Tools

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...

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...

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...

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.

CRM Requirements Template

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

EAS Request for Proposal Template

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

EAS Vendor Response Template

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

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...

Fast-Track Hybrid Work Program Workbook

Use this tool to document key information and decisions as you work through the Develop a Targeted Flexible Work Program research.

Targeted Flexible Work Program Workbook

Use this tool to document key information and decisions as you work through the Develop a Targeted Flexible Work Program research.
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