Enterprise Applications - Templates & Policies

Sales-IT Solutions Requirements Documentation Template

This tool is designed to assist in the documentation, organization, and prioritization of requirements for Sales-IT alignment solutions.

Blogging and Microblogging Guidelines Template

The use of blogging and microblogging by subject matter experts (SMEs) and thought leaders within organizations is increasing. This template provides a starting point for...

ERP Site Expansion Checklist

Shifting from ERP implementation to ERP operation is a major challenge. This checklist provides guidance on the 14-step process to overcome these problems.

Social Media Steering Committee Charter Template

Establishing a Social Media Steering Committee is an important component of the implementation of a social media strategy. This charter outlines its purpose, agenda,...

E-Mail TCO Worksheet

The “E-Mail TCO Worksheet” helps IT leaders peer into existing e-mail infrastructure and provisioning costs. IT leaders will gather expense information for 19 specific...

Retention Schedule Template

Define policies around information retention and destruction in order to ensure compliance.

Social CRM Project Charter

A social media project is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone...

ECM Suite RFP Template

An RFP is a formal invitation issued by a business or agency requesting interested vendors to submit written proposals meeting a particular set of requirements. This...

CSM Platform Vendor Demo Script Template

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

Project Charter

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