Enterprise Applications - Templates & Policies

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...

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...

Retention Schedule Template

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

Content Retention and Disposition Schedule Template

This tool will help you develop a retention and disposition schedule for the information in your enterprise.

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...

Business Intelligence Vendor Demo Script

Use the Business Intelligence Vendor Demo Script to guide vendor demonstrations of their BI platforms.

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.

Digital Marketing Communication Deck

Use this communication deck to educate IT and Marketing stakeholders on the generic value of digital marketing channels. Get everyone on the same level and establish a...

Process Owner Assignment Guide

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