Applications - Tools

Power Apps Workbook

An Excel workbook to facilitate activities outlined in the main slide deck of the research storyboard.

Right-Size Your Enterprise Application Support Team Workbook

An Excel tool to help determine your team’s staffing needs, sourcing, and structure.

Board Management Vendor Selection Workbook

Key resources include the vendor evaluation workbook and supporting frameworks for requirements gathering, vendor shortlisting, demo scoring, and contract negotiation to...

Competitive Intelligence and Go-to-Market AI Playbook

This playbook provides a repeatable, AI-enabled framework for building a market, competitive, and go-to-market analysis.

Process Discovery and Evaluation Tool

An Excel tool that helps you assess the suitability, value, risk, and feasibility of business processes.

Process Reimagination Canvas

A PowerPoint tool you can use to create an executive-ready, one-page summary of how your redesigned workflow delivers value.

Collaboration Platform RFP Scoring Tool

After responses to an RFP have been received, enterprises considering collaboration platforms need a way to compare potential solutions. Use this RFP scoring tool to record...

Data Governance Communication Tracking and Planning Tool

Use this tool to track and plan formal communication events for the organization's data governance program.

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...
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