Infrastructure & Operations - Templates & Policies

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought...

Microsoft Teams Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's Teams product. In conjunction with tenant-level controls, acceptable use...

Microsoft SharePoint Online Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's SharePoint Online product. In conjunction with tenant-level controls,...

Microsoft OneDrive Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's OneDrive for Business product. In conjunction with tenant-level controls,...

Service Desk Staffing Calculator

Use this tool to help you estimate the number of resources required to support your demand over time.

Service Desk Staffing Stakeholder Presentation

Use this template to document the justification for addressing service desk staffing, the results of your analysis, and your next steps.

Quarterly Metrics Review With the CIO

Use this template to create metrics reports as part of quarterly capacity management/planning review meetings with your CIO and other senior IT management.

Weekly Metrics Review With Your Staff

Provide this template to your senior staff who will be providing metrics data for discussion at weekly status meetings.

Infra & Ops Metrics Executive Presentation

Leverage this template to create a communication tool after implementing your Infra & Ops metrics program, and use it when meeting with the CEO, CIO, and business leads.
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