Enterprise Information Management

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SharePoint Policy Template Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.
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.
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.
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).
Run Better Meetings The pandemic introduced many to the importance of running meetings well, whether they are held in person, remotely, or in a hybrid delivery model. You have an opportunity...
Run Better Meetings – Executive Brief Meetings are hard enough when everyone is in person, never mind when they're virtual or hybrid meetings.
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...
Meeting Challenges and Best Practices Identify your organization's key meeting challenges and best practices to fix them.
Communications Guide Poster Template Use this poster as a visual aid to guide users toward the best communication channel for different message types.

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