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Templates & Policies

ESD RFP Template

Use this template to customize and identify which aspects of ESDs you expect vendors to be responsible for. Outline your requirements in this template to ensure vendors can...

Sports Betting RFP Template

This template will help you create a RFP that can be distributed to the vendors on your sportsbook solution shortlist.

ESD Project Charter

Use this template to help track and communicate the progress of your ESD preparation and selection project. Update each slide with information that is customized to your...

Sports Betting Journey Map Template

This template is intended to assist with requirements gathering by identifying the potential pain points, costs, and areas that should be addressed to create a better...

Self-Service Resolution Workflow

Use this template to document the process through which users will interact with the self-service portal to resolve their issue.

Shift-Left Stakeholder Buy-In Presentation

Use this template to build the business case and get everyone on board with the shift-left optimization initiative.

Shift-Left Strategy

Use this template to document the strategy to shift service support left.

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

Incident Management Workflow

Use this template to document the incident management process workflow and identify where opportunities for shift left exist in the process.

Lean Implementation Roadmap Template

Use the Lean Implementation Roadmap Template to ensure your team and stakeholders understand how and why you are becoming leaner.
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