Applications - Templates & Policies

Application Integration Strategy Template

This template is an essential document for pulling together all of the work, planning, and investments completed through identifying your current environment, developing...

Email Grief Survey

Email volume is often a problem for organizations. Use this survey to determine what the nature of the problem is and whether IT can provide a technical solution to...

Data Entry Policy

The integrity and quality of data and evidence used to inform decision making is central to both the short-term and long-term health of the organization.

Data Provenance Policy

The value of data as an institutional resource is increased through its widespread and appropriate use; its value is diminished through improper sourcing, misuse,...

Data Integration and Virtualization Policy

The data integration and virtualization policy will outline the responsibilities for mitigating the risks to personal privacy when integrating, replicating, or...

ERP Vendor Demonstration Script

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

Vendor Response Template

Use the template to receive proposals that reflect the problem at hand. Request an appropriate level of detail for your specific procurement.

CRM Steering Committee Charter

A CRM steering committee is an excellent tool for creating a harmonized CRM strategy between IT, Marketing, Sales, and Customer Service. This charter is an essential...

Application Maintenance Project Charter

This template should be used as a living document to carry the project through from proof-of-concept to implementation.

Stakeholder Communication Planning Template

The Stakeholder Communication Planning Template is used to document your list of initiative stakeholders to track stakeholders and plan communication with them throughout...
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