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How to Develop an ECM Strategy

The program strategy will outline the types of activities necessary to fulfill the mission of the program.

How to Do Business Process Modeling Notation

BPMN, Business Process Modeling Notation, is a way of graphically describing a business process in a standardized way that can be interpreted easily by many groups of people within the organization. It provides an organization a common representation with which to examine their processes, to make improvements and even to simulate and gauge the effects of those improvements.

How to Start Planning Capture 2.0

We are experiencing an explosion of data. More data is created in a few hours than had previously been created since man started creating data. The sheer quantity of data is overwhelming us and it is not going to let up any time soon.

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 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 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 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.

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