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...

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...

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,...

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.

Retention Schedule Template

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

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...

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...

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...

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 solution's...
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