Get started

Get started

Bring yourself up to speed with our introductory content.

• How to build a successful paperless office strategy

  Shifting an organization to be a paperless office starts with finding the right tools to digitize content and establishing the strategy and processes that promote staff buy-in. Continue Reading

• How do electronic signatures vs. digital signatures differ?

  Many people think e-signature and digital signature are interchangeable terms, but an electronic signature differs from a digital one in critical ways. Continue Reading

• Quiz: Test your knowledge of information governance best practices

  As strict privacy laws challenge organizations, information governance is the answer. This quiz can help business leaders test their knowledge of information governance basics. Continue Reading

• 4 SharePoint migration tools to consider

  Moving years' worth of SharePoint data out of on-premises storage to the cloud can be daunting, so choosing the correct migration tool is an essential first step. Continue Reading

• What IT skills are required for e-commerce?

  While e-commerce involves a lot of marketing and sales, it also requires IT expertise to keep platforms running. Explore seven technical skills needed for e-commerce platforms. Continue Reading

• Definitions to Get Started

  • Microsoft SharePoint
  • workflow automation
  • content aggregator
  • search engine marketing (SEM)

  • paperless office
  • content management system (CMS)
  • web content management system (WCMS)
  • knowledge management (KM)

  View All Definitions

• The history and evolution of the paperless office

  From the advent of word processors to full-time remote work, the history of paperless offices reflects major technological innovations across the past four decades.Continue Reading

• Microsoft SharePoint

  Microsoft SharePoint is a document management and collaboration platform that helps a company manage archives, documents, reports and other content that is vital to its business processes.Continue Reading

• workflow automation

  Workflow automation is an approach to making the flow of tasks, documents and information across work-related activities perform independently in accordance with defined business rules.Continue Reading

• How to check and verify file integrity

  Organizations planning content migrations should verify file integrity and ensure files weren't corrupted in the move. File validation can keep critical data secure.Continue Reading

• 6 enterprise content management best practices for deployment

  A successful ECM deployment requires planning. Content managers should consider their organization's content lifecycle, security and compliance needs before deployment.Continue Reading

• How to choose an enterprise video content management system

  With more video content than ever, many organizations have adopted video content management systems. This comparison chart highlights five different vendors and what they offer.Continue Reading

• content aggregator

  A content aggregator is an individual, organization or tool that gathers web content and applications from different online sources for reuse.Continue Reading

• The role of artificial intelligence in the future of content

  AI will play a key role in the future of content, as it can simplify tasks, create new business apps and improve file storage. But these changes won't happen overnight.Continue Reading

• Content collaboration tools shift into hyperdrive

  Induced by the COVID-19 pandemic and hybrid workforce, collaborative content practices embrace advanced technologies, knowledge management, old visions and new realities.Continue Reading

• Tips and tools for remote content collaboration, deployment

  Organizations need remote content collaboration to ensure sensitive files and documents are secure, easily shareable among users and accessible as employees work remotely.Continue Reading

• 7 steps for ECM migration

  Organizations must know when to migrate ECM systems for up-to-date content storage and security. These steps reveal what companies must know and do for successful migrations.Continue Reading

• search engine marketing (SEM)

  Search engine marketing (SEM) is an approach to advertising that helps companies' content rank higher in search engine queries.Continue Reading

• paperless office

  The paperless office is an umbrella term for business practices that improve the workplace by reducing reliance on paper.Continue Reading

• Automated document management system tools transform workflows

  Advanced technologies, e-signature proliferation and COVID-19's impact are speeding the transformation from paper-based to automated document management processes.Continue Reading

• Learn the basics of digital asset management

  Digital asset management helps organizations manage rich media, which is essential for marketing pros. But organizations must consider the software's challenges before adopting it.Continue Reading

• How to choose the right document management system

  With numerous options to choose from, picking the right document management system for your organization depends on a careful examination of its tools and features.Continue Reading

• Follow 6 Power Apps best practices to build business apps

  While Power Apps is part of most Microsoft 365 subscriptions, some users may not know how to take advantage of it. Explore six best practices for Power Apps and how to get started.Continue Reading

• 12 advantages and disadvantages of video conferencing

  Remote work necessitates technological advances such as innovations in video conferencing software. Consider the business benefits and challenges of these tools.Continue Reading

• 7 Microsoft Power Apps benefits for content managers

  Microsoft Power Apps can improve the speed of app development and enable easier app creation, which can benefit organizations and business users with minimal technical skills.Continue Reading

• The top 5 video conferencing use cases

  Recruiting, training and collaboration are among the top video conferencing use cases for businesses, and they will remain so as the video market continues to expand.Continue Reading

• Is it legal to record virtual meetings and video conferences?

