Optimization - Templates & Policies | Info-Tech Research Group

CLM RFP Template

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

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.

ACE Communications Deck

This template will give you step-by-step inputs from storyboard exercises to communicate the outcomes of your Agile Center of Excellence to your key stakeholders.

CoE Maturity Diagnostic Tool

This tool will help you determine the maturity level of your Center of Excellence.

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.

RPA Pilot Playbook Template

This template, associated with Build Your First RPA Bot, will help you define and document your RPA adoption.

Robotic Process Automation Communication Template

Communicate robotic process automation and its potential impact on your organization to your stakeholders using this presentation template.

Summary Business Case Presentation Template

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

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.

CLM RFP Template A ready-to-use Excel template to kick-start RFP development.
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.
ACE Communications Deck This template will give you step-by-step inputs from storyboard exercises to communicate the outcomes of your Agile Center of Excellence to your key stakeholders.
CoE Maturity Diagnostic Tool This tool will help you determine the maturity level of your Center of Excellence.
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.
RPA Pilot Playbook Template This template, associated with Build Your First RPA Bot, will help you define and document your RPA adoption.
Robotic Process Automation Communication Template Communicate robotic process automation and its potential impact on your organization to your stakeholders using this presentation template.
Summary Business Case Presentation Template Use this template for a short-form presentation of the business case that focuses on the key analysis.
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.

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