Technology Management Library

The ultimate toolkit for technology management

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

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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:

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What’s included

Dozens of assets to support your technology programs

The Technology Expense Management (TEM) industry is at a critical juncture, facing significant challenges and opportunities. Read the 8-part series now

Use this template to document project plans.

This document outlines and defines the role of materials used in telecom audits.

Managing TEM (Telecom Expense Management) vendor relationships is crucial for organizations to maximize the value of their outsourced TEM programs. A proactive management plan is essential to navigate the complexities of implementation, cost, and scope associated with these relationships. By following the guidelines in this resource, organizations can improve the value of their TEM vendor relationships and ensure successful TEM programs.

This checklist outlines best practices for implementing Mobile Device Management (MDM) in an organization. It covers various aspects of MDM, from policy creation and infrastructure preparation to security measures and compliance monitoring, providing a comprehensive guide for organizations looking to implement or improve their MDM practices.

This resource outlines a roadmap for establishing and maturing a Telecom, Mobile, Cloud & IT Management Center of Excellence (CoE). It includes an accountability matrix that outlines the roles and responsibilities within the CoE structure, emphasizing efficiency, accountability, and alignment with business objectives to mature a CoE.

This checklist is designed to streamline your Bring Your Own Device (BYOD) program deployment, ensuring you cover all crucial aspects before launch. Whether you’re a small business or a large enterprise, this invaluable tool will help you plan and prepare for BYOD.

This document contains a glossary of definitions and explanations of terms relevant to TEM.

This is a template for building a business case for a Telecom Expense Management (TEM) program. The template is designed to help stakeholders create a comprehensive and persuasive business case that can inform decision-makers about the potential benefits and implementation of a TEM program.

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.

Telecom, mobile, and cloud / IT management practices rely on several technology management tools to achieve the highest degree of operational excellence, financial accountability, and technical integrity to deliver optimal business results. This cheat sheet goes beyond the core technology management systems and identifies sixteen additional business systems and resources that every technology management professional should also know, as they are valuable sources of data and information supporting technology management.

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.

Are you managing or updating your mobile device and service plan inventory? Explore this reference guide featuring 30 essential data fields to include. With this information at your disposal, you can enhance your ability to manage, audit, and optimize mobile devices and services. Moreover, your reporting and forensic analysis of the mobile estate will become more precise and effective.

This template guides technology management professionals through deploying new technology or business systems to users. It includes a launch plan RASCI, a launch team roster, a communication timeline, and a legend of communication forums. It is fully adaptable for projects of any size.

This resource provides templates for various communication scenarios related to billing disputes, contract cancellations, and credit requests. These templates are designed to help you effectively communicate with vendors or service providers in specific situations. Use the templates as is, or adapt them to meet your specific needs.

Organizations rely on Software as a Service (SaaS) solutions to drive productivity and innovation. However, the rapid adoption of these tools often leads to uncontrolled spending, unused licenses, and a lack of visibility into the organization’s software ecosystem. This 36-point checklist is designed to help IT leaders, finance managers, and procurement professionals take control of their SaaS investments. Organizations can significantly reduce costs, enhance visibility, and optimize their software portfolio by implementing these strategic actions.

This guide outlines seven essential technology management cost optimization metrics that identify opportunities to streamline telecom, mobile, cloud, and IT spending and improve efficiency. By leveraging these metrics, organizations can gain valuable insights into their technology expenditures, prioritize optimization efforts, and make data-driven decisions to maximize their investments and purchasing power.

Technology expense management roles encompass various positions focused on optimizing and overseeing an organization’s technology-related costs. These roles include TEM Managers, IT Finance Directors, Financial Analysts, Accounts Payable Specialists, Cost Accountants, Auditors, Budget Analysts, and Vendor Managers. Responsibilities range from strategic planning and financial oversight to invoice processing, cost analysis, budget management, and vendor relationship management. The primary goal is to ensure efficient resource utilization, cost savings, and compliance across technology expenses.

Reports inform action, illustrate results, and provide vital information to telecom, mobile, and cloud / IT management professionals and business stakeholders alike. This resource defines must-have financial and operational reports and dashboards for your technology expense management practice.

Keeping data safe for the connected workforce is a top business concern. Bad actors are a persistent threat to data security and proactive measures to reduce the risk of data breaches is a necessity. Take this 12-question online assessment to learn how your data protections measure up to best practices.
Business rules that guide decommissioning of mobile devices are equally as important as the rules that guide ordering, activation, and enrollment. Use this checklist to inform six essential policy aspects of device end of life disposition that meet your specific business needs.
Understanding technology, how it works, and the business problems technology solves is essential for all technology management professionals. And, if you handle financial or operational aspects of technology management and you have a solid understanding of the technology, you’ll be better equipped to interact with your technical counterparts. This cheat sheet helps you master cloud computing concepts.
You are on a mission to create a Technology Management Center of Excellence (CoE) that is recognized across the business as a shining example of efficiency and business value delivery for everyone who uses and relies on telecom, mobile, cloud, and IT assets, licenses, and services. You have the team, business sponsorship, and a go-forward plan. Next, you need a clear and concise dashboard to track progress for CoE contributors and to report progress to business owners. Here’s a template and a guide to help you succeed.
Inventory accuracy is a leading indicator of telecom, mobile, and cloud / IT management program efficiency. Know what you have, how it is configure, what it costs, and who is using it, and you are bound to have an efficient and effective program [‘what” and ‘it’ = telecom, mobile, and cloud / IT assets, licenses, and services]. It’s hard to maintain inventory accuracy, though, as change is the only constant when it comes to technology management. The negative effects of change can be mitigated, though, to improve inventory accuracy and overall program success by acting now!
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.
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 (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.
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.
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.
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.

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.

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.
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.
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.
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.
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® Efficiency First® Framework that every technology management professional should know.
A process roster and a RASCI matrix are effective tools for documenting the roles of team members. 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.
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.
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.
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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.

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