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.  

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How to Prepare for the CIP Exam

The CIP Study Guide is designed to provide candidates with a thorough review of the domains and topics represented on the CIP exam. It has been completely rewritten to reflect changes made to the CIP exam in 2016 and also includes references and information on how to register for the exam. 

  • Creating and Capturing Information
  • Organizing and Categorizing Information
  • Governing Information
  • Automating Information-Intensive Processes
  • Managing the Information Lifecycle
  • Implementing an Information Managment Solution
  • How to Implement ECM

    ECM, Enterprise Content Management, is the technologies used to capture, manage, store, preserve and deliver content and documents related to organizational processes. Implementing ECM can be a daunting task. This toolkit will help to make it a bit easier.

    How to Analyze Email Costs

    The steps in this toolkit will help you to gather the information you need to be able to analyze the current costs of email.

    How to Draft a Request for Proposal (RFP)

    This toolkit will help you to draft your requirements and request for proposal (RFP) to ensure that you select the appropriate technology for your organization.

    How to Handle Data Breaches

    This toolkit will help you to establish a data breach management and notification process for your organization.

    How to Create a Defensible Disposition Strategy

    A Defensible Disposition Strategy is a part of the overall Information Governance in place in organizations and a natural stage of the information lifecycle. 

    How to Develop a Data Privacy and Protection Map

    An ESI data map can help to track the private and sensitive information your organization collects and stores. Use the steps in this toolkit to develop your data map.

    How to Develop a Search Strategy and Support Team

    A search strategy is needed to ensure that the resources invested in search technology and the people to support it are aligned. An effective search strategy and support team must be set in the context of the overall information management strategy of the organization.

    How to Gauge Your Records Audit Readiness

    Third party audits of records management policies, procedures, and technologies are important to demonstrate that the organization complies with the regulations, standards and best practices of the industry. 

    How to Get Started With Content Analytics

    This toolkit will help you to get started analyzing your data to be able to harvest the valuable nuggets of information from the vast amount of information in your organization’s systems.

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