Business Processes - Templates & Policies

ACE Satisfaction Survey

This satisfaction survey will help you baseline your Agile Center of Excellence and conduct periodic retrospectives of the effectiveness of its service offerings.

Enterprise Application Center of Excellence Stakeholder Presentation Template

Decide what needs to be presented and to whom. The purpose and format for communicating initiatives may vary based on the audience. Identify the audience first to ensure...

Center of Excellence Exceptions Report

Use this tool to track issues, identify resolution paths, and turn these experiencies into best practices that will mitigate facing the same issues in the future.

Center of Excellence Refinery Model Template

Use this template to visualize the CoE enhancement process through identifying inputs, CoE value-add initiatives, and expected outputs.

Enterprise Application Center of Excellence Project Charter

The charter lays the foundation for establishing the Enterprise Applications CoE. It is a critical communication tool for the project vision, scope, and key project...

CLM RFP Template

A ready-to-use Excel template to kick-start RFP development.

Full-Form Business Case Presentation Template

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

AI-Assisted Code Generation Tools Demo Script Template

​Leverage the Demo Script to ensure that vendor demonstrations are grounded in real-world workflows, rather than generic AI scenarios.

Template and Sample AI Business Case Executive Presentation

Use this combined template and sample to pull all the components of your AI business case together into a comprehensive and compelling presentation.

Sample AI Prototyping Workbook

Use this AI prototype draft sample as guidance on sketching out an AI-driven solution at a high level.
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