  Yes, it is legal to record virtual meetings. But, for ethical or legal reasons, remote workers shouldn't record them all. Learn when recording is and isn't appropriate.Continue Reading

• Explore this introduction to digital experience platforms

  Web experience management platforms and content management systems are morphing into digital experience platforms. This introduction to digital experience lays out the basics.Continue Reading

• 5 benefits of enterprise content management (ECM)

  ECM is a hefty investment, so it's a good idea to evaluate all the benefits before making a purchase. Understand how ECM benefits these five areas of business.Continue Reading

• content management system (CMS)

  A content management system (CMS) is a software application or set of related programs that help create and manage digital content.Continue Reading

• 7 key stages of enterprise content lifecycle management

  Content lifecycle management is where business process management, content and records management intersect. Learn more about this process and its key stages.Continue Reading

• web content management system (WCMS)

  A web content management system (WCMS) is a type of content management system (CMS) that provides an organization with a way to manage digital information on a website through creating and maintaining content without prior knowledge of web ...Continue Reading

• knowledge management (KM)

  Knowledge management is the process by which an enterprise gathers, organizes, shares and analyzes its knowledge in a way that is easily accessible to employees.Continue Reading

• enterprise document management (EDM)

  Enterprise document management (EDM) is a strategy for overseeing an organization's paper and electronic documents so they can be easily retrieved in the event of a compliance audit or subpoena.Continue Reading

• How to develop an ECM strategy and roadmap

  Without an ECM roadmap, an organization's strategy can get muddled and disorganized. Understand the steps and strategies to create an ECM roadmap with these tips.Continue Reading

• Compare information governance vs. records management

  Information governance focuses on the framework a business must follow for managing information, while records management focuses on the lifecycle of digital and physical records.Continue Reading

• 5 best practices to complete a SharePoint Online migration

  Moving from an on-premises system to SharePoint Online offers businesses new capabilities, such as Power Suite and site analytics. These best practices can help with migrations.Continue Reading

• 5 important questions to ask potential ECM solution partners

  It's critical to select the right enterprise content management partner, so Bob Estes has several questions CIOs should ask around cloud support, data protection, integrations and more.Continue Reading

• How automated content tagging improves findability

  Companies that use AI to automatically tag their metadata can improve findability of content across the entire organization. AI tagging vendors can help businesses get started.Continue Reading

• What is information management vs. knowledge management?

  There are some subtle differences between information management and knowledge management -- one focuses on processes while the other focuses on people.Continue Reading

• How businesses can best build a WordPress knowledge base

  A WordPress knowledge base can be useful for companies that want an easy-to-use and customizable product with many plugins that also connects with other systems.Continue Reading

• Content collaboration tools streamline digital media workflows

  Content collaboration reaches beyond the simple storage and sharing of files to promote better teamwork, easier content searches and smoother workflows.Continue Reading

• 8 electronic signature best practices to build in to your workflow

  Some tips to think about when creating an e-signing process include cataloging documents requiring signatures, building user stories and determining necessary software features.Continue Reading

• Test yourself on the differences between SharePoint and OneDrive

  Businesses use Microsoft SharePoint and OneDrive capabilities for a number of reasons. Test your knowledge on the differences between SharePoint and OneDrive.Continue Reading

• Microsoft MyAnalytics

  Microsoft MyAnalytics, formerly Delve Analytics, is an application designed to help employees and their managers gain insight into how workers spend their time, with the goal of optimizing tasks and making them more efficient.Continue Reading

• content sprawl

  Content sprawl is a condition of an organization’'s content assets in which proliferation and unmanaged growth have led to an unwieldy mass that is difficult to manage.Continue Reading

• What is a SharePoint document conversation?

  Businesses that move to SharePoint Online may not be making the most of the migration. One feature that is gaining popularity is SharePoint document conversations.Continue Reading

• 4 digital transformation terms to know

  As technology evolves, businesses have no choice but to follow. Digital transformations are inevitable in order to keep customers and employees satisfied.Continue Reading

• Microsoft Power Platform

  Microsoft Power Platform is a term used as a collective for three Microsoft applications.Continue Reading

• 5 tips to avoid content sprawl when using Microsoft Teams

  Businesses should heed this advice when rolling out Microsoft Teams to avoid content sprawl and ensure users can easily find the content they seek.Continue Reading

• AI optimizes content management workflows, personalizes CX

  AI is poised to revolutionize content management workflows, bringing order to enterprise documents, greater insights into unstructured data and delight to customers.Continue Reading

• 3 things to learn before considering blockchain integration

  Paul Swider, CTO at RealActivity LLC, discusses how to use blockchain technology to increase the security and usefulness of transaction software during a presentation at SPTechCon 2019.Continue Reading

• How can businesses use shoppable content?

