Tagged - ECM

e-Signature Detailed Requirements Worksheet

Tool to gather technical, business, regulatory, and records management requirements for e-signature service.

e-Signature Policy Sample

Use this sample policy document to provide clear and formal guidelines to users, stakeholders and technology support, including governance, responsibilities, purpose and...

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

Develop an Enterprise Content Management Strategy and Roadmap

The volume of content in organizations continues to grow exponentially. As a result, the need for an ECM strategy is increasingly apparent in organizations everywhere –...
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Develop an Enterprise Content Management Strategy and Roadmap – Phases 1-3

Develop an ECM strategy roadmap to enable your employees to work smart, not hard, by following Info-Tech's simple three-phase approach: scope, understand, and build.

SharePoint for ECM Planning Tool

This tool is a comprehensive checklist of detailed work items required to build and operate a content repository in SharePoint.

SharePoint for ECM Design Tool

This practical worksheet goes step by step through the important decisions you need to make to structure your content in SharePoint.

Effectively Use SharePoint as Your ECM Solution – Executive Brief

Read this quick introduction to Info-Tech's practical and tried approach to structuring Microsoft SharePoint for managing important content.

Effectively Use SharePoint as Your ECM Solution – Phase 2: SharePoint Information Architecture

Set the foundations for findability, compliance, and personalized user experience by organizing and labeling SharePoint content.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.
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