Selection & Implementation - Tools
Topics
Types of Content
CRM Vendor Demonstration Script TemplateUse 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... |
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HRIS Vendor Demonstration Script TemplateUse 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... |
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EAS Request for Proposal TemplateUse this template to issue a Request for Proposal (RFP) for an EAS solution. |
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CRM Requirements TemplateUse this tool to collect CRM requirements in alignment with the major functional areas of CRM. |
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HRIS Requirements TemplateUse this tool to collect HRIS requirements in alignment with the major functional areas of HRIS. |
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ERP Requirements TemplateUse this tool to collect ERP requirements in alignment with the major functional areas of ERP. |
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Your Enterprise Application Implementation Playbook - Timeline ToolThis tool provides input into the playbook around project timelines and planning. |
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The Vendor Evaluation WorkbookLeverage a traceable and straightforward Vendor Evaluation Workbook to narrow the field of potential vendors and accelerate the application selection process. |
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Enterprise Software Implementation Checklist ToolThis tool helps the executive steering committee to make an informed decisions as to whether the project is ready to transition to an operational status. |
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Software Terms & Conditions Evaluation ToolUse this tool to assess a proposed contract from a software vendor. |
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