Applications - Templates & Policies

Retention Schedule Template

Define policies around information retention and destruction in order to ensure compliance.

Social Media Steering Committee Charter Template

Establishing a Social Media Steering Committee is an important component of the implementation of a social media strategy. This charter outlines its purpose, agenda,...

Data Integration Vendor Demonstration Script

This template is designed to provide vendors with a consistent set of instructions to ensure an objective comparison of product features; all while you can evaluate...

Application Maintenance Workflow Template

This app maintenance workflow template provides flowcharts for managing defects, upgrades, and patches. Use this document to establish maintenance processes specific to...

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...

Testing Checklist

Testing of any software application is a critical component of the life cycle. If testing is not done with sufficient coverage, a substandard product may be deployed.

Defect Reporting Template

Communication between testers and developers is essential to the testing process. Use this template to track and and report defects so developers can fix bugs discovered...

Use Case Template

A Use Case Model describes the proposed functionality of a new system. A Use Case represents a discrete unit of interaction between a user (human or machine) and the...

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...

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...
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