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Tools

ERP Vendor Demonstration Script Template

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

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...

ERP Requirements Template

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

CRM Requirements Template

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

EAS RFP and Demonstration Scoring Tool

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...

EAS Vendor Response Template

Use this template to structure the potential RFP responses from vendors during your EAS selection process.

EAS Request for Proposal Template

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

HRIS Requirements Template

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

Information Standards Guide

This guide summarizes best practice information management and information architecture organizations and frameworks.

EAS Readiness Assessment Checklist

Use Info-Tech’s EAS Readiness Assessment Checklist to determine if you have a sufficient EAS foundation and strategy in place to ensure selection and implementation success.
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