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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 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...

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:...

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design,...

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 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...

IAM Procurement Project Charter Template

Ensure proper project management and stakeholder support from the start of your project by properly planning and scoping your identity and access management solution.

IAM Use-Case Fit Assessment Tool

This tool asks a series of targeted questions that will help you determine the use-case scenarios that align with your organization's specific requirements for identity...

IAM Vendor Shortlist & Detailed Feature Analysis Tool

This tool allows enterprises to profile their identity and access management requirements and generate a rank-ordered vendor shortlist from a fixed list of vendors.

IAM System RFP Template

A request for proposal is a formal invitation issued by a business or agency requesting interested vendors to submit written proposals meeting a particular set of...
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