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BPMN for IT Service Delivery Management

The BPMN Diagram for IT Processes template maps and optimizes IT workflows, from incident management to service delivery. Ideal for IT teams looking to enhance service management, streamline operations, and boost service quality, this template provides a visual framework for identifying bottlenecks, improving communication, and achieving efficient IT process management.

Team Charter Template

A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group. A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure.

Block Diagram Template

Use this template to illustrate technical systems. Blocks represent important objects in the system, and arrows demonstrate how the objects relate to each other. Perfect for engineers, workflow managers, or anyone trying to build a better process.

On-Call Incident Log Template

Are critical system outages turning your team into firefighters scrambling through Slack threads, email chains, and hastily scribbled notes? When incidents strike, the last thing you need is hunting through scattered logs while your users wait for answers. Without a centralized way to track incident details, response times, and root causes, even your best engineering teams struggle to spot the patterns that could prevent future outages. This disconnect between incident response and learning means you're likely repeating the same mistakes, missing early warning signs, and burning out your on-call engineers. But there's a better way to handle the inevitable chaos of system incidents.

UML State Machine Diagram Template

Visualize the workflow of a process and how objects perform actions based on different stimuli. State machine diagrams are valuable for understanding how an object responds to events at the different stages of its life cycle. They are also helpful for visualizing event sequences in a system.

ERD Customer Relationship Management (CRM) Template

The ERD Customer Relationship Management (CRM) template streamlines and enhances the management of customer relationships within businesses. It focuses on organizing customer information and interactions in a visually intuitive manner. Key entities such as Customer, Interaction, Sales Opportunity, Product, and Support Ticket are central to the template, facilitating the tracking of customer relationships, sales funnel activities, product purchases, and customer service interactions. This structured approach is critical for boosting customer satisfaction and optimizing sales strategies, making the ERD CRM template an invaluable asset for businesses aiming to improve their CRM processes.

Entity Relationship Diagram Template

Sometimes the most important relationships in business are the internal ones—between the teams, entities, and actors within a system. An entity relationship diagram (ERD) is a structural diagram that will help you visualize and understand the many complex connections between different roles. When will an ERD come in handy? It’s a great tool to have for educating and onboarding new employees or members of a team, and our template makes it so easy to customize according to your unique needs.

SAFe Roam Board

A SAFe ROAM Board is a framework for making risks visible. It gives you and your team a shared space to notice and highlight risks, so they don’t get ignored. The ROAM Board helps everyone consider the likelihood and impact of risks, and decide which risks are low priority versus high priority. The underlying principles of SAFe (Scaled Agile Framework) are: drive cost-effective solutions, apply systems thinking, assume that things will change, build incrementally, base milestones on evaluating working systems, and visualize and limit works in progress.