Applications - Templates & Policies

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...

Retention Schedule Template

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

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...

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...

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...

Data Archiving Policy

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

Project Charter

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

Request for Quotation Template

Use this template to issue a Request for Quotation.
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