Enterprise Applications - Tools

Get the Most Out of Your ERP Workbook

This tool accompanies Get the Most Out of Your ERP blueprint. It is used to assist with this process and capture the results from a number of exercises in this blueprint.

ERP Application Inventory Tool

Use this tool to define applications and capabilities around ERP. It will be used to conduct an application portfolio assessment (APA) for your ERP.

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.

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.

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...
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