Tools

Campaign Workflows Template

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

Asset Creation and Management List

Create a list of existing and new assets to create and manage.

Market Analysis Template

Analyze and document your competitive landscape, and assess your strengths, weaknesses, opportunities, and threats.

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...

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.

ERP Requirements Template

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

Information Standards Guide

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

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...
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