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 12

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 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 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

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 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 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 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 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.

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