Applications - Templates & Policies

Data Security Policy

The data security policy will outline the standards for protecting all corporate and client data from security breaches.

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...

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...

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...

Retention Schedule Template

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

ERP Business Case Template

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

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...

Requirements Gathering SOP and BA Playbook

Use this template to define procedures for how requirements should be gathered at your organization.

Project Charter

This template is designed to help you build a project charter in a timely manner.

Data Archiving Policy

The data archiving policy will outline the responsibilities for appropriately preserving and protecting corporate data.
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