AIIM Toolkits

Before you begin with any information management project, consult AIIM's industry toolkits to understand what you need to consider to ensure your project's success.  

1 - 10 Results out of 20

How to Build a Global Records Program

Find step by step guidance to help you craft a global records initiative, identify your requirements, and develop a global records retention schedule.

How to Determine the Right Type of Taxonomy for Your Business

In order to reap the value of information, we need to be able to access it quickly and easily. Taxonomies provide us with a logical structure for organizing our information, thereby making it quicker and easier to locate and use.

How to Develop an ECM Strategy

The program strategy will outline the types of activities necessary to fulfill the mission of the program.

How to Do Business Process Modeling Notation

BPMN, Business Process Modeling Notation, is a way of graphically describing a business process in a standardized way that can be interpreted easily by many groups of people within the organization. It provides an organization a common representation with which to examine their processes, to make improvements and even to simulate and gauge the effects of those improvements.

How to Start Planning Capture 2.0

We are experiencing an explosion of data. More data is created in a few hours than had previously been created since man started creating data. The sheer quantity of data is overwhelming us and it is not going to let up any time soon.

How to Plan Your Digital Workplace

The digital workplace is a challenge given that there are so many technologies available both as on-premises and as cloud or SaaS applications. To make matters more challenging, today’s worker is not only using technology at work but also at home and in many cases the technology they are using at home is far superior to the technology they have to use in the workplace.

How to Automate Records Capture and Classification

Capture is what takes place to get documents that are considered important into an ERM or ECM system. Scanning or digitizing the information is what happens to capture information for our information systems. Information that was originally created in digital format can through diligent management of the information, be incorporated into the information systems. 

How to Best Use File Sync and Share with Many Users and Documents

In order to get the most out of cloud based collaboration platforms, it is important to draft a plan as to how your organization will use the cloud to store its documents. This toolkit works you through a process to develop the plan for using collaboration platforms with many users and many documents. 

How to Clean File Shares

File Shares pose a unique records and information management challenges as they are collaborative in nature, have numerous stakeholders and limited metadata.

How to Create a File Plan in SharePoint 2013

Get guidance on how to establish a file plan to ensure effective records management in your SharePoint 2013 implementation.

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