CRM Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...

EAS Vendor Response Template

Use this template to structure the potential RFP responses from vendors during your EAS selection process.

EAS Request for Proposal Template

Use this template to issue a Request for Proposal (RFP) for an EAS solution.

EAS RFP and Demonstration Scoring Tool

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...

CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.

Select an Enterprise Application Software Storyboard

Selecting and implementing an ERP is the most expensive and time-consuming technology transformation an organization can undertake. Effectively plan for, select, and...

EAS Readiness Assessment Checklist

Use Info-Tech’s EAS Readiness Assessment Checklist to determine if you have a sufficient EAS foundation and strategy in place to ensure selection and implementation success.

Business Process Automation Maturity Assessment Tool

This tool is leveraged as part of Develop Your Value-First Business Process Automation Strategy to help you evaluate the maturity of your BPA practice.

Develop Your Value-First Business Process Automation Strategy – Phases 1-4

Use this research to build the case to mature and scale your BPA practice and tooling, select the right opportunities, and assess your BPA maturity.

Business Process Automation Strategy Template

This template is leveraged as part of Develop Your Value-First Business Process Automation Strategy to hep you document your business process automation strategy.
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