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Bring yourself up to speed with our introductory content.
Get started
Bring yourself up to speed with our introductory content.
What is a records retention schedule?
A records retention schedule is a policy that defines how long paper and electronic content must be kept and provides disposal guidelines for how those items should be discarded. Continue Reading
What is Microsoft SharePoint and its important features?
Microsoft SharePoint is a document management and collaboration platform that helps organizations oversee, control and work with archives, documents, reports and other content that is vital to their business processes. Continue Reading
What is Hootsuite?
Hootsuite is a social media management platform that helps organizations deliver enhanced social media experiences to their customers at every stage of the customer journey. Continue Reading
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What is digital experience (DX)?
Digital experience (DX), also known as 'digital user experience' (UX), is the take-away feeling an end user has after an experience in a digital environment or with a digital technology or device. Continue Reading
How to take advantage of Copilot for SharePoint
Copilot -- Microsoft's AI chatbot tool -- works in several other apps, including SharePoint. Together, Copilot and SharePoint can simplify site and content creation. Continue Reading
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Definitions to Get Started
- What is a records retention schedule?
- What is Microsoft SharePoint and its important features?
- What is Hootsuite?
- What is digital experience (DX)?
- What is a content management system (CMS)?
- enterprise search
- enterprise document management (EDM)
- Slack software
4 information governance challenges and how to overcome them
Organizations often neglect information governance in favor of more revenue-generating initiatives. This leads to challenges with information growth and fragmented systems.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
7 steps to migrate ECM systems to the cloud
Enterprise content management systems can become outdated, prompting a migration to cloud-based options. Follow these seven steps to ensure a smooth migration.Continue Reading
What is a content management system (CMS)?
A content management system (CMS) is a software application that lets users create, edit, collaborate on, publish and store digital content.Continue Reading
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How to develop an ECM strategy and roadmap
Deploying an enterprise content management system requires careful forethought. Before implementing an ECM platform, enterprises should follow these steps.Continue Reading
How to create a knowledge-sharing culture
With more access to knowledge across an organization, employees are more collaborative, more engaged and better performing -- and are eager to share these skills with their peers.Continue Reading
The 7 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
5 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
enterprise search
Enterprise search is a type of software that lets users find data spread across organizations' internal repositories, such as content management systems, knowledge bases and customer relationship management (CRM) systems.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
Test your headless CMS knowledge
Do you know what headless content management systems are, how they work and when organizations should consider using them? Test your knowledge of headless CMSes with this quiz.Continue Reading
9 SharePoint best practices
The breadth of SharePoint's features can make it a challenging tool to implement and maintain. These best practices can keep content managers on track.Continue Reading
Slack software
Slack software is a cloud-based messaging application that enables the personnel in an organization to connect and collaborate.Continue Reading
knowledge management (KM)
Knowledge management is the process an enterprise uses to gather, organize, share and analyze its knowledge in a way that's easily accessible to employees.Continue Reading
What is a SharePoint document conversation?
SharePoint's document conversation features have evolved from in-document chats to Viva Engage posts. Learn what a document conversation is and how it can engage employees.Continue Reading
Microsoft Power BI
Microsoft Power BI is a business intelligence (BI) platform that provides nontechnical business users with tools for aggregating, analyzing, visualizing and sharing data.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
What is the role of generative AI in enterprise search?
Enterprise search employs AI to enrich content, identify objects and organize information. Yet, the rise of generative AI is likely to transform these processes even further.Continue Reading
What does a knowledge manager do?
Knowledge managers use technical skills to maintain knowledge base software and interpersonal skills to encourage employees to share best practices with each other.Continue Reading
content analytics
Content analytics, also known as content intelligence, is the process of measuring and analyzing how users interact and engage with digital content.Continue Reading
white hat link building
White hat link building is a search engine optimization (SEO) technique for increasing the number of high-quality backlinks to a webpage.Continue Reading
7 records management systems to consider
Top records management systems like Box, DocuPhase, Laserfiche and SharePoint can help organizations store important documents and automate retention schedules.Continue Reading
semantic network (knowledge graph)
A semantic network is a knowledge structure that depicts how concepts are related to one another and how they interconnect.Continue Reading
An overview of Microsoft SharePoint
Microsoft offers on-premises and cloud versions of SharePoint to help organizations manage content. Core capabilities include collaboration, automation and data protection.Continue Reading
SharePoint administrator
A SharePoint administrator is the person who oversees an organization's installation and operation of the Microsoft SharePoint collaboration and content management platform.Continue Reading
Best practices to create accessible documents
Anyone who creates content can make documents accessible for people who use assistive technologies. These best practices lay out how to ensure content is accessible.Continue Reading
5 examples of records management
Examples of records management vary by types of records, such as front- and back-office records, and processes, such as retention schedule management and records disposal.Continue Reading
Why are accessible documents important?
