Enterprise Applications - Tools

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.

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.

Chatbot ROI Calculator

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

Chatbot POC Metrics Tool

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

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 Communication Plan

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

SCMS Strategy Documentation Tool

This Tool to the blueprint, Strategically Phase in Technology to Bolster Supply Chain Management, will help you to document the results of the Phase 2 and 3 activities...

SCMS Process Capability Prioritization Template

This Template to the blueprint, Strategically Phase in Technology to Bolster Supply Chain Management, will provide you with a simple template to capture, visualize and...
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