Application Management - Templates & Policies

Request for Information Template

Use this template for issuing a Request for Information (RFI).

Request for Proposal (RFP) Template

Use this template to issue a Request for Proposal.

Request for Quotation Template

Use this template to issue a Request for Quotation.

Business Data Glossary

Use the Business Data Glossary to manage the business terms, their definitions, and other important details including ownership, systems, and how the data should be used...

Sample Reference Check Questions

Plan ahead when interviewing a vendor’s references. Determine the suitability of the vendor by asking the right questions of its previous clients.

Data Strategy Planning Interview Guide

Use this interview guide to structure discussions with key business stakeholders.

BI Strategy and Roadmap Template

Use this template throughout this project to document findings as you conduct and complete assessments and key ideas and opportunities for your BI program.

BI End-User Satisfaction Survey Framework

Use this framework to plan for your BI end-user satisfaction survey with a seven-step process.

Scenario Template

Vendor demonstrations will prove that vendors can deliver on their promises. Provide vendors with a specific, straightforward explanation of what they must show during...

Evaluator’s Guidebook

All evaluators must understand the evaluation framework and compare proposals against predefined criteria. Distribute the Evaluator’s Guidebook to all team members to...
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