Applications - Tools

CSM Platform RFP Scoring Tool

Use this tool to support your business in conducting an objective evaluation of the CSM vendors being considered for procurement. Consider each suite's functional...

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.

IT Integration Roadmap Tool

Use the IT Integration Roadmap Tool to track key elements during the M&A discovery, integration planning, and execution phases.

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.

Track and Measure Benefits Tool

The Track and Measure Benefits Tool is used to monitor and track if the desired benefits have been met. Deviations in benefits are documented so a remedial action plan...

Initiative Roadmap Tool

The Initiative Roadmap Tool is used to organize and monitor project work. Project milestones and tasks can accurately be planned out. Once the project begins, real-time...

IT Due Diligence Report

This tool helps the CIO and IT due diligence team with tracking and documenting ongoing information discoveries throughout the due diligence phase of an M&A transaction.

Application Rationalization Impact Analysis Tool

A tool to help you document impact analysis for a given set of dispositions and help support a go/no-go decision on rationalization when coupled with a business value factor.

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...

Sales-IT Initiative Scoring, Prioritization, and Roadmap Tool

This tool serves to help project and management stakeholders visualize the implementation of Sales-IT initiatives. It can also help in development, planning,...
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