Insight

Learn how to:

Get a complete view of the customer -- and act upon it
Extract valuable business data to improve business decisions
Improve collaboration with customers, employees, and partners


141 - 150 Results out of 215

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 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 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 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 Implement ECM

    ECM, Enterprise Content Management, is the technologies used to capture, manage, store, preserve and deliver content and documents related to organizational processes. Implementing ECM can be a daunting task. This toolkit will help to make it a bit easier.

    How to Analyze Email Costs

    The steps in this toolkit will help you to gather the information you need to be able to analyze the current costs of email.

    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 Handle Data Breaches

    This toolkit will help you to establish a data breach management and notification process for your organization.

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