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.

Communications Guide Poster Template

Use this poster as a visual aid to guide users toward the best communication channel for different message types.

Run Better Meetings – Phases 1-3

Hybrid, virtual, or in person – set meeting best practices that support your desired meeting norms. Begin to run better meetings by identifying your meetings' current...

Run Better Meetings – Executive Brief

Meetings are hard enough when everyone is in person, never mind when they're virtual or hybrid meetings.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

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 2: SharePoint Information Architecture

Set the foundations for findability, compliance, and personalized user experience by organizing and labeling SharePoint content.

Build a Digital Workspace Strategy

The most important aspect of implementing a digital workspace is organizational change management. To truly take advantage of these advertised benefits, IT needs a...
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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.

Effectively Use SharePoint as Your ECM Solution – Executive Brief

Read this quick introduction to Info-Tech's practical and tried approach to structuring Microsoft SharePoint for managing important content.
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