Applications - Templates & Policies

Purchasing Policy

The purchasing policy outlines the standards and procedures associated with company purchases of IT computer-related components and technical services.

Information Technology Standards Policy

The IT standards policy organizes standards by technology category, distinguishes standards from preferred products, and documents products or policy standards that...

Software Asset Management Policy

Use this policy template to define and support your organization's software asset management program.

Business Requirements Document Template

Use this template to record the functional, quality, and usability requirements into formats that are easily consumable for future analysis, architectural, and design...

ERP Project Completion Checklist

Info-Tech's 21-step process for ERP selection and implementation projects helps IT leaders to prepare project plans, and get ready for future challenges.

ERP Requirements Template for Business Unit Managers

IT leaders soliciting functional requirements from business unit managers should use this template to thoroughly document these needs.

Requirements Gathering Process Flow Diagram Template

This template will assist organizations in mapping their requirements gathering process. It comes prepopulated with a standard requirements gathering process, but can...

Request for Proposal (RFP) Template

Use this template to issue a Request for Proposal.

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...

ERP Task Work Log for Subject Matter Experts

IT leaders soliciting functional requirements from Subject Matter Experts should use this Task Work Log to obtain and thoroughly document these needs.
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