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 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 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 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.

    How to Set Up a Scanning Workflow

    The steps in this toolkit will help you to establish a scanning operation, as well as how to prepare your documents for the scanning process.

    How to Create a StratML Document

    This toolkit will guide your through practical steps to convert your strategy and performance plans to StratML format so that you will be able to share your plans with greater ease.

    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 Obtain User Acceptance

    The steps in this toolkit provides practical tips on how to gain the acceptance from your users when implementing a new technology, process or any other change.

    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 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. 

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