Enterprise Applications - Templates & Policies

Brand Diagnostic Tool – External and Internal Factors Metrics Analysis Template

The external and internal factor analysis will allow you to detect and understand broad changes, disruptors and mid- to long-term trends in your specific field that are...

Brand Diagnostic – Executive Presentation Template

Pre-built presentation template to educate, engage and unify key stakeholders on the importance of a strong brand, and to assess and improve brand performance. This is also...

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Project Charter

This template is designed to help you build a project charter in a timely manner.

Create Personas to Drive Omnichannel Requirements Template

Use this persona template to identify key customer personas for e-commerce and other channels.

Buyer Persona Creation Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to run a buyer persona attribute capture session with colleagues.

Buyer Persona and Journey Summary Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to cut and paste findings from the Buyer Persona Creation Template and/or the Buyer...

Supplementary RFx Material

This is an example of a RFI/RFP to select an ERP implementation partner.

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

ILM Program Manual Template

Use this template to organize the elements of your information lifecycle management project and overall program.
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