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 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.

e-Signature Detailed Requirements Worksheet

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

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...

Adopting e-Signature

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

Enterprise Content Management: Introduction

Use this blueprint as an introduction and guide to Info-Tech's best practices approach for modern enterprise content management (ECM).

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.

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...

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...
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