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...


14 Steps to Enterprise Content Management Success

Managing Content Is HARD! You need to take the time to plan. And plan right.

Making an ECM implementation work requires planning and attention to detail. While this may look like any other technology implementation, it is not. ECM is a complex set of technologies that work together. The best way to create the right solution is to identify organizational goals and priorities. Common drivers include enabling easy access and retrieval of content, as well as, reducing risk and meeting regulatory requirements.


4 Business Drivers for Electronic Records Management

Business Records Have Value

Managing records shouldn't be viewed as "just another expense." Instead, view electronic records management as an opportunity. Download this paper and learn the 4 business drivers for ERM: compliance, continuity, effectiveness, and efficiency.


5 Questions About Managing Content in the Cloud

Avoid content silos and truly harness the power of the cloud.

With nearly 8 out of 10 people believing that the cloud will be THE deployment method of choice for IT, you can't afford to misunderstand the cloud. When it comes to migrating your content to the cloud, here are 5 questions to help you get it right. This short ebook will help you ask the right questions so that you effectively use the awesome power of the cloud.


Waste Disposal: Part of Information Governance Is Getting Rid of It

Everyone is an information steward.

Does your organization hoard or purge information?

Information is created and accumulates at eye-popping speed. But not all of this information is created equal. Proper information governance includes getting rid of information that no longer has any value to the organization. Simply put: you don't need to keep it all - and you shouldn't.


Enterprise Content Management in the Information Age

ECM can be costly, but what are the costs of not managing your content?

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).


It's Not an Oxymoron: Records Management With SharePoint 2013

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.


Build an Effective Social Business Strategy in 8 Steps

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.


Prepare Your Organization for Change

How well your employee’s adapt to and adopt a new technology initiative will determine how effect the plan contributes to boosting your company's productivity and bottom line. Learn how to accurately and effectively manage your organization’s content, and adapt to change with an enterprise content management strategy.


Get Records Management Governance Right in 12 Steps

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.


Control Your Information Domain with Governance in SharePoint

A successful implementation of SharePoint for Enterprise Content Management (ECM) requires a strategy and structure for how to share and manage information.  Governance, as it relates to information management, addresses how information is created and managed in the enterprise. Most organizations have some form of information governance in place, the question is how well can it be applied to your SharePoint environment.


Design a Successful Taxonomy in 9 Steps

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 organizations content.


Improve Co-Authoring and Collaboration in SharePoint

Organizations will succeed only when you encourage a collaborative environment in all aspects of information management. Learn ways to simplify business intelligence, content management, search and sharing in this FREE checklist.


Make Better Business Decisions With Capture

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 covert into meaningful insight that can improve your business.


Pave the Right BPM Cowpath

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.


Achieve Records Management Best Practices

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.


Conduct a Social Business Assessment

Effective management of business processes requires periodic assessment to determine whether goals and objectives are being met, and to take corrective actions where they are not. At the same time, one of the challenges organizations face as they implement social business processes and technologies is determining where to start. In both instances it makes sense to conduct some sort of formal, rigorous assessment to understand where the organization is for particular processes and how to improve them.


Unclog Your Business by Automating Content-Intensive Process

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.


Assess Scanning and Capture Requirements

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.


Automate ERM with SharePoint

Back in the era of SharePoint 2007, few people thought we’d be discussing records management with SharePoint 2010, let alone automating records management with it. Yet here we are with this very real possibility and two ways that we can achieve it. In this paper, we start by answering the question that is begged of ERM automation in SharePoint that most start with, namely, “is that even possible?” The short answer is... Yes. The long answer is, it must be planned and isn’t easy to establish, you need a good amount of knowledge up front, but an organization that plans will be served very well.


Develop Taxonomies to Support Navigation, Information Discovery, and Findability

Taxonomies are all about organization! With the business trend referred to as “Big Data” reminding us of the terabytes and petabytes of content that organizations have, the idea to organize this content and records for navigation, information discovery, and findability is critical for the success of businesses and government entities. This guide provides the direction for you to develop the different taxonomies that you need.


Support Collaboration and Social Business with ECM

Often, Enterprise Content Management (ECM) projects are mandated from above to address a business problem that has emerged or a perceived benefit that will be gained as a result of implementing ECM. At other times, ECM is a strategic directive focused on moving an organization in a new direction based on vision of what the organization could be like in the future. This is where we will often hear references to the use of ECM technologies in support of collaboration and social business initiatives. Organizations want to strengthen collaborative capabilities internally and expand interactions with clients through the use of social media tools. In either case, you will need to identify the organizational vision and goals, and current state problems in achieving those goals.


Use SharePoint as a Self-Help Knowledge Center

People have different styles of learning. The challenge of any new system, and SharePoint is no exception, is getting people comfortable enough that they will return, use it, teach themselves, and encourage others. By having a self-supported system, with access to online training materials for the basics, support/helpdesk calls are largely reduced. The other challenge is inspiring people to share what they learn with others and to document as they go. As with any acquired skill; we all forget very quickly how hard it was to begin, and how easy it became with time. Tools like wikis and FAQ forums all assist in capturing and sharing the knowledge from the whole team.