Applications - Tools

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...

Effective Licensing Position Tool

This template will help you create an effective licensing position and determine your compliance position.

Audit Defense Readiness Assessment

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

Web Process Automation Investment Appropriateness Assessment Tool

Use this tool to identify potential investment areas for solutions relating to WEM.

LMS Strategy Content Audit Tool

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