Applications - Tools

Business Case Change Log

This tool will help you document changes to the initiative that are likely to impact the business case and require the reforecasting of benefits and financial indicators.

Audit Defense Maturity Assessment Tool

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

CRM Suite Evaluation and RFP Scoring Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...

M&A Software Asset Maturity Assessment

This template will examine the maturity of your current M&A readiness and software asset management practices.

License Inventory

This tool will help during an M&A when creating a license inventory for both organizations. It will be critical to keep track of important license-related information,...

M&A Software Asset RACI Template

This template will help you assign responsibilities to staff on your cross functional audit team.

CRM Use-Case Fit Assessment Tool

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

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.

Big Data Use-Case Suggestion Tool

Use this tool to identify big data use cases at the industry and department levels. With the suggestions in this tool as inspiration, evaluate your own cases in terms of...
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