CRM Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display...

HRIS Vendor Demonstration Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

EAS Request for Proposal Template

Use this template to issue a Request for Proposal (RFP) for an EAS solution.

CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.

HRIS Requirements Template

Use this tool to collect HRIS requirements in alignment with the major functional areas of HRIS.

ERP Requirements Template

Use this tool to collect ERP requirements in alignment with the major functional areas of ERP.

Your Enterprise Application Implementation Playbook - Timeline Tool

This tool provides input into the playbook around project timelines and planning.

The Vendor Evaluation Workbook

Leverage a traceable and straightforward Vendor Evaluation Workbook to narrow the field of potential vendors and accelerate the application selection process.

Enterprise Software Implementation Checklist Tool

This tool helps the executive steering committee to make an informed decisions as to whether the project is ready to transition to an operational status.

Software Terms & Conditions Evaluation Tool

Use this tool to assess a proposed contract from a software vendor.
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