Enterprise Applications - Templates & Policies
Topics
Process Owner Assignment GuideUse the guidelines to aid you in choosing the right process owners. |
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Digital Marketing Communication DeckUse 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... |
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Vendor Response TemplateUse the template to receive proposals that reflect the problem at hand. Request an appropriate level of detail for your specific procurement. |
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Business Intelligence Vendor Demo ScriptUse the Business Intelligence Vendor Demo Script to guide vendor demonstrations of their BI platforms. |
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CSM Platform RFP TemplateA 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... |
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Content Retention and Disposition Schedule TemplateThis tool will help you develop a retention and disposition schedule for the information in your enterprise. |
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Retention Schedule TemplateDefine policies around information retention and destruction in order to ensure compliance. |
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ECM Suite RFP TemplateAn 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... |
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Social CRM Project CharterA 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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E-Mail TCO WorksheetThe “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... |
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