Applications - Templates & Policies

Text-Based Customer Support 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...

ERP Governance Charter Template

This template will help you identify and define the provisions around roadmap reviews, changes, and audits, with associated roles, responsibilities, and enforcement powers.

ERP Strategy Stakeholder Presentation

This template will help you consolidate the outputs of your completed activities throughout the Develop an Actionable ERP Strategy and Roadmap blueprint in a professional...

Robotic Process Automation Communication Template

Communicate robotic process automation and its potential impact on your organization to your stakeholders using this presentation template.

Test Case Template

A test case is a set of conditions or variables under which a tester will determine whether a system satisfies requirements. The process of developing test cases can also...

Governance Model Charter Template

The purpose of this template is to assist in the creation of your enterprise software project governance charter. Identify and define the project governance committee...

Governance Dashboard Template

This is an example of what a project dashboard for the steering committee could look like. It provides the key data points the committee is interested in.

Application Management Strategy Template

This template, associated with Streamline Application Management, will help you define and document your application management strategy and optimization initiatives.

Estimation Quick Reference Template

​This template, associated with the blueprint Estimate Software Delivery With Confidence, will help you define and document your estimation tactics as on-hand cheat sheets.​

The Software Selection Workbook

Keep stakeholders engaged with simple and friction-free templates to document your progress for Rapid Application Selection.
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