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,...

CRM Application Inventory Tool

Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.

Get the Most Out of Your CRM Workbook

This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.

Chatbot POC Communication Plan

Use this tool to communicate and market the launch of the chatbot to your organization and stakeholders.

Chatbot POC Implementation Roadmap

Use this tool to plan and roadmap your action items during and beyond the implementation of your chatbot proof of concept.

Chatbot POC Metrics Tool

Use this tool to record the metrics necessary to manage the success of your chatbot.

Chatbot ROI Calculator

Use this tool to determine if implementing a chatbot can create an ROI for your organization.
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