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:...

Content Retention and Disposition Schedule Template

This tool will help you develop a retention and disposition schedule for the information in your enterprise.

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,...

Right-Size the Governance Model for Your ECM Program

ECM success does not come out of the box with an ECM solution. Concerted efforts are required on an ongoing basis to establish, enforce, and improve standards and best...
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Information Curator

The role of an Information Curator is to ensure that all content is available for informational use within an organization allowing for information flow to maximize...

Right-Size the Governance Model for Your ECM Program – Phase 2: Determine Your ECM Governance Model

This phase of the blueprint, Right-Size the Governance Model for Your ECM Program, will help you construct the governance model, including structures, roles,...

Right-Size the Governance Model for Your ECM Program – Phase 3: Plan the Next Release of Your ECM Governance Model

This phase of the blueprint, Right-Size the Governance Model for Your ECM Program, will help you set the metrics and roadmap that will improve your ECM program over time.

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.

Effectively Use SharePoint as Your ECM Solution – Phases 1-3

Review the three critical phases of a successful SharePoint ECM project: governance, information architecture, and migration.
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