CSM Platform RFP Scoring Tool

Use this tool to support your business in conducting an objective evaluation of the CSM vendors being considered for procurement. Consider each suite's functional...

HR Systems Strategy Roadmap Tool

This tool will help key stakeholders visualize the implementation of HR Tech Implementation initiatives on an easy-to-read timeline. Beyond serving as a mechanism for...

Customer Relationship Management Platform Selection Guide

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.
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E-Mail TCO Worksheet

The “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...

Retention Schedule Template

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

Fast Track Tool: Select and Evaluate Vendors

Enterprises are dependent on vendors to obtain IT hardware, software and services. The Vendor Management process includes the identification, selection, contracting with,...

SharePoint 2010 Readiness Assessment

The current release of SharePoint 2010 poses the question to IT leaders whether to upgrade from the current version of SharePoint or wait. Leverage this tool to determine...

Social CRM Project Charter

A 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...

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.
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