Enterprise Applications - Templates & Policies

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.

CXM Strategy Project Charter Template

This project charter will help you define the CXM project and lay the foundation for all subsequent project planning. Use this template to effectively communicate project...

Text-Based Customer Support Strategic Summary Template

The summary template encompasses all activities and delivers an overview of what the strategy will look like in a presentable fashion. Create a defined strategy by...

Text-Based Customer Support Project Charter Template

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...

ERP Governance Charter Template

This template will help you identify and define the provisions around roadmap reviews, changes, and audits, with associated roles, responsibilities, and enforcement powers.

ERP Strategy Stakeholder Presentation

This template will help you consolidate the outputs of your completed activities throughout the Develop an Actionable ERP Strategy and Roadmap blueprint in a professional...

SMMP Vendor Demo Script

Use this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

SMMP RFP Template

A request for proposals lets organizations give vendors a detailed account of the requirements and the expected capabilities of their desired suite. Create a defined...

Chatbot Conversation Tree Library

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

Supplementary RFx Material

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