Applications - Tools

Business Case Workbook

The Business Case Workbook serves as the holding document for the different elements in the business case. Use each assigned tab to input the relevant information for the...

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.

HRIS Use-Case Fit Assessment Tool

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

HRIS Vendor Shortlist & Detailed Feature Analysis Tool

Use this tool to develop your own custom shortlist. The tool's criteria weightings will identify vendors that align with your solution requirements.

HRIS Evaluation and RFP Scoring Tool

This tool will help you evaluate and compare the results of your HRIS RFP process quickly and easily.

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.
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