Information Domain Prioritization Tool

Use this tool to determine the scope of your ECM governance program by assessing the value and risk of your information domains.

e-Signature Detailed Requirements Worksheet

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

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.

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.

Information Classification Scheme Creation Tool

Use this tool to create, develop, and refine an information classification scheme that reflects the complexity and security requirements of your information assets.

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 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 Metrics Planning Tool

Use this tool to capture the metrics that will be used to measure the performance of your ECM program and actions in response to measurements.

ECM Governance Roadmap Tool

Use this tool to determine the work initiatives you will use to build and maintain your ECM governance program, and plot the initiatives in a comprehensive 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...
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