Enterprise Applications - Templates & Policies
Topics
Change Control – Freezes & Risk Evaluation PolicyThe purpose of this policy is to ensure that IT staff recognize that changes to computer systems tend to destabilize those systems. |
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CRM Request for Proposal TemplateRequest for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired... |
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Software Acquisition and Usage PolicyUse Info-Tech's sample policy to launch software acquisition management efforts to the top of your priority list. |
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Dress Code PolicyThe dress code policy outlines appropriate and inappropriate work attire. |
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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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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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Retention Schedule TemplateDefine policies around information retention and destruction in order to ensure compliance. |
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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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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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CSM Platform Vendor Demo Script TemplateUse this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's... |
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