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 Strategy Stakeholder Presentation

This template will assist you in consolidating the outputs of your completed activities throughout the Develop an ECM Strategy and Roadmap blueprint in a professional...

File Sharing: Risk or Remedy?

Due to the failure of traditional tools to meet their needs, many end users are pursuing ad-hoc adoption of file sharing services like Dropbox and Box. IT needs to...

ECM Governance Communication Tracking and Planning Tool

Use this template to document the communications related to the ECM governance program.

Do you have any details about online proctoring?

There are essentially two different forms of Online Proctoring: remote live proctoring and remote web proctoring. Determine what the vendors are currently offering and...

ECM Taxonomy Designer Tool

Use this tool to develop a content taxonomy and assign access permissions as part of your ECM strategy. The tool will assist you in defining level 1, level 2, and level 3...

ECM Governance Maturity Assessment

Use this tool to evaluate the maturity of your current ECM governance practices and determine your future-state capabilities.

Information Asset Audit Tool

Use this tool to compile the results of a comprehensive information asset audit after defining your information domains, project scope, and ILM operating model.

Project Metric Tracking Tool

Proper benefits tracking and monitoring plays a critical role in ensuring that expected benefits are realized after a project is implemented.

eDiscovery Procedure for Legal Search

Use this template to describe the activities and responsibilities required to effectively respond to a discovery request.
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