Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Negotiate SaaS Agreements That Are Built to Last – Executive Brief

Read this Executive Brief to understand that contract review needs to look at the contract holistically, instead of just focusing on price.

Negotiate SaaS Agreements That Are Built to Last – Phase 1: Gather Requirements

This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you gather requirements.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Negotiate SaaS Agreements That Are Built to Last – Phase 2: Redline Contract

This phase of the blueprint, Negotiate SaaS Agreements that are Built to Last, will help you redline your proposed SaaS contract.

Build a Winning Business Process Automation Playbook

Automation is not the silver-bullet solution to your workforce productivity challenges. Optimization and automation must be used together to remove root-cause...
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Build a Winning Business Process Automation Playbook – Phases 1-3

This blueprint helps you develop a repeatable approach to understand your process challenges and to optimize and automate strategic business processes.

Process Interview Template

Use this template as a guide for conducting interviews regarding the viability of processes within your organization.
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