Business Processes - Templates & Policies

Audit Defence RACI Template

This template of the blueprint, Prepare and Defend Against a Software Audit, will help you in assigning reponsabilities to those on your cross functional audit team.

Software Audit Scoping Email Template

This template will help you scope an audit with vendors and provide an effective response.

Software Audit Launch Email Template

This template will notify the management team of the impending audit.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Contract Negotiation Tactics Playbook

There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.
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