Tools

SharePoint for ECM Planning Tool

This tool is a comprehensive checklist of detailed work items required to build and operate a content repository in SharePoint.

Enterprise Architecture Tool Selection

An excerpt from the Create and Manage Enterprise Data Models blueprint.

Enterprise Data Models

Use this Archi file in conjunction with the blueprint Create and Manage Enterprise Data Models.

Data Modeling Playbook

A step-by-step playbook to create your data models.

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.

Digital Risk Profile Tool

Use this tool to identify which risk categories are of primary concern to your organization based on your internal and external environment, as well as set of predefined...

Product Roadmap Tool

An optional tool to help you build out and visualize your first roadmap.

Product Backlog Item Prioritization Tool

An optional tool to help you capture your product backlog and prioritize based on your given criteria.

Service Desk Ticket Categorization Schemes

The Ticket Categorization Scheme provides examples of ticket categories to organize the data in the service desk tool and produce reports that help managers manage the...

Ticket and Call Quality Assessment Tool

Better data leads to better decisions. Use the Ticket and Call Quality Assessment Tool to check in on ticket and call quality quarterly and improve the quality of service...
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