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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. [ top
of page ]
Business
Performance Rating
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. [ top of page ]
Case
Management for Government Agencies
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.
[ top of page ]
Classroom
Management
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. [ top of page ]
Clinical
Trial Initiation and Management
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. [ top of page ]
Competitive
Analysis Site
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. [ top of page ]
Discussion
Database
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. [ top of page ]
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. [ top
of page ]
Employee
Activities Site
The Employee Activities Site application 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. [ top of page ]
Employee
Self-Service Benefits
The Employee Self-Service Benefits application template
provides tools for an organization to inform employees
about available benefits as well as enabling them to enroll
for each benefit. [ top of page ]
Employee
Training Scheduling and Materials
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. [ top
of page ]
Equity
Research
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. [ top of page ]
Integrated
Marketing Campaign Tracking
The Integrated Marketing Campaign Tracking application
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 analyzing the success of the campaigns including automated
calculations and Office Excel 2007 templates for more detailed
analyses.
[ top of page ]
Manufacturing
Process Management
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.
[ top of page ]
New
Store Opening
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. [ top of page ]
Product
and Marketing Requirements Planning
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. [ top of page ]
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. [ top
of page ]
Sports
League
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. [ top of page ]
Team
Work Site
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.
[ top of page ]
Timecard
Management
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.
[ top of page ]
Absence
and Vacation Schedule*
The Employee Absence Request and Vacation Schedule Management application for
Hosted Windows SharePoint Services v3.0 Services provides a central place for
managers and employees to see when team members will be out of office, make vacation
requests, and find links to individual job sites so a co-worker can easily cover
for someone while they are out.
[ top of page ]
Board
of Directors*
A Board of Directors or Executive Board may use this application
for Hosted Windows SharePoint Services v3.0 Services to
track tasks required by the Board, keep member information,
manage a calendar of meetings and activities, host discussions
about key issues, and store mission, financial, business,
meeting minutes, and other information.
[ top of page ]
Case
Work Management
The application for Hosted Windows SharePoint Services
v3.0 Services for Case Work Management provides a single
site for case workers such as social workers to manage
their case loads of clients and client information. This
site is intended for one case worker managing multiple
cases and is designed to simplify the process of executing
new case interviews, creating reports, organizing case
information, and managing case load issues.
[ top of page ]
Change
Management
This application for Hosted Windows SharePoint Services
v3.0 Services provides a platform for managing the Change
Order process related to a particular professional services
project and serves as a mechanism for tracking past changes
along with their reasons and impacts.
[ top of page ]
Classroom
Management
Using this application for Hosted Windows SharePoint Services
v3.0 Services, teachers may post all information about
a single class including lesson plans, assignments, tasks,
key contacts, grading forms and student information. The
site is useful to any substitute teacher covering the class
while the instructor is out. [ top of page ]
Competitive
Intelligence
The Competitive Intelligence Dashboard application for
Hosted Windows SharePoint Services v3.0 Services is designed
to improve organization of Competitive Intelligence-related
materials, and communication about competitive issues
among sales, public relations, marketing, product or
service management, and executive personnel. It features
automatic news feeds from MSNBC, placeholder for competitive
graphics, a list for tracking competitive profiles and
rankings, and discussions, surveys and document libraries
related to Competitive Intelligence.
[ top of page ]
Discussion
Database
The Discussion Database application for Hosted Windows
SharePoint Services v3.0 Services allows team members
to create, review, and reply to discussion topics. Team
members can send discussion items to other team members
for review, attach documents to discussion items, and
set alerts to receive notification when a discussion
item is added or changed. [ top of page ]
Document
Library
The Document Library application allows team members to
create, upload, checkout, review, and modify documents.
Team members can send documents to other team members for
review, assign documents to other team member members,
and set alerts to receive notification when a document
is modified. In addition to the standard Windows SharePoint
Services v3.0 search functionality, this application allows
the user to see additional views of the document library,
including By Category, By Author and By Review Status.
