Tools

Campaign Workflows Template

Create brand awareness campaign workflows, identify assets required throughout the journey, delivery methods, and data capture.

The ITSM Vendor Evaluation Workbook

Use this workbook to execute vendor evaluations. The workbook can be provided to your vendors to initially self-score and then be reviewed by your team; alternatively, your...

HRIS Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

EAS Request for Proposal Template

Use this template to issue a Request for Proposal (RFP) for an EAS solution.

CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.

HRIS Requirements Template

Use this tool to collect HRIS requirements in alignment with the major functional areas of HRIS.

EAS Vendor Response Template

Use this template to structure the potential RFP responses from vendors during your EAS selection process.

EAS RFP and Demonstration Scoring Tool

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...

Information Standards Guide

This guide summarizes best practice information management and information architecture organizations and frameworks.

CRM Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...
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