Managed SharePoint 2007

Templates for improved office productivity

SharePoint templates are out-of-the-box custom scenarios tailored to address the needs and requirements of specific business processes or sets of tasks in organisations of any size. They can be applied to a task, such as managing a help desk or tracking a marketing campaign, to easily create a dedicated web-based application for a more efficient and effective way of working. Every Managed SharePoint site has access to the following SharePoint Templates. You can utilise any or all of them within your business.

Board of Directors

The Board of Directors 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

This template helps organisation managers track the satisfaction of customers through a combination of surveys and discussions.

Case Management for Government Agencies

This 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.

Classroom Management

The Classroom Management template helps instructors and students organise 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.

Clinical Trial Initiation and Management

This 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.

Competitive Analysis Site

The Competitive Analysis Site template helps teams organise information about competitors and their products. The site provides useful Microsoft Office 2007 documents to perform SWOT and other useful competitive analysis techniques. Links to industry, company and product news can also be included to provide a single location for all competitive information.

Discussion Database

The Discussion Database application template provides a location where team members can create and reply to discussion topics. Discussions are organised by categories, which are created by a site manager, and can be linked to Office Outlook 2007 via an RSS feed.

Disputed Invoice Management

The Disputed Invoice Management template helps accounts payable departments track open invoices including the potential savings associated with paying the invoice early. The site includes useful templates for analysing the reasons invoices are being disputed as well as tracking who to contact for more information.

Employee Activities Site

This template helps manage the creation and attendance of events for employees. Activity owners use the site to review proposals for new activities and create event calendar items. Employees use the site to sign up as well as track which activities they've attended in the past.

Employee Self-Service Benefits

The Employee Self-Service Benefits template provides tools for an organisation to inform employees about available benefits as well as enabling them to enrol for each benefit.

Employee Training Scheduling and Materials

The Employee Training Scheduling and Materials helps instructors and employees manage courses and related materials. Instructors can use the site to add new courses and organise course materials. Employees use the site to schedule attendance at a course, track courses they've attended and to provide feedback.

Equity Research

This 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.

Integrated Marketing Campaign Tracking

The Integrated Marketing Campaign Tracking template helps marketing managers track the implementation 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 analysing the success of the campaigns including automated calculations and Office Excel 2007 templates for more detailed analyses.

Manufacturing Process Management

This template helps teams to model and track manufacturing processes as well as tasks and issues that arise in the upkeep of these processes.

New Store Opening

The New Store Opening template helps a team manage the opening of new store locations or remodelling 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.

Product and Marketing Requirements Planning

The Product and Marketing Requirements Planning 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.

Request for Proposal

This 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.

Sports League

The Sports League 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.

Team Work Site

The Team Work Site 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.

Timecard Management

The Timecard Management 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.

In addition to the templates listed above are the following:

• Absence and Vacation Schedule
• Bug Database
• Call Center
• Contacts Management
• Compliance Process Support Site
• Document Library and Review
• Event Planning
• Expense Reimbursement and Approval Site
• Help Desk
• Inventory Tracking
• IT Team Workspace
• Job Requisition and Interview Management
• Knowledge Base
• Lending Library
• Physical Asset Tracking and Management
• Change Request Management
• Budgeting and Tracking Multiple Projects
• Project Tracking Workspace
• Room and Equipment Reservations
• Sales Lead Pipeline