ECM Governance Maturity Assessment

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

ECM Governance Communication Tracking and Planning Tool

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

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:...

ILM Policy Need Identification Tool

Use this tool to track your ILM policy planning and development as part of the information lifecycle management project.

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.

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 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 Roadmap Creation Tool

Using a five-step process, this tool will assist you in creating a comprehensive roadmap that will address improvement opportunities and realize your visions for the...

Email Security Gateway Vendor Shortlist & Detailed Feature Analysis Tool

This worksheet allows enterprises to profile their email security gateway (ESG) requirements and generate a rank-ordered vendor shortlist from a fixed list of vendors....

Collaboration Solution Designer

The Collaboration Solution Designer assesses the needs and collaboration patterns of each workgroup in your organization and aggregates the results to provide an...
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