ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

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.

Adopting e-Signature

Organizations are expected to offer digital, self-serve experiences, including approving important transactions, especially with modern businesses embracing flexible work...

Adopting e-Signature – Phases 1-3

Find the right electronic signature solution for your digital records and contracts processes. Learn about the regulatory and technical things to think about when ensuring...

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...

Give Your Enterprise Content the Retail Experience: Use Retail Marketing Concepts to Design Intuitive ECM

​Modern enterprise content is designed to be business-driven and managed. Enterprise content management (ECM) supports effective information management, which is vital to...

Give Your Enterprise Content the Retail Experience: Use Retail Marketing Concepts to Design Intuitive ECM Presentation

​Modern enterprise content is designed to be business-driven and managed. Enterprise content management (ECM) supports effective information management, which is vital to...

Embrace Information Lifecycle Management in Your ECM Program – Phase 1: Establish the Information Lifecycle Management Foundation

This phase of the blueprint, Embrace Information Lifecycle Management in Your ECM Program, will help you create the core components that guide the rest of your ILM project...

Right-Size the Governance Model for Your ECM Program – Executive Brief

Read this Executive Brief to understand why policies and systems won't be enough to ensure ECM success today, and review Info-Tech's approach to establishing a right-sized...
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