Templates & Policies

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...

Change Communication Plan Template

The Change Communication Plan ensures that relevant information related to an IT change is provided to all affected stakeholders and staff telling them what they need to...

Taxonomy Quality Assurance Policy

The taxonomy quality assurance policy has been established in order to preserve the accuracy of categorized folders, files, and directory structures available on network...

Best-Practice Checklist for Virtual Meetings

Download this best practices checklist and share it with your staff to improve the quality and utility of virtual meetings.

Data Security Policy

The data security policy will outline the standards for protecting all corporate and client data from security breaches.

ERP Business Case Template

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

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...

Data Center Move Issue Resolution and Change Order Template

Whether the data center relocation or consolidation project requires one weekend or multiple move dates to complete, it is important to collect and document all issues,...

PDA Usage Policy

The PDA usage policy outlines standards for connecting to company network(s) or related technology resources via any means involving mobile devices that are categorized...

Communications Plan Template for a New Global Data Center Transition

Managing a new global data center can be an overwhelming task. Focusing on communicating effectively with new foreign staff is necessary for a successful integration and...
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