Enterprise Applications - Templates & Policies

ILM Policy Template Library

Use these templates as part of formalizing the standards of care that are applied to information assets throughout the information lifecycle.

ILM Program Stakeholder Presentation Template

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

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...

ERP Strategy Stakeholder Interview Guide

This template will help you gather information from stakeholders during the ERP Operational Assessment project phase of the Develop an Actionable ERP Strategy and Roadmap...

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...

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...

Text-Based Customer Support Acceptable Use Policy

Use the Text-Based Customer Support Acceptable Use Policy to mitigate risks by clearly communicating expectations for both effective and ineffective (or prohibited use)...
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