Tools

Brand Voice Guidelines Template

Define your unique brand voice and develop a set of guidelines to ensure consistency across assets and platforms.

Campaign Workflows Template

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

Buyer Personas and Journey Presentation Template

Gather existing and desired customer insights and conduct market research to define and personify your buyer personas and their buying behaviors.

Survey Emails Best Practices Guidelines

The Survey Emails Best Practices Guidelines will provide you with step-by-step information and guidance on how to perform survey emails.

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...

ERP Requirements Template

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

HRIS Requirements Template

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

Information Standards Guide

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

EAS Vendor Response Template

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

EAS Request for Proposal Template

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