Enterprise Applications - Templates & Policies

ILM Program Stakeholder Presentation Template

Use this template to provide a comprehensive stakeholder presentation of your ILM program plans.

Create Personas to Drive Omnichannel Requirements Template

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

Business Intelligence RFP Template

Customize this template to create your own request for proposal (RFP) for your BI and analytics solution procurement process.

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.

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...
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