Information Management Project Toolkits

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

1 - 10 Results out of 14

How to be GDPR Compliant

This AIIM Toolkit was designed to help information professionals navigate the rules set forth by the General Data Protection Regulation (GDPR) that are now required across the European Union. You will learn how to assess and audit what you have, where Intelligent Information Management fits into your GDPR processes, how to manage consent requests and change management, and more.

How to Develop, Deploy, and Maintain a Business Classification Scheme (BCS)

This toolkit will walk you through the process for developing a business classification system for your organization.

How to Design, Develop, Deploy, and Maintain a Records Retention Program

This toolkit will provide organizations with the necessary tools to design, develop, deploy, implement and maintain a Records Retention Program helping to mitigate some risk.

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 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 Prepare for the CIP Exam

This comprehensive study guide was written to prepare candidates for the CIP exam. You will learn the foundations of Intelligent Information Management by exploring the five domains covered by the exam:

  • Creating and Capturing Information
  • Extracting Intelligence from Information
  • Digitalizing Information-Intensive Processes
  • Automating Governance and Compliance
  • Implementing an Information Management Solution

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 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 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 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.

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