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​General Management Templates

Templates for Microsoft SharePoint 2010 Standard | Enterprise


Business Performance Reporting

The Business Performance Reporting (BPR) application template for Microsoft SharePoint 2010 Standard | Enterprise helps teams track customer satisfaction through the use of surveys and analysis tools.  The site enables customers to complete Microsoft Office InfoPath 2010 based surveys which can then be uploaded in order to analyze the results in different formats.  The site also includes functionality to upload customer names, customer service tasks, calendar items and contacts in order to facilitate a customer service activities related to the surveys.  Contacts can also be entered and synchronized with Microsoft Office Outlook 2010 to ensure site users always have the most updated customer and team information.

A powerful element of the Business Performance Reporting (BPR) site is the business function specific discussions that the site enables.  Team members are able to collaborate through the use of newsgroup-style discussion boards on four major business functions:  Human Resources, Operations, Financials Indicators and Customer Satisfaction.  Each of these discussions categories can be linked to an RSS reader such as the one provided in Office Outlook 2010, which can simplify the process of tracking and replying to discussion threads. The site also includes a Microsoft Office Excel 2010 template which can be used to facilitate a team’s detailed analysis of survey results.


Compliance Process Support

The Compliance Process Support (CPS) application template for Microsoft SharePoint 2010 Standard | Enterprise helps both teams and executive sponsors manage compliance implementation endeavors.  The site allows users to specify compliance regulations that must be met as well as projects that are required to meet those regulations.  To enable simplified management of projects, tasks and issues are used to help ensure projects required to meet regulatory requirements are met by the compliance events documented on the site’s calendar.  The application template also contains document libraries used by team members to store regulatory documents and related files needed to provide the necessary background.


Board of Directors

The Board of Directors (BOD) application template for Microsoft SharePoint 2010 Standard | Enterprise helps teams manage the organization of board meetings.  The site provides a centralized location where board members can find information on upcoming meetings, notes and documents from past meetings and tasks that need to be completed.  The site also allows board members to create news-group style discussions on topics which can integrated with an RSS reader such as the one provided in Microsoft Office Outlook 2010.  In addition to enabling the scheduling of board meetings, the site automates the process of creating a meeting specific sub-site, which is linked from the main page of the board of directors web site.  The subsite enables meeting specific collaboration on meeting objectives, attendees, agenda and related documents.
In addition, the site provides a single location for board members to enter and track contact information, which can be synchronized with Office Outlook 2010.  It also includes a location to enter links to useful sites such as competitors, product or industry publications.


Knowledge Base

The Knowledge Base (KB) application template for Microsoft SharePoint 2010 Standard | Enterprise provides a place where team members can upload and tag documents so that others can more easily find and learn from others 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, the template can be used in a ‘bottom up’ approach, where knowledge is captured by all users as a normal part of doing business which can then be disseminated to others within the organization.  All documents and articles in the Knowledge Base can have keywords, categories, and sub-categories associated with them and can also link to related documents, standardizing and simplifying the process of locating relevant information.


Document Library and Review

The Document Library and Review (DLR) application template for Microsoft SharePoint 2010 Standard / Enterprise Installations helps teams manage the review and feedback on documents.  The template begins by providing Document Workspace functionality, such as allowing team members to upload documents, automatically retain old versions and check the document out for editing offline.  Additional functionality is then built in to allow the users to designate which versions are ‘Published as a Major Version’, allowing team members to track which versions are critical to the review process.

The Document Library and Review template also adds the unique feature of allowing threaded discussions on each document directly within the Windows SharePoint Services site.  This allows users to manage and retain threads regarding a document in the same place where the document resides.  The site administrator can utilize the features included within the template to view discussion threads, filter by topic, or create other customizable views.


Contacts Management

The Contacts Management (CM) application template for Microsoft SharePoint 2010 Standard | Enterprise Installations is used by groups or teams who wish to maintain a common set of contact names, phone numbers and email addresses.  The template allows central retention of contact information as well as a record of who last updated the contact’s information.  Also included in the template is the ability to search the entire database of contacts by simply typing in the search criteria in a search box on the main page.


Discussion Database

The Discussion Database (DD) application template for Microsoft SharePoint 2010 Standard | Enterprise Installations helps teams organize track public discussions on topics generated by team members.  When a new discussion topic is generated, the owner designates a category, which helps structure the discussions so they can more easily be located by those interested in the content.  Additionally, team members can subscribe to the RSS feed of the discussion database through an RSS reader such as Microsoft Office Outlook 2010.