Applications - Tools

Get the Most Out of Your Dynamics 365 F&O Workbook

Use this template to record the outputs from the blueprint activities in build your "Get the Most Out of your Dynamics 365 Finance and Operations Report".

Manage Requirements in an Agile Environment Document Calendar

This is a tool for determining the right level of documentation for your organization, and whether you’re spending too much, or even not enough, on Agile Requirements...

Manage Requirements in an Agile Environment Workbook

Supporting tools and templates in advancing your Agile requirements practice, to be used in conjunction with the Agile Requirements Blueprint, and Playbook.

Application Portfolio Management Snapshot and Foundations Tool

Use this tool to store application information, execute rationalization, and build a portfolio roadmap your applications.

Project Burndown Chart

A tool to create an Agile project burndown chart.

Traditional to Agile Gating Artifact Mapping

Map your traditional gating artifacts to Agile delivery.

Project RACI Chart

The RACI chart assists you in organizing roles for carrying out project steps and ensuring that there are definite roles that different individuals in the organization...

Customer Service Business Process Shortlisting Tool

This tool serves to outline and prioritize your customer goals and link their relevance and value to your Customer Service processes. It provides a list of customer...

Customer Service Systems Strategy Tool

This tool will help you holistically assess multiple aspects of Customer Service-related IT assets. The outputs of the tabs in the tool will either serve as input for...

Customer Service Initiative Scoring and Roadmap

This tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning,...
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