ECM Inventory and Audit Tool

Author(s): Ryan Smith, Jessica Jenkins

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Use this tool to conduct a content audit as part of your enterprise content management (ECM) implementation. The content audit will prepare you for the next stages of your information architecture planning, including structuring the decision of which content to maintain in its current location, which to migrate to a new location, and which to purge altogether, as well as informing the taxonomy or site design.

This tool will take you through the following steps:

  1. Compile content inventory.
  2. Conduct content audit.
  3. Plan content migration.
  4. Plan content purge.
  5. Plan content transformation.
  6. Maintain content registry.

Use this template in conjunction with Phase 3: Plan Your ECM Implementation of the blueprint, Select and Implement an Enterprise Content Management Solution.

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