Project Charter

This template is designed to help you build a project charter in a timely manner.

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,...

Develop the Right Message to Engage Buyers

Marketers only have 7 seconds to capture a visitor's attention but often don't realize that the space between competitors and their company is that narrow. They often miss...

Develop the Right Message to Engage Buyers – Executive Brief

Drive higher open rates, time on site, and click-through rates with buyer-relevant messaging.

Reduce IT Risk Exposure in the Canadian Public Sector

Public-sector pension funds are the latest target in a trend of rising scrutiny of government and other institutions that serve Canadians. Are you able to ensure...

Build a More Effective Go-to-Market Strategy – Executive Brief

Use our concise Executive Brief to align your team on a shared GTM strategy vision and the benefits of a more effective GTM strategy.

Create Personas to Drive Omnichannel Requirements Template

Use this persona template to identify key customer personas for e-commerce and other channels.

Seven Steps to Accelerate Building Permits in Canadian Municipalities

The 2022 federal budget’s $4-billion investment to accelerate local building permitting, part of the National Housing Strategy, is a windfall for Canadians and the...
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