Enterprise 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".

Survey Emails Best Practices Guidelines

The Survey Emails Best Practices Guidelines will provide you with step-by-step information and guidance on how to perform survey emails.

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,...

Optimize Software Pricing in a Volatile Competitive Market Workbook

This workbook contains product pricing priorities, interviewee tracking, sample questions, and “critical” competitive information, which enables the price team to...

Lead Gen Engine Diagnostic Tool

An easy to use diagnostic tool that will help you quickly pinpoint weakness within your lead gen engine.

Go-to-Market Strategy RACI and Launch Checklist Workbook

The Go-to-Market Strategy RACI and Launch Checklist Workbook helps you outline team roles, responsibilities, tasks, due dates for a comprehensive Go-to-Market strategy,...

Product Market Opportunity Sizing Workbook

The Product Market Opportunity Sizing Workbook provides marketers a way to capture the dimensions of your currently penetrated market, then enables you to size your...
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