Enterprise Applications - Templates & Policies

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Software Request Form The software request form outlines the approval process for requesting the installation of software on end-user devices.
ERP Strategy Report Template Use this template to record the outputs from the blueprint activities in build your ERP Strategy Report.
Business Intelligence Vendor Demo Script Use the Business Intelligence Vendor Demo Script to guide vendor demonstrations of their BI platforms.
Business Intelligence RFP Template Customize this template to create your own request for proposal (RFP) for your BI and analytics solution procurement process.
Social CRM Project Charter A social media project is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone on...
ECM Suite RFP Template An RFP is a formal invitation issued by a business or agency requesting interested vendors to submit written proposals meeting a particular set of requirements. This...
CSM Platform Vendor Demo Script Template Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's...
CSM Platform RFP Template A 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...
CRM Request for Proposal Template Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...
Software Asset Management Policy Use this policy template to define and support your organization's software asset management program.

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