Applications - Templates & Policies

Defect Reporting Template

Communication between testers and developers is essential to the testing process. Use this template to track and and report defects so developers can fix bugs discovered...

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...

Application Maintenance Workflow Template

This app maintenance workflow template provides flowcharts for managing defects, upgrades, and patches. Use this document to establish maintenance processes specific to...

ERP Requirements Template for Business Unit Managers

IT leaders soliciting functional requirements from business unit managers should use this template to thoroughly document these needs.

ERP Task Work Log for Subject Matter Experts

IT leaders soliciting functional requirements from Subject Matter Experts should use this Task Work Log to obtain and thoroughly document these needs.

ERP Business Case Template

Use the ERP Business Case Template and work with business units to develop an appropriate justification for ERP projects.

ERP Runbook Template

Effectively operating an ERP system requires documentation of the supporting technical infrastructure. An ERP runbook must be created before the transition to operation.

ERP Project Completion Checklist

Info-Tech's 21-step process for ERP selection and implementation projects helps IT leaders to prepare project plans, and get ready for future challenges.

Data Integration Solution RFP Template

Issuing RFPs is a critical step in your vendor selection process. This RFP template comes populated with important elements you don't want to forget. A detailed RFP saves...

Data Integration Vendor Demonstration Script

This template is designed to provide vendors with a consistent set of instructions to ensure an objective comparison of product features; all while you can evaluate...
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