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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...
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...
ERP Site Expansion Checklist Shifting from ERP implementation to ERP operation is a major challenge. This checklist provides guidance on the 14-step process to overcome these problems.
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 Media Services Audit Template The Social Media Services Audit Template helps your organization assess the performance of each service against your organization's social media goals.
Social Analytics Business Plan Social analytics is a cross-departmental initiative. Having a strong focus is crucial and a formal business plan is key to establishing that focus. This business plan...
Business Intelligence Vendor Demo Script Use the Business Intelligence Vendor Demo Script to guide vendor demonstrations of their BI platforms.
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...
Social Media Acceptable Use Policy The social media acceptable use policy outlines the standards for employee use of social media.
Software Request Form The software request form outlines the approval process for requesting the installation of software on end-user devices.

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