Applications - Templates & Policies
Topics
Advanced Business Change Description TemplateTo effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when... |
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Email Intervention SurveyChanges to how email fits into enterprise communication must be handled carefully. Test the user and IT-based changes in a short pilot, as described in slides 28 to 31 of... |
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Email Grief SurveyEmail volume is often a problem for organizations. Use this survey to determine what the nature of the problem is and whether IT can provide a technical solution to reduce... |
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CSM Platform RFP TemplateA 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... |
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Content Retention and Disposition Schedule TemplateThis tool will help you develop a retention and disposition schedule for the information in your enterprise. |
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Collaboration Platform RFP TemplateUse this template to help create a Request for Proposal (RFP) that lists a collaboration platform's features according to enterprise requirements. |
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Retention Schedule TemplateDefine policies around information retention and destruction in order to ensure compliance. |
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Data Integration Vendor Demonstration ScriptThis 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... |
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Application Maintenance Workflow TemplateThis app maintenance workflow template provides flowcharts for managing defects, upgrades, and patches. Use this document to establish maintenance processes specific to... |
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ECM Suite RFP TemplateAn 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... |
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