Templates & Policies
Topics
Email Intervention SurveyChanges 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... |
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Email Grief SurveyEmail 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... |
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CSM Platform RFP TemplateA 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... |
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Content Retention and Disposition Schedule TemplateThis tool will help you develop a retention and disposition schedule for the information in your enterprise. |
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Collaboration Platform RFP TemplateUse this template to help create a Request for Proposal (RFP) that lists a collaboration platform's features according to enterprise requirements. |
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Retention Schedule TemplateDefine policies around information retention and destruction in order to ensure compliance. |
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Data Integration Solution RFP TemplateIssuing RFPs is a critical step in your vendor selection process. This RFP template comes populated with important elements you don't want to forget. A detailed RFP saves... |
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Data Integration Vendor Demonstration ScriptThis 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... |
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Senior Management Expectation SurveyUse the following survey to evaluate senior management's expectations of IT. |
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DR Team Build SheetRecovering from a disaster cannot occur without having key people in place to bring system, equipment, and services back online. Use this worksheet to identify team... |
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