Applications - Templates & Policies

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...

Testing Checklist

Testing of any software application is a critical component of the life cycle. If testing is not done with sufficient coverage, a substandard product may be deployed.

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...

Use Case Template

A Use Case Model describes the proposed functionality of a new system. A Use Case represents a discrete unit of interaction between a user (human or machine) and the...

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...

Functional Testing Software Evaluation Form

Scoring vendor solutions solely based on their presentations or marketing material provides only a limited picture of a software solution. Due diligence must be performed...

Annual Professional Development Plan

An annual performance development plan assigns specific tasks and goals to each employee. Use this template to get training commitments in writing to help actualize...

Functional Test Plan Template

This tool provides an outline to aid the development of a functional test plan for a software application.

Functional Test Results Template

This tool provides a template for tracking functional test results.

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...
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