Applications - Templates & Policies

HRIS Vendor Demo Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

HRIS RFP Template

A Request for Proposal provides an organization with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

HRIS Vendor Communication Set

Use this template to communicate with vendors following product demonstrations and evaluations. Ask follow-up questions, highlight areas of concern, and inform them of...

HRIS Work Breakdown Structure Template

Use this template to support your outlining of the steps required to successfully implement an HRIS into your IT landscape and business environment.

HR Data Migration Checklist

Leverage Info-Tech’s HR Data Migration Checklist to ensure all relevant HR data is ready for transfer to the new system.

CRM Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

CRM Strategic Summary Template

This template allows you to compile all the project exercises and activities into a single presentation.

CRM Readiness Assessment Checklist

Info-Tech has designed this readiness assessment checklist to ensure your organization has completed essential tasks prior to moving forward with the customer...

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...

CRM Project Charter

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...
GET HELP Contact Us
×
VL Methodology