Accessible documents can reach broader audiences, improve users' experiences and ensure compliance with local regulations. This simple strategy can greatly benefit businesses.Continue Reading
vanity URL (vanity uniform resource locator)
A vanity URL (vanity uniform resource locator) is a simplified version of a URL that users enter into their browsers in place of the original URL.Continue Reading
How to create accessible PDF documents
If businesses create accessible PDF documents, they can reach more customers and expand their business opportunities. Learn how to create and ensure all documents are accessible.Continue Reading
Records vs. document management: What's the difference?
Records and document management both help organizations share and use files, but these strategies have different goals, information, processes and systems.Continue Reading
6 best practices for a records management strategy
A records management strategy can boost efficiency and reduce compliance risk. To create this strategy, organizations must first identify business and legal requirements.Continue Reading
Checklist to create accessible Word documents
To better support employees and reach more customers, content teams should use this checklist to create accessible Word documents and learn key tips about alt text and font styles.Continue Reading
6 key roles in a knowledge management team
Many organizations form dedicated teams to implement and maintain their knowledge management programs. Key roles include KM specialist, IT professional and knowledge champion.Continue Reading
How to build a content governance model
With a proper content governance model, organizations can improve their content marketing efforts, benefit their SEO rankings and reach larger audiences.Continue Reading
How generative AI can improve knowledge management
With generative AI, knowledge management teams can automate knowledge capture and maintenance processes. Explore how AI can improve knowledge management.Continue Reading
How to remove digital signatures from a PDF
Digital signatures let organizations execute and secure agreements, but users can remove them if they need to reformat documents or protect signers' privacy.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 add digital signatures to a PDF
Organizations use digital signatures to secure agreements. Common document applications, such as Adobe Acrobat and macOS Preview, let users quickly add digital signatures to PDFs.Continue Reading
5 types of AI content moderation and how they work
AI will change how organizations moderate content, especially on social media and with the increase in AI-generated content being produced. Here's what you need to know.Continue Reading
How do digital signatures work?
Digital signatures add a level of security to online agreements, which can prevent bad actors from impersonating other individuals or tampering with sensitive contracts.Continue Reading
LMS vs. CMS: What's the difference?
A CMS can fulfill general content publishing, editing and storage needs, while an LMS is better suited to a more specific HR and employee-oriented use case.Continue Reading
What does a knowledge champion do?
Knowledge champions use communication and leadership skills to encourage their department or group members to adopt knowledge management best practices.Continue Reading
5 steps to integrate a content personalization engine into a CMS
Customer experience is a top focus in the modern business world, and personalized content can go a long way toward delivering that exceptional experience.Continue Reading
taxonomy
Taxonomy is the science of classification according to a predetermined system, with the resulting catalog used to provide a conceptual framework for discussion, analysis or information retrieval.Continue Reading
social media metrics
Social media metrics are the various data points that enable a company to gauge the impact of social media activity on its revenues.Continue Reading
7 tips for creating a knowledge base
A knowledge base offers self-service for customers and employees. Organizations can collect feedback and build a culture of knowledge sharing to create an effective knowledge base.Continue Reading
records management
Records management is the supervision and administration of digital or paper records, regardless of format.Continue Reading
How do collaboration and knowledge management relate?
If organizations integrate their knowledge management and collaboration systems, employees can better collaborate on and share data and documents in a secure environment.Continue Reading
web development framework (WDF)
A web development framework is a set of resources and tools for software developers to build and manage web applications, web services and websites, as well as to develop application programming interfaces (APIs).Continue Reading
4 knowledge base article templates
Knowledge bases can improve CX and employee productivity, but organizations may not know where to start. Discover four templates to help teams write knowledge base articles.Continue Reading
Microsoft Power Apps
Power Apps is a suite of Microsoft products that enable both developers and nontechnical users to build custom applications to fulfill various business needs.Continue Reading
5 integrations for your CMS
To get the most out of a content management system, organizations can integrate theirs with other crucial tools, like marketing and collaboration software.Continue Reading
Power Platform
Power Platform is an intuitive and collaborative platform from Microsoft.Continue Reading
information rights management (IRM)
Information rights management (IRM) is a discipline that involves managing, controlling and securing content from unwanted access.Continue Reading
Microsoft Office Delve
Microsoft Office Delve is a search engine and discovery tool for the Microsoft Office 365 productivity suite.Continue Reading
What are the benefits of a knowledge base?