  Shoppable content can be found within a number of digital experiences, including blogs, photos, videos, photo captions and social media. Here's what you need to know.Continue Reading

• 8 steps to building a website taxonomy

  Building a website taxonomy can help make website content better categorized and more easily searchable by users. Here are eight steps to building your own website taxonomy.Continue Reading

• Digital transformation technologies power CX makeovers

  Businesses use many tools to effect digital transformation. Learn how organizations use these tools to improve CX and digital experience, while getting a leg up on the competition.Continue Reading

• How do you choose an e-commerce platform to integrate with a CMS?

  Before choosing an e-commerce system, companies need to identify their business objectives and determine what capabilities they need to add to their CMS.Continue Reading

• What is the role of AI in enterprise search?

  Enterprise search employs AI to enrich content, identify objects and organization information, and its use is becoming mainstream in the corporate world.Continue Reading

• How can analytics improve content management?

  Analyzing customer data and behavior using tools such as Google Analytics provides content managers with insight into the kind of content that site visitors want.Continue Reading

• Business objects are the future of content services platforms

  The focus of enterprise content management must shift from a CSP-based approach to a business object services model in order to meet business needs.Continue Reading

• 5 unusual ways to use AI in content management

  AI offers great opportunity for enhancing enterprise content management. Here are some more unusual use cases for AI that businesses should also consider.Continue Reading

• OCR (optical character recognition)

  OCR (optical character recognition) is the use of technology to distinguish printed or handwritten text characters inside digital images of physical documents, such as a scanned paper document.Continue Reading

• E-commerce content management systems power personalization

  Today's customers expect an engaging, personalized experience, even when shopping online. Learn how an e-commerce-ready CMS can point enterprises in the right direction.Continue Reading

• 5 steps to integrate a content personalization engine into a CMS

  Customer experience is a top focus in the business world today, and personalized content can go a long way toward delivering that exceptional experience.Continue Reading

• digital workplace

  The digital workplace is the concept that businesses should use digital transformation (DX) to align technology, employees and business processes to improve operational efficiency and meet organizational goals.Continue Reading

• Content services and archiving records: It's complicated

  Content services complicate archiving. Microservices render records dynamically for many devices, while an archive should be a static rendering that outlives present data systems.Continue Reading

• 8 ways to make the most of OneDrive file sharing tools

  More and more organizations are using OneDrive for enterprise content collaboration. Read how Microsoft's collaboration tool can fit into your daily workflow.Continue Reading

• How do content managers deploy cloud content services?

  Using either integrated content tech stacks or separate applications with common APIs, cloud content services dip into data repositories and render content for disparate audiences.Continue Reading

• Personalized content solidifies the customer experience

  Today's customers expect customized, curated digital experiences. Learn how to deliver what customers need and stay ahead of the competition.Continue Reading

• Create a winning personalized customer journey

  Web content management platforms, customer data platforms and matchmaking can all help companies create and implement a personalized customer journey savvy consumers demand.Continue Reading

• right to be forgotten

  The right to be forgotten is the concept that individuals have the civil right to request that personal information be removed from the Internet.Continue Reading

• How to make an inevitable SharePoint 2010 migration painless

  Don't get caught off guard by Microsoft's eventual retirement of its SharePoint 2010 CMS. Prepare for the inevitable with these tips on the migration process.Continue Reading

• Test your knowledge of headless CMS

  Do you know the difference among traditional, decoupled and headless CMS? Test your knowledge of web content management systems with this quiz.Continue Reading

• digital customer experience delivery platform (DCED platform)

  A digital customer experience delivery platform is software that helps create, manage and measure cross-channel digital customer experiences.Continue Reading

• 5 crucial WCM capabilities you can't live without

  Web content management systems should be able to do more than create and publish web content. Use this checklist to ensure that your WCM system can keep up with today's content needs.Continue Reading

• digital experience (DX)

  Digital experience (DX) is the combination of interactions and overall sentiment that consumers have with an organization's digital touchpoints.Continue Reading

