Enterprise Applications - Templates & Policies

Records Retention Schedule Template

A retention schedule stipulates how long electronic documents and records should be retained by an enterprise. Work with existing records management staff (if...

Retention Schedule Template

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

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,...

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 Runbook Template

Effectively operating an ERP system requires documentation of the supporting technical infrastructure. An ERP runbook must be created before the transition to operation.

ERP Project Completion Checklist

Info-Tech's 21-step process for ERP selection and implementation projects helps IT leaders to prepare project plans, and get ready for future challenges.

ERP Requirements Template for Business Unit Managers

IT leaders soliciting functional requirements from business unit managers should use this template to thoroughly document these needs.

ERP Task Work Log for Subject Matter Experts

IT leaders soliciting functional requirements from Subject Matter Experts should use this Task Work Log to obtain and thoroughly document these needs.

ERP Business Case Template

Use the ERP Business Case Template and work with business units to develop an appropriate justification for ERP projects.
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