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Tools

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Document Security Needs Assessment Tool

Use this tool to evaluate your current needs with respect to document security and electronic approvals.
Spreadsheet

BPM Maturity Assessment Tool

This tool will help you determine how much your organization should invest in a business process management (BPM) initiative. The tool provides a...
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Spreadsheet

BPM Process Mapping and Simulation Tool

This tool will help you map out your current processes and document process owners, resources, and cost. The tool also provides the capability to...
  • 1
Spreadsheet

Marketing Process Automation: Investment Appropriateness Assessment Tool

The tactics provided in this tool are a starting point for organizations considering investment in marketing process automation. Use the tool in...
  • 2
Spreadsheet

Lead Management Automation RFP Scoring Tool

After responses to an RFP have been received, enterprises considering an LMA platform need a way to compare potential solutions. Use this RFP...
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Spreadsheet

Extend SharePoint Prioritization Tool

SharePoint is a large, sprawling application that requires specific customizations or add-ons for optimal functioning. Develop a custom list of...
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Spreadsheet

Lead Management Automation Vendor Shortlist Tool

Use this tool to generate a customized shortlist of vendors, based on the capabilities that the enterprise requires in a Lead Management...
  • 2
Spreadsheet

Mid-Market ERP Vendor Shortlist Tool

Info-Tech conducted its own market evaluation of thirteen ERP solutions. Use this tool to narrow the vendors down to a shortlist of solutions...
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Spreadsheet

Social Media Maturity Assessment Tool

Use this tool to evaluate your position on the social media maturity model and receive feedback on how to optimize your strategy.
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Spreadsheet

Business Function and Application Assessment

One of the keys to successful Application Portfolio Management (APM) is mapping business function and business value to applications in...
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Spreadsheet