I&O Process Management - Templates & Policies

Create an IVR Call Flow That Empowers Your Customers

Use this template to elevate the construction of your IVR call flow tree by creating customer personas that allow you to better understand your key demographic.

Problem Management SOP

Use this template to record the key details required for effective problem management – both proactive and reactive. Outline a problem management workflow, record the...

Incident Management and Service Desk SOP

Use this template to record the key details required for effective critical incident management, including a list of critical IT services, a list of key upper tier...

Configuration Management Project Charter

Use this template to create a project charter to launch the configuration management project.

Configuration Management Standard Operation Procedures

Use this template to create and communicate your standard operating procedures (SOP) to ensure ongoing maintenance of the CMDB under the configuration management program.

Configuration Management Policy

Use this template to build a policy for the configuration management program.

Configuration Management Diagram Template Library

Use this library to view sample workflows and a data model for the configuration management program.

Continual Improvement Workflow

This is a sample workflow that you can use as a starting point for building a process for continual improvement.

Use Cases and Data Worksheet

Use this template to determine data requirements to meet use cases.

Configuration Control Board Charter

Use this template to create your board charter for your configuration control board (CCB). Define roles and responsibilities and mandates for the CCB.
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