Applications - Tools

Lead Scoring Workbook

This tool accompanies the Optimize Lead Generation With Lead Scoring storyboard and is used to build and test your lead scoring methodology.

HRMS Application Inventory Tool

Use this tool to define applications and capabilities around your HR technology, including HRMS/HRIS/HCM. This will be used to conduct an application portfolio assessment...

Get the Most Out of Your HRMS Workbook

This tool is part of the Get the Most out of Your HRMS blueprint and is used to document and assist with this process.

Agile Challenges and Success Factors Survey

This tool, associated with our Agile Playbook for the Government of Canada blueprint, will help you identify where your Agile teams are experiencing the most pain so you...

Get the Most Out of Your CRM Workbook

This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.

CRM Application Inventory Tool

Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.

Business Function and Application Assessment

One of the keys to successful Application Portfolio Management (APM) is mapping business function and business value to applications in inventory. Use this tool to assess...

Application Department Strategy Supporting Workbook

Use this workbook to capture the results from a number of exercises in the Build an Application Department Strategy blueprint.

Get the Most Out of Your ERP Workbook

This tool accompanies Get the Most Out of Your ERP blueprint. It is used to assist with this process and capture the results from a number of exercises in this blueprint.

ERP Application Inventory Tool

Use this tool to define applications and capabilities around ERP. It will be used to conduct an application portfolio assessment (APA) for your ERP.
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