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Business Management/Financial
Board of Directors
The Board of Directors application template
provides a single location for an external group of
members to store and locate common documents
such as quarterly reviews, shareholder meeting notes
and annual strategy documents. The template also
tracks tasks, issues and calendar items so board
members have a single location to view information
relevant to them.
Business Performance Reporting
The Business Performance Reporting application
template helps organization managers track the
satisfaction of customers through a combination of
surveys and discussions. Surveys can be sent via
Office InfoPath 2007 which are then consolidated
by the template to give an overall response to a
series of questions.
Disputed Invoice Management
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.
Request for Proposal
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.

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