Compliance Process Support Site application
template
The Compliance Process Support Site
application template helps both teams and executive sponsors to
manage
compliance implementation endeavors. The site allows users to
specify control tasks required to meet regulation requirements
as
well capture compliance issues as they arise. The application template
contains document libraries used by team members
to store related
files as well as a calendar to track key audit dates.
* Available in multiple languages Download
Disputed Invoice Management application
template
The Disputed Invoice Management
application template helps accounts payable departments track open
invoices
including the potential savings associated with paying the
invoice early. The site includes useful templates for analyzing the
reasons
invoices are being disputed as well as tracking who to contact for more
information. Download
Expense Reimbursement and Approval
application template
The Expense Reimbursement and
Approval application template helps manage elements of the expense
approval
process, saving time for approvers. Employees can enter
expense information into the application template. Approvers can
then
review the information and manage the payment approval. Users monitor
the status of their reimbursement request
through a filtered view
listing their outstanding requests.
* Available in multiple languages Download
Request for Proposal application template
The Request for Proposal application
template
helps manage the process of creating and releasing an initial RFP,
collecting
submissions of proposals and formally accepting the selected proposal
from amongst those submitted. The site
also helps simplify the
process of notifying individuals about the status of the RFP and
submitted proposals. Download
* for info on: Board of Directors application template & Business
Performance Reporting application template
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Absence Request and Vacation Schedule
Management application template
The Absence Request and Vacation
Schedule Management application template
helps employees manage requests
for out of office days. Team members
post days they will be unavailable and can use the system to assign
their responsibilities
to others during those days. The application
template helps team leaders manage requests for vacation and provides
dashboards
showing which users are signed up for a set of responsibilities.
* Available in multiple languages Download
Employee Training Scheduling and Materials
application template
The Employee Training Scheduling and
Materials application template
helps instructors and employees manage
courses and related materials.
Instructors can use the site to add new courses and organize course
materials. Employees use
the site to schedule attendance at a course,
track courses they've attended and to provide feedback. Download
Job Requisition and Interview Management
The Job Requisition and Interview
Management
demonstrates the power of collaboration by helping a recruiter
streamline
the process of filling job openings within a company. The template
helps the recruiter manage requisitions, capture referrals and resumes
and coordinate interviews. The application template enables people to
input their candidate feedback
centrally and track hire / no hire
recommendations.
* Available in multiple languages Download
* for info on: Employee Activities Site & Employee
Self-Service Benefits
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Bug Database application template
The Bug Database application template
helps development teams collect and track information about bugs in
their code.
The template allows bugs to be logged with information
such as reproduction steps, category, comments, priority, and severity
of
the bug. Bug categories can specify category owners so users can
quickly determine the appropriate bug owners.
* Available in multiple languages Download
Call Center application template
The Call Center application template
helps teams manage the process of handling customer service requests.
The
application template helps teams manage service requests from
issue identification to cause analysis and resolution.
Role-based
dashboards display relevant information for each service request and a
knowledge base can help track related
documents and items previously
used to solve past call center issues. Management focused dashboards
track performance
with metrics such as average resolution time and
service request performance history.
* Available in multiple languages Download
Help Desk application template
The Help Desk application template
helps teams manage the process of handling service requests. Team
members use
the application template to identify a service request,
manage identification of the root cause, and track solution status. The
application template provides role-based dashboards displaying
information relevant to customer service representatives and managers,
including performance history.
* Available in multiple languages Download
Lending Library application template
The Lending Library application
template helps people manage the physical
assets in an
organization's library. The application template tracks general
properties about the physical assets and which
user has currently
checked out the asset. It also provides a librarian dashboard to help
identify currently available and
overdue assets. Automated e-mail
notifications can be sent to borrowers who have an overdue item.
* Available in multiple languages Download
Physical Asset Tracking and Management
application template
The Physical Asset Tracking and
Management application template helps teams manage requests and
tracking of
physical assets. An asset manager approves asset requests
and manages the properties of the assets in the system, such as
location,
condition, manufacturer, model, current owner, and estimated value.
* Available in multiple languages Download
Room and Equipment Reservations application
template
The Room and Equipment Reservations
application template helps teams manage the utilization of shared
meeting
rooms and equipment. The application template enables team
members to identify times when specific rooms and/or
equipment are
available and place a reservation for a specified time.
* Available in multiple languages Download
* for info on: Inventory Tracking & IT Team Work Space
application template
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Budgeting and Tracking Multiple Projects
application template
The Budgeting and Tracking Multiple
Projects application template helps project teams track and budget
multiple,
interrelated sets of activities. The template provides
project management tools such as project creation, assignment of new
tasks,
Gantt Charts and common status designators. It helps team members
consolidate the status of multiple projects into a
single view,
tracking progress against a set project budget and timeline.
* Available in multiple languages Download
Change Request Management application
template
The Change Request Management
application template helps users track risks associated with a
design change. Team members can submit a change request, notifying
stakeholders of the risks involved with the change. The application
template
allows a team member to approve or reject the request.
