ECM Toolkits

ECM Toolkit:  Governance in SharePoint

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

ECM Toolkit:  Paper

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

ECM Toolkit:  Capture 2011

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.

 


ECM Toolkit:  Social Business

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.


 


ECM Toolkit: Records Management 2011 ed.

Carl Weise, Industry Advisor and Trainer at AIIM, offers his thoughts on managing information in organizations.  He discusses the need for centralized records management control, what information governance is, and how to make a successful transition.  Mr. Weise also tackles the subject of developing structure with the content created using E2.0 technologies—a topic many organizations are struggling with as they seek to implement social business practices.

Building on Mr. Weise’s discussion, we’ve included AIIM community expert opinions on current records management trends.

  • 8 Things You Need to Know to Manage the Explosion of Information
  • 8 Things to Consider when Developing an Information Retention Policy
  • 7 Steps for Records Managers to Become More Relevant
  • And More…

ECM Toolkit:  Preparing for an ECM Project

Recent research shows that up to 85% of ECM implementations do not meet the expectations of the organization.  In many of these cases, organizations have not fully prepared for the ECM project; neglecting to identify the true business requirements, address governance, establish taxonomic structure, and develop metadata and security models. As a result, they find themselves in a situation where the technology does not meet the need.

This toolkit will highlight expert ideas on successful planning steps for an ECM project:

  • Identify and document the real business requirements
  • Establish sound governance policies
  • Develop a taxonomic structure
  • Create and apply a controlled vocabulary
  • Design an appropriate security scheme

ECM Toolkit:  Going Paperless

The Paperless Office has been a topic of discussion since the 1970's, yet, rare in reality.  This compilation of articles talk about technologies that are helping people leave the paper mess behind.  From simple tools to an ECM implementation, learn about what your organization can do while saving money and time. 

Is the Paperless Office possible?  Maybe the debate shouldn't focus on a 100% paper free--but on a paper less office which is achievable today.  Read what experts say about your options now. 


ECM Toolkit:  Social Technologies

This compilation focuses how you can bring enterprise social technologies into your organization.  Set in three distinct sections, the first one is a collection of member’s best practices for planning and implementing an enterprise 2.0 strategy.   The second focuses on questions to ask your organization and your vendor when moving forward.  And the third compiles expert blogs centered on Enterprise 2.0.

 

 

Topics from the experts include:

  • When People Need to Change - The People Side of Enterprise 2.0
  • Ultimate Context - Social Business Processes
  • Social Content Governance
  • Enterprise 2.0 In a Small Company
  • And More…


ECM Toolkit: Records Management 2010

Records Management remains a key issue for organizations even after years of focus on the technology to help better manage paper and electronic records. Use this toolkit to get your records management policies and practices mapped to the strategic goals of your organization. Topics covered in this toolkit:

  • Best Practices for Electronic Records Management
  • Evolution of Records and Information Managment
  • Principles of Real-world Records Management
  • Automating Records Management
  • Records Management Maturity Model

ECM Toolkit:  Web 2.0
Web 2.0 is changing the face of the Internet and the way we interact. So what is Web 2.0? What is Enterprise 2.0? Understand the two and learn about how Web 2.0 technologies can help your organization deliver content more effectively and make it easier to network with colleagues.