those gaps. Read this new checklist and learn how to successfully develop taxonomies with your organization's content.

Jul 07, 2014
In order to improve governance and minimize risk to your organization, you must have 100% adoption of records management policies from top level management to line of business employees. Everyone must play a part! Learn how to avoid unfortunate and costly non-compliance issues with this NEW ERM best practices checklist.

Jul 07, 2014
Can you share information without compromising security or control? All it takes is one rogue Twitter or Facebook post to deliver a significant blow to your brand image. While you can’t be cavalier about who says what in your organization’s name, neither can you lock down access to social media outlets. So what's the solution? Establish a social media policy to proactively guide your employees on leveraging social business while protecting your organization.

Jul 07, 2014
Records management in SharePoint is often considered a contradiction in terms. And setting up records management in SharePoint is certainly no task for the timid. But SharePoint 2013 provides significant upgrades to its native capabilities that provide organizations with effective records management functionality out-of-the-box.

Instead of asking whether SharePoint 2013 can manage your records, the better question for many organizations will be which approach to use: the SharePoint Records Center or in-place records management.


Jul 07, 2014
We are heavily into the information age. Information is a competitive advantage - to some organizations it's even a form of currency. Not managing information effectively isn't only irresponsible and reckless; it's also one of the dumbest non-decisions any organization can make today. It's an old mantra, but a true one: you need to provide the right information to the right person at the right time (regardless of where the information "lives" or what device is used to access it).