Enterprise Applications - Templates & Policies

ERP Solution Specification Template

A solution specification is a crucial part of the Enterprise Resource Planning (ERP) evaluation and selection process. IT leaders and project managers should use this...

Social Media Acceptable Use Policy

The social media acceptable use policy outlines the standards for employee use of social media.

Software Asset Management Policy

Use this policy template to define and support your organization's software asset management program.

ERP Project Completion Checklist

Info-Tech's 21-step process for ERP selection and implementation projects helps IT leaders to prepare project plans, and get ready for future challenges.

ERP Requirements Template for Business Unit Managers

IT leaders soliciting functional requirements from business unit managers should use this template to thoroughly document these needs.

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...

ERP Task Work Log for Subject Matter Experts

IT leaders soliciting functional requirements from Subject Matter Experts should use this Task Work Log to obtain and thoroughly document these needs.

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...

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...

ERP Business Case Template

Use the ERP Business Case Template and work with business units to develop an appropriate justification for ERP projects.
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