Templates & Policies

ERP Request for Proposal Template

Use this template to issue a request for proposal (RFP) for an ERP solution.

Functional Testing Software Evaluation Form

Scoring vendor solutions solely based on their presentations or marketing material provides only a limited picture of a software solution. Due diligence must be performed...

Storage Reseller Interrogation Script

This script provides questions that you can explore with a reseller to clarify the specific value add that the reseller brings to the engagement. Use this interview to...

WLAN Product Demonstration Script Template

Many enterprises will elect to have Wireless LAN (WLAN) vendors perform an on-site demonstration to help them better understand solution capabilities and constraints....

Backup Software Vendor Demonstration Script

This template is designed to provide backup software vendors with a consistent set of instructions, ensuring an objective comparison of product features, all while...

Telework Agreement

The telework agreement will outline the terms and conditions for teleworking.

Cloud Service TCO Comparison Tool

Total Cost of Ownership is an important consideration when choosing a cloud vendor or service, or choosing whether or not to put an app into the cloud. Analysis of TCO...

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...

Data Archiving Policy

The data archiving policy will outline the responsibilities for appropriately preserving and protecting corporate data.

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...
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