Technology Management Library

The ultimate toolkit for technology management

Access eBooks, pro tips, checklists, templates, guides, and resources that support best practice execution for:

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Topics covered

Best practices for topics that matter to you

Technology Management Library resources span telecom, mobile, cloud, and IT management best practices in key areas, including:

  • Asset Management
  • Change Control
  • Data Privacy
  • Disaster Recovery
  • Endpoint Management
  • Help Desk
  • License Management
  • Network Design
  • Regulatory Compliance
  • Sourcing & Procurement
  • Vendor Management
View all topics

🤩 Enjoy these free resources

Just for you

  • 25 TEM Reports Everyone Needs

    This resource defines must-have financial and operational reports and dashboards for your technology expense management practice.

  • Mobile Asset Management EOL Policy Development Checklist

    Use this checklist to inform six essential policy aspects of device end of life disposition that meet your specific business needs.

  • Cloud Computing Concepts

    This cheat sheet helps you master cloud computing concepts.

  • Center of Excellence Dashboard Template

    A clear and concise dashboard to track progress for CoE contributors and to report progress to business owners.

  • Top 5 Actions to Maintain Inventory Accuracy

    Know what you have, how it is configured, what it costs, and who is using it, and you are bound to have an efficient and effective program.

  • Unlock all resources!

    The Technology Management Library includes dozens of must-have tips, checklists, templates, guides, and more! Subscribe today!

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Example resources

Dozens of assets to support your technology programs

eBook: Technology Expense Management Is Useless….Unless You Have 10 KPIs To Prove It Isn’t

Technology expense management professionals inherently understand the value of what they do and how the practice helps their organization. The problem is that the business they serve may not fully understand the value of an expense management practice. This eBook offers the insights and KPIs you need to take control of the value proposition narrative and prove the value of your technology expense management practice to business stakeholders.

Mobile Device Policy Template

Use this template to create a mobile device policy from scratch or to supplement an existing policy document. This template offers language suggestions for the purpose and scope of the policy, policy monitoring and enforcement, contracts and procurement, eligibility and approval, corporate and personally owned devices, procurement and service ordering, acceptable use, service, and support.

Technology Expense Management Audit & Optimization Checklist

Technology expense management (TEM) auditing validates the financial, logical, and physical accuracy of telecom, mobility, and cloud / IT technology (assets, licenses, and services). Optimization activities improve the total cost of technology ownership. This checklist offers 170+ validation points that confirm and improve the cost of telecom, mobile, and cloud / IT technology in your environment.

Vendor Performance Scorecard Template

Holding vendors accountable for contractual obligations requires understanding of how they perform over the course of a contract term. Use this template to measure and report financial, service delivery, and customer service performance. Enter your measurement criteria and weighting / scoring preferences and you are good to go. Note that this template contains cell notes to guide usage.

Technology Expense Management System Demo Meeting Agenda Template

Demos are useful when evaluating software. They illustrate functionality and allow you to visualize the experience of using the software. Make the most out of your next demo by telling the vendor upfront exactly what you’d like to see and understand during the demo. Use this agenda as a starting point to guide a demo that explores all of the features, functionality, and capabilities that matter to you.

Telecom Contract Catalog Fields

A contract catalog is an invaluable resource for analysts, vendor managers, sourcing professionals, procurement specialists, and negotiators. It summarizes contractual details into a standard format and serves to inform a variety of business decisions that are influenced by contractual obligations. Use this cheat sheet to design an ideal contract catalog for your telecom carrier and service provider contracts.

The Definitive Technology Expense Management Service Level Agreement Guide

Effective service level agreements (SLAs) have four essential components:

  • A definition that describes the scope and purpose of the SLA
  • Definition of how the SLA will be measured (performance calculation)
  • A target performance minimum threshold
  • Remedies for performance that falls below the minimum threshold

Explore this guide to determine the right SLAs for your TEM program.

Asset Management Team Roster & RASCI Template

Process rosters and a RASCI matrix are tools for documenting the roles of internal team members and external third-party contributors for a stated process or set of processes. Outlining who is responsible and accountable for process activities, along with identifying people available to support and people who should be consulted and informed about the process, improves process performance by eliminating ambiguity and enabling ownership.

Request for Proposal Checklist

Sourcing events that utilize a request for proposal (RFP) can involve many people and resources. The purpose of an RFP is to standardize evaluation of multiple vendors against business requirements, performance requirements, and price. Use this checklist to ensure your sourcing event addresses the most common RFP practices.

Vendor Demo Scorecard Template

Before your next vendor demo, have a plan to evaluate what you learn against your specific business needs and preferences. This resource template is designed for evaluating common technology expense management (TEM) capabilities; however, the presentation sections can be tailored to meet your specific TEM needs or for any vendor type. Weighting of certain capabilities allows you to further refine the criteria most important to you. Give everyone on the evaluation team a copy and compare results when done.

Service Provider SLA Measurement Template

You may have a several service level agreements (SLAs) with any given service provider. Technical SLAs, customer support SLAs, and billing accuracy SLAs are common. Having a quick glance dashboard that provides key SLA details and identifies how each service provider is performing can be very helpful in both internal planning meetings and business review meetings with service providers. Use this template to capture the most important SLA information and to understand performance against SLA commitments.

Technology Management Tools Cheat Sheet

People, process, and technology are fundamental elements of every business practice. People with required skills execute within defined processes and technology supports both people and processes achieve optimal results. Telecom, mobile, and cloud / IT management practices rely on the right technology management tools to achieve the highest degree of operational excellence, financial accountability, and technical integrity to deliver optimal business results. Here are ten core management technologies defined within AOTMP® University’s Efficiency First® Framework that every technology management professional should know.

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