• Open source search engines attract developers

  The enterprise search market is evolving and offering new options, such as open source and AI. Discover the benefits of these platforms and how companies are using them.Continue Reading

• Microsoft Power BI

  Microsoft Power BI is a business intelligence platform that provides nontechnical business users with tools for aggregating, analyzing, visualizing and sharing data.Continue Reading

• How to set up SharePoint Online in 9 steps

  CIOs need to continually monitor and adapt to SharePoint Online's changes, avoiding common pitfalls to ensure a successful and effective rollout of the platform.Continue Reading

• Microsoft Flow

  Microsoft Flow, now called Power Automate, is cloud-based software that allows employees to create and automate workflows and tasks across multiple applications and services without help from developers.Continue Reading

• 5 tips for how to build a SharePoint intranet site

  While enterprise users can be hesitant to switch to a SharePoint intranet site, there are many steps that SharePoint administrators can take to control and curate the content that end users are exposed to.Continue Reading

• cloud content management

  Cloud content management is the process of collecting, delivering, retrieving, governing and managing information within a cloud-based hosting environment.Continue Reading

• content services platform

  A content services platform is cloud-based SaaS software that enables users to create, share, collaborate on and store text, audio and video content.Continue Reading

• Digital transformation benefits follow a not-so-fast track

  Choosing among the many digital transformation strategies in the content management sphere is not easy but can pay off when they're well-conceived and rolled out.Continue Reading

• Digital transformation hinges on information governance policies

  Data governance is an important part of any digital transformation plan. The trick is to lead with the governance tools that ensure the digitization strategy is a success.Continue Reading

• Is it easy to migrate from PerformancePoint to Power BI apps?

  Organizations like to use PerformancePoint as a way for users to interact with visualizations, but it doesn't work with Power BI apps, which can be a problem.Continue Reading

• e-signature

  An e-signature (electronic signature) is a digital version of a traditional pen and ink signature.Continue Reading

• SharePoint farm

  A SharePoint farm is a collection of servers that work in concert to provide a set of basic SharePoint services to support a single site.Continue Reading

• decoupled CMS (content management system)

  Pioneered, in the early 2000s, decoupled CMS is an approach to web application deployment for enhancing the performance and security of WCM systems.Continue Reading

• headless CMS (headless content management system)

  A headless content management system (CMS) delivers back-end capabilities for editing, organizing and storing all types of digital information, without regard to how that content is published, displayed or used.Continue Reading

• Microsoft Office Delve

  Microsoft Delve is a discovery and collaboration tool within Office 365 that uses machine learning to help users work more efficiently.Continue Reading

• digital asset management (DAM)

  Digital asset management (DAM) is a business process for organizing, storing and retrieving rich media and managing digital rights and permissions. Rich media assets include images, video, audio and other multimedia content.Continue Reading

• semantic network (knowledge graph)

  A semantic network is a knowledge structure that illustrates how concepts are related to one another and how they interconnect.Continue Reading

• Microsoft Sway

  Microsoft Sway is a presentation tool in Microsoft’s Office suite of its business productivity apps. Sway is designed as a more flexible tool that could...Continue Reading

• taxonomy

  Taxonomy is the science of classification according to a predetermined system, with the resulting catalog being used to provide a conceptual framework for discussion or analysis.Continue Reading

• SharePoint sprawl

  SharePoint sprawl occurs when end users create a new site to categorize content that could have been stored in an existing site, or categorize content poorly so it's difficult to find later on.Continue Reading

• information rights management (IRM)

  Information rights management (IRM) technologies help control, secure and manage content from unwanted access.Continue Reading

• Slack software

  Slack software is a cloud-based collaboration software suite. Originally founded in 2009 as a chat tool for a now-defunct gaming technology, Slack has gained currency among enterprises and is broadening into a collaboration platform with ...Continue Reading

• Microsoft PowerApps

  Microsoft PowerApps enables developers and nontechnical users to build mobile applications from selectable templates without having to know code, and to host these apps on Microsoft Azure.Continue Reading

• content-based security (asset-based security)

  Content-based security, also known as asset-based security, is a gerneral term for security features that are embedded within enterprise content. Content-based security is a departure from traditional enterprise content management security measures ...Continue Reading

• Microsoft Office 365 Groups

  Microsoft Office 365 Groups is a cloud collaboration feature for communication, coordinating group efforts and exchanging information.Continue Reading

• vanity URL (vanity uniform resource locator)

  A vanity uniform resource locator is a truncated URL that extends an organization's brand.Continue Reading