[ top
of page ]
Employee
Activities Site
The Employee Activities Site application for Hosted Windows
SharePoint Services v3.0 Services is a central site for
communicating information to employees about company clubs,
teams, and events. With this application, employees can
sign up for activities, access contact and schedule information,
participate in discussions and surveys, and view activity
photos. Now companies can more easily keep employees up
to date on activities in which they may participate, and
employees can quickly access the information they need
to get involved. [ top of page ]
Employee
Timesheet and Scheduling
Managers of businesses with hourly employees use this application
for Hosted Windows SharePoint Services v3.0 Services for
reviewing and approving timesheets, posting shift and schedule
information, making announcements, storing key documents,
and surveying their team for feedback on various issues.
Employees use this site for submitting their timecard,
viewing their assigned shifts, getting updates on job-related
information, and requesting schedule changes using discussions
to which other employees may reply. [ top of page ]
Employee
Training
The Employee Training application for Hosted Windows SharePoint
Services v3.0 Services is a central go-to site for employees
to easily find and sign up for training opportunities related
to their role or department. Human Resources or training
managers can keep track of information such as training
location schedules, number of attendees, and required reading
materials. They may also post announcements or send surveys
about training issues.
[ top
of page ]
Event
Coordination*
The Event Coordination application for Hosted Windows SharePoint
Services v3.0 Services is a central site for managing the
entire event coordination process from event scoping, to
organizing tasks and key dates, storing vendor information,
posting event-related documents, inviting attendees, and
evaluating the event.
[ top of page ]
Expense
Reimbursement*
This application for Hosted Windows SharePoint Services
v3.0 Services is designed to manage the expense report
process. It allows the ability to submit new expense
reports, post and find expense guidelines and helpful
links, and view expense reports according to department,
person, type, date, and status. [ top
of page ]
Help
Desk*
This application for Hosted Windows SharePoint Services
v3.0 Services features several tools to assist a help
desk or customer service team in managing requests from
customers and in improving team communication. It features
an issue tracker, document library for posting helpful
materials such as telephone scripts, technical how-to-guides,
and knowledge base articles, and provides a forum for
discussions between help desk staff. [ top
of page ]
HR
Programs and Services
This application for Hosted Windows SharePoint Services
v3.0 Services is a central site for employees to sign up,
using InfoPath forms, for Human Resources (HR) programs
and services such as: ID badges, Parking permits, 401K,
Healthcare benefits, and more. It also allows an HR manager
or benefits administrator to easily view new requests to
review, and keep track of all past requests.
[ top of page ]
IT
Developer Team Site
The IT Developer Team Site application for Hosted Windows
SharePoint Services v3.0 Services provides a central place
for developers to access code snippets, track assignments
and key dates, manage issues, store contact information,
maintain a knowledge base, and communicate via discussions,
surveys and announcements. The IT manager can easily adapt
the document libraries, lists, issue tracker, and calendar
to manage their own essential developer team information.
[ top of page ]
Legal
Document Review Workflow*
This application for Hosted Windows SharePoint Services
v3.0 Services is for company legal departments to post
legal documents and templates, communicate requirements
and processes, and provide contact information. It also
features a legal document review tool for managing, prioritizing,
and tracking employee requests to review contracts and
documents. [ top
of page ]
Loan
Initation Management
This application for Hosted Windows SharePoint Services
v3.0 Services is designed to help small brokers and banks
track documentation and progress on home, car and other
loans. It provides a central site for accessing financial
calculators, forms, announcements, team surveys, and discussions.
[ top of page ]
Marketing
Campaigns
The Marketing Communications Campaign application for
Hosted Windows SharePoint Services v3.0 Services is a
central site for marketing managers. They can manage
the creation of marketing plans and presentations, tracking
tasks, maintaining a campaign events calendar, organizing
contacts, and communicating the goals, objectives and
key deliverables for a particular marketing communications
campaign. [ top of page ]
Meeting
Management*
The Meeting Management Site application for Hosted Windows
SharePoint Services v3.0 services is a central place
for meeting facilitators to post announcements, schedule,
attendee list, supporting materials, objectives, location
information, and past meeting minutes. This gives attendees
quick access to essential information about the meeting.
