Applications - Tools

Mid-Market BI Vendor Shortlist and Feature Analysis Tool

Info-Tech conducted its own market evaluation of 11 leading Mid-Market BI vendors. This tool allows enterprises to profile their BI requirements and generate a shortlist...

Sales Application Portfolio Matrix and Assessment

This tool will help you holistically assess multiple aspects of sales-related IT assets. The outputs of the tabs in the tool will either serve as input for sequential...

Marketing Management Suite Implementation Work Breakdown Structure

Use this template to support your outlining of the steps required to successfully implement a MMS suite into your IT landscape and business environment.

CSM Use-Case Fit Assessment Tool

Use this tool to help build a CSM strategy for the organization based on the specific use case that matches your organizational needs.

LMS Strategy Content Audit Tool

Use this tool to document the efforts of your learning content audit.

Audit Defense Maturity Assessment Tool

This template will examine the maturity of your current audit preparedness and software asset management practices.

Audit Defense Readiness Assessment

This template will provide you with a checklist to ensure all appropriate tasks have been completed.

CXM Business Process Shortlisting Tool

This tool helps you outline and prioritize your customer experience management goals and link their relevance and value to APQC-based processes.

CXM Portfolio Designer

Answer the questions in the CXM Portfolio Designer geared at understanding your needs for marketing, sales, and customer service enablement.

CRM Implementation Work Breakdown Structure

Use this template to support your outlining of the steps required to successfully implement a CRM suite into your IT landscape and business environment.
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