The ECM Toolkit

• ECM Definitions
• State of the ECM Industry - 2008
• Capture
• ERM System Developments
• Introduction to XPS
• Information Organization and Access
• Security Standards
• Email Management
• Business Process Management
• And More....

Capture 
Understand and explore the area of content capture.


Topics covered:

• Distributed Capture
• Scanning and Capture Technologies
• Determining the Return On Investment for Capture
• Planning Considerations for Image Capture--Technical Report:  ANSI/AIIM TR15-1997

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Email Management--2008 edition
Understand how to implement policies designed to ensure that the technology is used properly and that digital information is properly retained.


Topics covered:

• Email Management after the 2006 Amendments
• Email Management Compliance
• Channeling the Flood of Email
• E-Discovery
• Email Archiving
• Proper Care and Retention of Emails

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This collection provides guidance on the important decisions concerning archival, email management and retention as they relate to litigation issues.

Topics Covered:

• e-Discovery: Amendments to the Federal Rules of Civil Procedure (FRCP)
• The Prospects for Uniform e-Discovery Rules (Or Lack Thereof) Among the States
• What's The Difference?
• Email Management after the 2006 Amendments
• Wherefore ROI?
• FRCP: Discovery Obligations
• New e-Discovery Rules: the Good, the Bad, and the Ugly
• Staying Out of Court: Managing Email by Design
• Retaining Websites
• Records Management Goes Big Time
• The Retention Game
• Email Discovery: Tape Is Not Enough
• Primer: Amendments to the Federal Rules of Civil Procedure
• Industry Watch: Electronic Records Management: For Most, It's Still "Waiting for Godot"

This collection includes resources and tips on how to foster a collaborative work environment by implementing collaboration tools.

Topics Covered:

• The Art of Working Together
• Tracking Trends in Collaboration
• Really Simple RSS
• Synchronous vs. Asynchronous Collaboration
• Is Your Office Ready for Office 2.0?
• Electronic Collaboration and Records Management
• Talking About My Collaboration
• Sustaining Collaboration and Information Sharing
• Fundamentals of Collaboration Systems
• Secure Ad Hoc Collaboration
• Let's Work Together
• All Roads Lead to Collaboration
• Something Wiki This Way Comes
• Industry Watch: Electronic Communication Policies and Procedures

This toolkit provides tips for managing and publishing your organization's web content, and guidelines to the standards necessary for retention.

Topics Covered:

• Content Inventories and Content Delivery
• Managing Content on the Web
• Creating Personalized Content
• Data, Data, Everywhere Data: Metadata Standards
• Retaining Websites
• From E-forms to Xforms
• JSR170: Unlocking Enterprise Content
• Single Source, Multi-Channel Publishing
• The Business Case for WCM
• Web Services
• Enterprise Web Content Management: The Devil is in the Deployment
• Web Content Management 101

This toolkit includes resources on how to implement BPM tools from design to execution to management while improving business processes.

Topics Covered:

• BPM: Business Process Management
• Explaining BPM
• BPM Implementation Pitfalls
• People Improve Processes, Not BPM Tools
• Mind the Gap
• Stages for BPM Success
• Business Process Management: Design Tools (Part 1)
• Business Process Management: Execution (Part 2)
• Business Process Management: Management Tools (Part 3)
• Defining the Business Process for Workflow or BPM Engines
• BPM & SOA
• Empowering ECM with Rules-Driven BPM
• Service Oriented Architecture and Business Processes

Receive guidance on the important decisions concerning the necessary resources for a compliance-ready business.

Topics Covered:

• Compliance in the Era of Service-Oriented Architecture
• The Role of Business Rules Management in Ongoing Compliance Efforts
• Compliance & Enterprise Content Management
• Enterprise Compliance
• Compliance: A Quick Look
• Compliance: When Life Gives You Lemons
• Compliant Emails
• Learning the Compliance Lesson
• The Reality of Regulatory Compliance
• Building Compliant IT Systems
• Compliance Crazy
• Compliance and Standards
• Memo to CIOs: Don't Forget the Business Case for Compliance
• Compliance: It's Real, It's Relevant, and It's More Than Just Records
• Gauging Your Records Audit Readiness
• A Compliance Blueprint

This collection includes resources on how to implement policies and strategies designed to ensure that the right information is available when needed.

Topics Covered:

• Enterprise Search
• Content Classification
• Categorization and Clustering
• Fact and Entity Extraction
• Taxonomy Creation and Management
• Information Presentation
• Information Governance

The latest about records, retention efforts, and what mistakes you should try to avoid.

Topics Covered:

• The ABC's of Records Retention Schedule Development
• Retaining Websites
• Don't Forget the Paper
• Five Golden Rules of Records Management
• Records Management Mistakes to Avoid
• Federated Records Management-Prototypes and Vendor Hype
• Records Management Goes Big Time
• Records Management: What to do About it Now
• Instant Records
• Enterprise Records Management Grows Up-and Becomes an Infrastructure
• Records Management and IT: Bridging the Gap
• Gauging Your Records Audit Readiness

Resources on how to implement policies designed to ensure that email is used properly and that digital information is properly retained.

Topics Covered:

• Email: Corporate Friend or Foe?
• Email Discovery: Tape Is Not Enough
• Email Retention: Time for a New Approach
• Email Technology for Every Business Need
• Managing Email — Overview of Issues
• Create an Effective Electronic Messaging Policy
• Are You Saving The Right Emails?
• Storing and Managing Your Email Records
• The Knowledge Within Email
• Lifecycle Management of Email
• Electronic Communications Policies and Procedures
• Channeling the Flood of Email

Identify the important decisions concerning time, money, expertise, and risks that should be considered prior to initiating a conversion project.

Topics Covered:

• Are You In or Out?
• Turning the Queen Mary, Parts 1, 2, and 3
• Conversion for Customer Service
• To Scan or Not To Scan?
• Outsourcing — The Business-Critical Strategy
• Document Back-file Conversion Project Guidelines
• Imaging: 10 Keys to Success
• A Taxing Problem
• The On-Ramp to Effective Information Management

Industry Benchmarking Kit

Compare your organization's experiences with those of other leading end-users.

• Current State of Information Management Compliance
• Back to Basics: The Search for Efficiency and Compliance
• Managing Email in the New Business Reality
• Banking on Document Access
• Anything Goes
• Can I Get a Second Opinion ?
• Distributed Document Delivery
• Express Results

Regulatory Roadmap

Help your organization stay out of trouble by staying up-to-date on the latest government regulations and requirements.




Topics covered:

• The Compliant Organization
• Are you Saving the Right Emails
• Create an Effective Electronic Messaging Policy
• Who is Covered By HIPAA
• DOD 5015.2: An Overview
• Sarbanes-Oxley Compliance: Focus on Processes, Not Just Data
• A New Privacy-Centric Business Imperative
• Sign on the (Digital) Dotted Line
• A Compliant Information Management Program
• Enforcing Corporate Compliance
• Protection and Security of Your Digital Content

• Changes in Accountability
• Enterprise Content Management: The Devil is in the Deployment
• Specifying Requirements
• Security in Motion
• The New Scope of Business Continuity
• From Threat to Opportunity
• Storing and Managing Your Email Records

• Planning for an Enterprise Content Management System
• Developing RFP Guidelines For an Enterprise Content Management System
• Processing Unstructured Documents: Challenges and Solutions