ILM Policy Template Library

Use these templates as part of formalizing the standards of care that are applied to information assets throughout the information lifecycle.

Workday and Ceridian: Making Benefits Administration More Beneficial

Human capital management (HCM) vendors are using simplification, information, and empowerment in the design of benefits administration features. They are giving employees...

ERP Strategy Stakeholder Interview Guide

This template will help you gather information from stakeholders during the ERP Operational Assessment project phase of the Develop an Actionable ERP Strategy and Roadmap...

Build a Strong Technology Foundation for Customer Experience Management – Phase 3: Finalize the Framework

This phase of the blueprint, Build a Strong Technology Foundation for Customer Experience Management, will help you create a CXM initiatives roadmap and prioritize...

WEM Project Charter Template

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...

CRM Vendor Demo Script

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...

LMS Strategy Stakeholder Presentation Template

Decide what needs to be presented and to whom. The purpose and format for communicating initiatives varies based on the audience. Identify the audience first to ensure...

Text-Based Customer Support Acceptable Use Policy

Use the Text-Based Customer Support Acceptable Use Policy to mitigate risks by clearly communicating expectations for both effective and ineffective (or prohibited use)...

Embrace Information Lifecycle Management in Your ECM Program – Phases 1-3

This storyboard will help you craft an efficient and effective information lifecycle management practice, as part of your overall ECM program.

Human Capital Management: Using Customer-Driven Reviews to Select Vendors

Info-Tech Research Group’s SoftwareReviews division has launched a data-driven review service to assist HR & IT leaders when evaluating the potential selection of human...
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