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Applications

Do Not Pass Go…Before Setting Yourself up for ERP Project Success

ERP projects are difficult. There is no point in sugar-coating it or spinning it any other way. They are complex in scope and structure, touch numerous parts of an...

RASCI Chart

Use this template to complete a RASCI chart (Responsible, Accountable, Supported, Consulted, and Informed).

Automation Is Coming: This Is How You and Your Organization Can Prepare for It

Automation is seen as the next big transformative technology that may have a global impact on an unprecedented scale. How can you, as an individual and as part of a larger...

Ensure Your Customer Experience Is Awesome, Not Off-Putting

​Improvements in data aggregation and analysis have opened new frontiers in customer targeting and customer intelligence, but striking the right trade-off between customer...

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.

ILM Program Stakeholder Presentation Template

Use this template to provide a comprehensive stakeholder presentation of your ILM program plans.

Embrace Information Lifecycle Management in Your ECM Program – Phase 3: Implement and Operationalize Information Lifecycle Management

This phase of the blueprint, Embrace Information Lifecycle Management in Your ECM Program, will help you bring your ILM program to life with best practices for governance...

ILM Policy Template Library

Use these templates as part of formalizing the standards of care that are applied to information assets throughout the information lifecycle.

ILM Policy Need Identification Tool

Use this tool to track your ILM policy planning and development as part of the information lifecycle management project.

Information Classification Scheme Creation Tool

Use this tool to create, develop, and refine an information classification scheme that reflects the complexity and security requirements of your information assets.
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