* Available in multiple languages Download
Discussion Database application template
The Discussion Database application
template provides a location where team members can create and reply
to
discussion topics. Discussions are organized by categories, which
are created by a site manager, and can be linked to Office
Outlook
2007 via an RSS feed. Download
Document Library and Review application
template
The Document Library and Review
application template helps people manage the review cycle common to
processes
like new product specification, publication, knowledge
management, and project plan development. It combines the
functionality
of a version-tracking document library with a threaded discussion list
to provide a feedback and revision system.
This template is intended
for teams that need a central location for document review, discussion,
revision control, and approval.
* Available in multiple languages Download
Knowledge Base application template
The Knowledge Base application
template provides helps teams manage the information that is
resident within their
organization. The template enables team members
to upload existing documents or create new ones using Web-based content
creation tools. Items are tagged with relevant identifying information
so that others can more easily find the documents and
learn from the
collective knowledge in their organization. The template can be utilized
in a 'top down' approach, where a
centralized knowledge department
'pushes down' relevant content to the rest of the business or a 'bottom
up' approach, where knowledge is captured and shared by all users as a
normal part of doing business.
* Available in multiple languages Download
Project Tracking Workspace application
template
The Project Tracking Workspace
application template helps small team projects manage project
information in a single location. The application template provides a
place where a team can list and view project issues and tasks.
Functionality is
provided to help drive project status reporting,
including assignment of new tasks, Gantt Charts, and common status
designators.
* Available in multiple languages Download
Team Work Site application template
The Team Work Site application
template provides a place where project teams can upload background
documents, track scheduled calendar events and submit action items that
result from team meetings. The site also tracks the creation and
purpose
of ‘sub-teams’ as well as enables discussion of topics created by
members of the team. Download
Timecard Management application template
The Timecard Management application
template helps teams track hours spent working on various projects.
The site
enables team members to 'punch in' on a particular project
and 'punch out' when they cease work. The system automatically generates
the time worked by project, and can show managers who is working on a
particular project, total hours versus
budgeted time and the details
of who worked on a each project entered into the site. Download
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Contacts Management application template
The Contacts Management application
template helps teams manage contact information that needs to be
shared among
team members. The application template allows teams to
enter contact information through a Web-based interface or through
Microsoft Office Outlook 2007. When used in conjunction with Office
Outlook 2007, team members can 'subscribe' to receive
updated
contract information whenever other users make changes to a contact.
* Available in multiple languages Download
Integrated Marketing Campaign Tracking
application template
The Integrated Marketing Campaign
Tracking application template helps marketing managers track the
implementa-
tion and success of outbound marketing activities. The
template allows a manager to create marketing activities and track the
results
of those activities, such as responses generated and sales completed.
The template contains multiple methods of
analyzing the success of
the campaigns including automated calculations and Office Excel 2007
templates for more
detailed analyses. Download
Product and Marketing Requirements Planning
application template
The Product and Marketing
Requirements Planning application template enables teams to manage
the process of
collecting and documenting requirements for new
products. The site provides several Microsoft Office 2007 templates
providing
useful techniques for Marketing, Product and Steering
committee actions as well as a template for meeting notes and financial
information. Download
Sales Lead Pipeline application template
The Sales Lead Pipeline application
template helps teams manage the sales pipeline by tracking leads,
opportunities,
contacts, and accounts. Through role-based dashboards,
team members can track sales information, assign open opportunities
and
gain visibility into the status of overall leads entered into the
application template.
* Available in multiple languages Download
* for info on: Competitive Analysis Site
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Management for Government Agencies
application template
The Case Management for Government
Agencies application template helps case managers track the status
and tasks required to complete their work. When a case is created,
standard tasks and documents are created which are modified based
on
the work each case manager has completed. Download
Classroom Management application template
The Classroom Management application
template helps instructors and students organize and store
information related
to a particular class. The site includes document
libraries to store assignments and lecture notes as well as calendars
and announcement capability to enable communication from instructor to
students. Download
Clinical Trial Initiation and Management
application template
The Clinical Trial Initiation and
Management application template helps teams manage the process of
tracking clinical
trial protocols, objective setting, subject
selection and budget activities. The site provides useful Office® Word®
2007
templates as well as the capability to create, track and assign
tasks and issues related to a particular clinical trial. Download
Equity Research application template
The Equity Research application
template helps teams collaborate on researching stocks and other
equities. It provides
a central location for teams to store
documents, post links, track news, and hold discussions related to the
equities tracked
by the site. Download
Event Planning application template
The Event Planning application
template helps teams organize events efficiently through the use of
online registration, schedules, communication, and feedback. Role-based
dashboards offer specific information for various event members such
as
speaker, guest, staff, vendor, delegate, and attendee home pages.
* Available in multiple languages Download
Manufacturing Process Management application
template
The Manufacturing Process Management
application template helps teams to model and track manufacturing
processes
as well as tasks and issues that arise in the upkeep of
these processes. Download
New Store Opening application template
The New Store Opening application
template helps a team manage the opening of new store locations or
re-modeling
of existing store location. The site provides a single
location to manage tasks, issues, and documents for all store opening
processes,
enabling end users to view relevant information and providing project
managers insight across the entire project. Download
Sports League application template
The Sports League application
template helps an intra-company league administrator manage a
baseball league. The site
tracks team information, players, captains
and scheduled team activities such as games, practices and social
events. Team
members can enter in game results and perform analysis
at a team, game or individual player level. The site also enables
discussions
between league members through a League Discussion board. Download
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