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WSS Templates

Business Management/Finance
Business Management and Finance groups can often work with a variety of different business applications and systems. The
application templates in this group help pull some of that work together into one common system. For example, the
application templates for managing disputed invoices and expense reports can help bring two separate finance processes
together in a common SharePoint site. For business management, working with a compliance process or performance
reporting can be enhanced with an application template.
•        Board of Directors
•        Business Performance Reporting
•        Disputed Invoice Management
•        Request for Proposal

Human Resources
The Human Resources team can benefit from a variety of application templates designed to simplify complex
organizational processes and help control the flow of information. Templates in this group work well when used directly by
HR team members, though many can also be shared with the entire organization to provide self-service access to benefits
and other information. Application templates that provide a single source for schedules and data can also help coordinate
the hiring process and absence/vacation planning management.
•        Employee Activities Site
•        Employee Self-Service Benefits
•        Employee Training Scheduling and Materials

Project Tracking/Product Management
These templates were created to help keep the flow of information moving and assist with the tracking and managing of one
or many projects. Project Tracking and Product Management teams can benefit from the application templates in this
group by being able to capture and share team knowledge while keeping members all on the same page.
•        Discussion Database
•        Team Work Site
•        Timecard Management

Sales/Marketing
Sales and Marketing teams perform often need to be kept up-to-date on the latest information and competitive knowledge to
perform. The application templates in this group were created specifically to help those teams stay on top with scenarios
that help manage sales leads and contacts, organize competitive analysis, and assist with marketing campaigns and new
product planning.
•        Competitive Analysis Site
•        Integrated Marketing Campaign Tracking
•        Product and Marketing Requirements Planning

Specialized/Verticals
The templates in this group relate to more specialized tasks or specific industry verticals, though some may crossover into
other business areas. Use these templates if your organization is involved in one of the industries listed or has a specific
business need for which the template can provide a solution.
•        Case Management for Government Agencies (Government)
•        Classroom Management (Education)
•        Clinical Trial Initiation and Management (Health Care)
•        Equity Research (Financial Services)
•        Manufacturing Process Management (Manufacturing)
•        New Store Opening (Retail)
•        Sports League (Entertainment and Consumer)

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