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.

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...

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.

ERP Runbook Template

Effectively operating an ERP system requires documentation of the supporting technical infrastructure. An ERP runbook must be created before the transition to operation.

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.

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.

ERP Business Case Template

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

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...

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...
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