Process Interview Template

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

Create a Winning BPI Playbook – Phase 3: Analyze

This phase of the blueprint will assist in analyzing the current-state diagram that was constructed in the previous phase.

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.

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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Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Software Terms & Conditions Evaluation Tool

Use this tool to assess a proposed contract from a software vendor.

Master Contract Review and Negotiation for Software Agreements – Phase 2: Redline Contract

This phase of the blueprint, Master Contract Review and Negotiation for Software Agreements, will help you redline your proposed software contract.

Master Contract Review and Negotiation for Software Agreements – Phase 3: Negotiate Contract

This phase of the blueprint, Master Contract Review and Negotiation for Software Agreements, will help you create a thorough negotiation plan.

SaaS Contract Negotiation Terms Prioritization Checklist

This tool will help you prioritize your negotiation of key terms in your SaaS contract.

Key Vendor Fiscal Year End Calendar

Build your negotiation timeline based on your vendor’s fiscal year. Check this calendar before contacting your vendor.
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