Small Enterprise Resources

Purchase Recommendation Template

The purpose of this template is to provide a framework for developing a recommendation report that will be presented to the enterprise’s executive.

Guide to Interpreting Standard Contracts

This tool is an information guide to help relative newcomers to contract law navigate the terms and concepts commonly used in IT vendor and service provider contracts.

Contract Approval Form

Once an executive has reviewed the Purchase Recommendation, they will need to decide whether or not to approve the recommendation and the associated contract. The purpose...

Contract Approval Documentation Checklist

Use this tool to document all information and materials that must be available prior to approaching the enterprise’s executive for final permission to sign a vendor contract.

Vendor File

Maintaining a single, centralized master record for each vendor is invaluable in managing the overall vendor relationship. Use this template to build a master file for...

Vendor List Evaluation Tool

This tool can be used in any purchase scenario, but is particularly effective in shortlisting candidates to a manageable size (three to five candidates) before issuing a...

IT Software and Services Contracts Are Killing You in These Key Areas

Most contracts’ terms and conditions are deficient at the most basic levels, significantly detracting from downstream vendor management and cost savings opportunities....

Service Desk Performance Tracking Tool

The service desk is at the front line of IT services and is among the most process-intensive elements of any IT operation. Use this tool and template to assess IT service...

Service Desk Process Standardization Diagnostic Tool

While most organizations have a process of some kind in place for their Service Desk, the majority are lacking complete process standardization.

Release and Development Checklist

Use this document to ensure you've made the proper considerations during planning, building and testing, and deployment of new software.
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