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...

Visual Designer

The Visual Designer is responsible for the end-to-end process of transforming complex product requirements into visually stunning and highly functional user interfaces.

Customer Service Knowledge Manager

To successfully implement a Customer Service Knowledge Management (CSKM) platform, ensure that you hire the right people with the right skills to serve as full-time...

CSM Platform Vendor Demo Script Template

Use 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...

Project Charter

This template is designed to help you build a project charter in a timely manner.

Fast Track Tool: Manage Vendor Performance

Achieving a high level of service or product delivery from vendors generally requires three components: establishing a set of performance targets with the vendor,...

Select an E-mail Archiving Solution with Confidence

The e-mail archiving market is a confusing mixture of storage vendors, compliance and e-discovery vendors, security vendors, and e-mail platform vendors. To complicate...

Building a Better RIA

Understand what type of benefits your business can achieve from adopting an RIA strategy.

Customer Service Knowledge Management Platform Vendor Shortlist Tool

Use this tool to generate a customized shortlist of vendors based on the capabilities your organization requires in a Customer Service Knowledge Management (CSKM) platform.

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...
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