Enterprise Applications - Tools

HRMS Application Inventory Tool

Use this tool to define applications and capabilities around your HR technology, including HRMS/HRIS/HCM. This will be used to conduct an application portfolio assessment...

Get the Most Out of Your HRMS Workbook

This tool is part of the Get the Most out of Your HRMS blueprint and is used to document and assist with this process.

Lead Scoring Workbook

This tool accompanies the Optimize Lead Generation With Lead Scoring storyboard and is used to build and test your lead scoring methodology.

Select an ERP Implementation Partner Workbook

Use this tool to record the work done in the blueprint activities.

RFx Vendor Evaluation Tool

Use this tool to evaluate the implementation partner responses.

Buyer Persona and Journey Interview Guide and Data Capture Tool

This tool accompanies the Create a Buyer Persona and Journey blueprint and is used to make it easy and fast to get started interviewing customers and prospects to capture...

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 must...

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 service...

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, prioritizing,...
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