Information Management Project Toolkits

Before you begin any information management project, consult AIIM's toolkits to understand what you need to consider to ensure your project's success.

1 - 10 Results out of 14

How to be GDPR Compliant

This AIIM Toolkit was designed to help information professionals navigate the rules set forth by the General Data Protection Regulation (GDPR) that are now required across the European Union. You will learn how to assess and audit what you have, where Intelligent Information Management fits into your GDPR processes, how to manage consent requests and change management, and more.

How to Set Up a Scanning Workflow

The steps in this toolkit will help you to establish a scanning operation, as well as how to prepare your documents for the scanning process.

How to Create a StratML Document

This toolkit will guide your through practical steps to convert your strategy and performance plans to StratML format so that you will be able to share your plans with greater ease.

How to Obtain User Acceptance

The steps in this toolkit provides practical tips on how to gain the acceptance from your users when implementing a new technology, process or any other change.

How to Draft a Request for Proposal (RFP)

This toolkit will help you to draft your requirements and request for proposal (RFP) to ensure that you select the appropriate technology for your organization.

How to Develop a Search Strategy and Support Team

A search strategy is needed to ensure that the resources invested in search technology and the people to support it are aligned. An effective search strategy and support team must be set in the context of the overall information management strategy of the organization.

How to Gauge Your Records Audit Readiness

Third party audits of records management policies, procedures, and technologies are important to demonstrate that the organization complies with the regulations, standards and best practices of the industry. 

How to Get Started With Content Analytics

This toolkit will help you to get started analyzing your data to be able to harvest the valuable nuggets of information from the vast amount of information in your organization’s systems.

How to Develop, Deploy, and Maintain a Business Classification Scheme (BCS)

This toolkit will walk you through the process for developing a business classification system for your organization.

How to Design, Develop, Deploy, and Maintain a Records Retention Program

This toolkit will provide organizations with the necessary tools to design, develop, deploy, implement and maintain a Records Retention Program helping to mitigate some risk.

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