Effectively Use SharePoint as Your ECM Solution – Phase 3: SharePoint Migration Planning

Each situation is different. Use the migration options and sample plans to decide which transition option works best for your project.

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 – 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.

Effectively Use SharePoint as Your ECM Solution – Phase 1: SharePoint Governance

Ensure that user experience drives the SharePoint solution by assembling decision-making and communication channels.

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.

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.

ILM Program Stakeholder Presentation Template

Use this template to provide a comprehensive stakeholder presentation of your ILM program plans.

Embrace Information Lifecycle Management in Your ECM Program – Phase 3: Implement and Operationalize Information Lifecycle Management

This phase of the blueprint, Embrace Information Lifecycle Management in Your ECM Program, will help you bring your ILM program to life with best practices for governance...

Information Classification Scheme Policy

Use this template to document the key elements pertaining to the information classification scheme that sits at the core of your information lifecycle management program.
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