Business Area Groupings

In order to help differentiate between the two types, all server admin templates are labeled with an asterisk (*) in the groupings below.

Business Management / Finance
Business Management and Finance groups often work with a variety of different business applications and systems. The application templates in this group help pull some of that data together into one common system. Application templates for managing disputed invoices and expense reports can help bring two separate finance processes together in a common SharePoint site. For business management, working with a compliance process or performance reporting can be enhanced with an application template.

Human Resources
The Human Resources team can benefit from a variety of templates designed to simplify complex organizational processes and help control the flow of information. Templates in this group work well when used directly by a team member or shared with the entire organization to provide self-service access to benefits and other information. Application templates that provide a single source for schedules and data can also help coordinate the hiring process and absence/vacation planning management.

Operations / IT
Application templates focused on the Operations and IT groups can be used to help keep day-to-day business operations running smoothly and assist with managing projects. Templates in this group cover a broad range of operations solutions, from organizing and coordinating an organization’s customer service and support teams to assisting with managing inventory, physical assets, and room and equipment reservations. IT teams can use the templates to manage bug reports and help desk requests.

Project Tracking / Product Management
These templates were created to help keep the flow of information moving and assist with the tracking and managing of one or many projects. Product and Project Management teams can benefit from the application templates in this group by being able to capture and share team knowledge while keeping members all on the same page.

Sales / Marketing
Sales and Marketing teams perform well when kept up-to-date on the latest information and competitive knowledge. The application templates in this group were created specifically to help those teams stay on top with scenarios that help manage sales leads and contacts, organize competitive analysis, and assist with marketing campaigns and new product planning.

Specialized / Verticals
The templates in this group relate to more specialized tasks or specific industry verticals, though some may crossover into other business areas. Use these templates if your organization is involved in one of the industries listed or has a specific business need for which the template can provide a solution.