Tagged - document management

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

ECM Strategy Roadmap Creation Tool

Using a five-step process, this tool will assist you in creating a comprehensive roadmap that will address improvement opportunities and realize your visions for the...

ECM Content Audit Tool

Use this tool to conduct a content audit as part of your ECM strategy. The content audit will prepare you for the next stages of your information architecture planning:...

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design,...

ECM Strategy Change Register

Use this tool to document sources of change and identify approaches to change management for change initiatives relating to each ECM capability when building your ECM roadmap.

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...

Retention Schedule Template

Define policies around information retention and destruction in order to ensure compliance.

SharePoint Designer

The SharePoint Designer is responsible for implementing custom workflow, collaboration, and document management solutions in Microsoft SharePoint Server 2010 using a...

ECM Evaluation and RFP Response Tool

Keep vendor evaluations objective with Info-Tech's Enterprise Content Management (ECM) Evaluation and RFP response tool, and put hard numbers behind ECM vendor claims.

Electronic Document Management ROI Calculator

Return on Investment (ROI) calculations are an important part of any Electronic Document Management (EDM) deployment strategy. Pre-deployment ROI calculations outline...
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