As a knowledge base lets customers and employees quickly find answers, it can boost an organization's customer satisfaction score and overall efficiency.Continue Reading
How to build a WordPress knowledge base
A knowledge base lets customers quickly find answers to their questions, which benefits CX. Organizations can use WordPress plugins and themes to build their own knowledge bases.Continue Reading
CRM vs. CMS: How they differ and how to integrate them
CMSes and CRM systems serve different purposes, but together, they can help organizations improve customer data management as well as automate sales and marketing strategies.Continue Reading
headless content management system (headless CMS)
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
8 SharePoint Syntex best practices
To use SharePoint's content AI services -- Syntex -- organizations should determine their pain points and plan thorough end-user trainings for successful adoption.Continue Reading
6 SharePoint Syntex use cases
File discovery is one of the most popular use cases for SharePoint Syntex. But how else can you use it? Here, see how real-world teams have begun to use this tool.Continue Reading
e-signature (electronic signature)
An e-signature (electronic signature) is a digital version of a traditional pen and ink signature.Continue Reading
Microsoft MyAnalytics
Microsoft MyAnalytics is a personal analytics application in Office 365 that enables employees to gain insights into how they spend their time at work and how they can work smarter.Continue Reading
Learn the basics of digital asset management
DAM systems offer a central repository for rich media assets and enhance collaboration within marketing teams. However, users may struggle with metadata and business processes.Continue Reading
An introduction to SharePoint Syntex
SharePoint Syntex is Microsoft's foray into the increasingly popular market of content AI services. This introduction explores how Syntex works, pricing and includes a video demo.Continue Reading
Microsoft Planner
Microsoft Planner is a web-based visual task management application that enables enterprise teams to create, assign and organize work in order to execute projects.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.Continue Reading
takedown request
A takedown request, also called a DMCA takedown or a notice and take down request, is a procedure for asking an internet service provider (ISP) or search engine to remove or disable access to illegal, irrelevant or outdated information.Continue Reading
What are the key issues in knowledge management?
Knowledge management systems help employees find important information. However, implementation can pose challenges with user adoption and content maintenance.Continue Reading
How to migrate to a media asset management system
What is media asset management, and what can it do for your organization? It's like digital asset management, but it aims for better video and multimedia storage and maintenance.Continue Reading
What are the types of knowledge management systems?
In order to understand the different types of knowledge management systems, organizations should know about the different types of knowledge and the history of this market.Continue Reading
Microsoft Power Automate
Microsoft Power Automate, formerly called Microsoft Flow, 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
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
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
7 best practices for knowledge management strategies
Organizations can't roll out a knowledge management strategy in one day. Yet, with these best practices, those businesses can create and maintain successful knowledge strategies.Continue Reading
search engine marketing (SEM)
Search engine marketing (SEM) is a method of promotion and advertising to help companies' content rank higher among search engine traffic.Continue Reading
How to choose the right PIM system for your business
PIM systems ensure sales channels display accurate product information. To find the right system, e-commerce leaders must first identify business goals and required features.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
Adobe Sign
Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track and manage e-signature processes.Continue Reading
content management (CM)
Content management (CM) is the process for collection, delivery, retrieval, governance and overall management of information in any format.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
How to incorporate social media into SEO strategies
While social media marketing and SEO seem like two separate practices, when used together, they can enhance any organization's digital marketing strategy.Continue Reading
Secure File Transfer Protocol (SSH File Transfer Protocol)
SFTP is a term that refers to either Secure File Transfer Protocol or SSH File Transfer Protocol, and is a computing network protocol for accessing and managing files on remote systems.Continue Reading
How does e-commerce search work?
Effective e-commerce search relies on detailed product descriptions and metadata. Also, features like autofill and search filters can help organizations offer accurate results.Continue Reading
12 file sharing best practices for secure collaboration
Remote work has accelerated the need for secure file sharing and storage. Organizations should emphasize security, structure and user training in their collaboration strategies.Continue Reading
6 product information management best practices
PIM systems maintain accurate product data across channels. For a successful implementation, business leaders should identify their needs and compare software products.Continue Reading
How can analytics improve content management?
Customer data and behavior analytics from tools like Google Analytics can give content managers insight into the kind of content site visitors want.Continue Reading
5 paperless office software tools to consider
With seemingly endless options to choose from, picking the right paperless office software tool starts with understanding what options are available.Continue Reading
Quiz: Test your knowledge of digital asset management
DAM systems help marketing teams manage the multimedia content they work with every day. With this quiz, test your knowledge of digital asset management.Continue Reading
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
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
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
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