Applications - Templates & Policies

Email Intervention Survey

Changes to how email fits into enterprise communication must be handled carefully. Test the user and IT-based changes in a short pilot, as described in slides 28 to 31 of...

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 reduce...

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...

Content Retention and Disposition Schedule Template

This tool will help you develop a retention and disposition schedule for the information in your enterprise.

Collaboration Platform RFP Template

Use this template to help create a Request for Proposal (RFP) that lists a collaboration platform's features according to enterprise requirements.

Retention Schedule Template

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

Social Media Steering Committee Charter Template

Establishing a Social Media Steering Committee is an important component of the implementation of a social media strategy. This charter outlines its purpose, agenda,...

Data Integration Vendor Demonstration Script

This template is designed to provide vendors with a consistent set of instructions to ensure an objective comparison of product features; all while you can evaluate...

Application Maintenance Workflow Template

This app maintenance workflow template provides flowcharts for managing defects, upgrades, and patches. Use this document to establish maintenance processes specific to...

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...
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