Enterprise Applications - Templates & Policies

Vendor Response Template

Use the template to receive proposals that reflect the problem at hand. Request an appropriate level of detail for your specific procurement.

Process Owner Assignment Guide

Use the guidelines to aid you in choosing the right process owners.

HRIS Readiness Assessment Checklist

Info-Tech has designed this Readiness Assessment Checklist to ensure your organization has completed essential tasks prior to moving forward with the HRIS project and...

HRIS Strategy Stakeholder Interview Guide

Use this template to guide structured stakeholder interviews and extract the right information to formulate an HRIS strategy.

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 cost...

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 on...

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 solution's...
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