Process Interview Template

Use this template as a guide for conducting interviews regarding the viability of processes within your organization.

Create a Winning BPI Playbook – Phase 3: Analyze

This phase of the blueprint will assist in analyzing the current-state diagram that was constructed in the previous phase.

ERP Strategy Stakeholder Interview Guide

This template will help you gather information from stakeholders during the ERP Operational Assessment project phase of the Develop an Actionable ERP Strategy and Roadmap...

Modernize Your Applications – Phases 1-3

This storyboard will help you adopt the right application modernization techniques to meet your business and IT objectives.

Modernize Your Applications – Phase 2: Identify Your Modernization Opportunities

This phase of the blueprint, Modernize Your Applications, will help you identify the value streams and business capabilities that will gain the most from application...

Modernize Your Applications – Phase 3: Plan Your Modernization

This phase of the blueprint, Modernize Your Applications, will help you build a practical and achievable modernization roadmap.

Embrace Information Lifecycle Management in Your ECM Program – Phases 1-3

This storyboard will help you craft an efficient and effective information lifecycle management practice, as part of your overall ECM program.

ILM Program Manual Template

Use this template to organize the elements of your information lifecycle management project and overall program.

ILM Policy Need Identification Tool

Use this tool to track your ILM policy planning and development as part of the information lifecycle management project.

ILM Policy Template Library

Use these templates as part of formalizing the standards of care that are applied to information assets throughout the information lifecycle.
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