[ top of page ]
New
Product Development
The New Product Development application for Hosted Windows SharePoint Services
v3.0 Services provides a collaboration tool for product development teams to
share contact information, links to important sites, a task list and calendar,
and new product planning documents. It also provides one place for executive
management to go to view details about the new product development process and
status. [ top of page ]
Performance
Review
This application for Hosted Windows SharePoint Services
v3.0 Services is to be used by human resource managers
to manage the performance review process across an organization.
It is a central site for organizing performance review
forms, employee performance history, and related information.
[ top of page ]
Professional
Services Contracts
This application for Hosted Windows SharePoint Services
v3.0 Services is a single site for Professional Services
organizations to manage the initiation step of a client
engagement. It provides a collaboration platform for team
members to communicate on the timeline, process, and issues
related the drafting, approval, and completion of engagement
contractual documentation. It also includes InfoPath forms
to simplify and automate the creation of new Statements
of Work and other project initiation documents. [ top of page ]
Professional
Services Site
Finding the right people and knowing who is available
to work on a client engagement is critical to the success
of a professional services project. This application
for Hosted Windows SharePoint Services v3.0 Services
is designed to organize the resource request and approval
process using simple-to-use InfoPath forms with built-in
request and approval functionality. It also provides
the ability to search for resources according to specific
business areas or other criteria.
[ top of page ]
Project
Team Site*
The Project Team Site application for Hosted Windows
SharePoint Services v3.0 Services provides a central
location for the project manager and team to collaborate
during all phases of the project lifecycle from initiation
to close-out. It is designed to help the project manager
easily track the status of tasks, issues, key dates,
deadlines, costs, and best practices through the use
of customized lists, document libraries, surveys and
discussions.
[ top of page ]
Public
Official Activity
The Public Official Activity and Issue Management application
for Hosted Windows SharePoint Services v3.0 Services allows
any Public Official to keep track of their key tasks, calendar,
documents, links, and communication with constituents and
special interest groups. [ top of page ]
Public
Relations Work Site
The Public Relations application for Hosted Windows SharePoint
Services v3.0 services allows PR departments to centrally
organize information. For instance: media contacts; store
press releases, market research, and other data; collaborate
on PR campaigns documents and activities; track tasks and
events; and communicate goals and objectives. [ top of page ]
Publication
Editorial Review
The Publication Editorial Review application for Hosted
Windows SharePoint Services v3.0 Services provides a central
place for editors, staff, and contributors to collaborate
on the editing process for a publication such as a magazine,
newspaper, or book. Using this application, it is easy
to see the status of the various chapters or articles,
who is writing or editing each one, and who has already
reviewed them. Discussion threads may also be generated
to facilitate discussion about the goals, content, or ideas
for various documents. This tool would allow reviewers
to track changes and document history, manage the review
process, display the publication schedule, make assignments,
and gather qualitative feedback about each section, article
or chapter. [ top
of page ]
Recruiting
Resouce Center
The Recruiting Resource Center application for Hosted
Windows SharePoint Services v3.0 Services provides an
easy, organized way to handle the recruiting process,
including: opening job requisitions, reviewing resumes,
managing candidates, facilitating interview cycles, and
collecting post-interview feedback. It also features
document libraries for storing documents related to recruiting,
and discussions for communicating with others about recruiting
activities.
[ top of page ]
:
- In the upper right-hand corner of your SharePoint
Site, click on Site Actions & select "Create"
- In the "Web Pages" section, click on "Sites & Workspaces"
- In the "Template Selection" section, click
on "Custom" & select your desired template
for the installation
If you have any problems with the setup, please contact
our Support Team by clicking
here
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