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 26

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 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.

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 Make a Process Paper Free

The steps in this toolkit will help you to examine your paper business processes and remove the paper and manual steps to prepare them for automated workflow improvements.

Back to Top Back to Top