M&A Software Asset RACI Template

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

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,...

Don’t Allow Software Licensing to Derail Your M&A – Phase 2: Due Diligence

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the due diligence process and necessary structure that is required to assess...

M&A Software Asset Maturity Assessment

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

Don’t Allow Software Licensing to Derail Your M&A – Phase 1: M&A Overview

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the critical importance of licensing contracts and software assets during an...

Don't Allow Software Licensing to Derail Your M&A – Phases 1-4

This storyboard will walk you through the process of due diligence, pre-integration planning, and integration execution during M&A activity for software assets and...

Don’t Allow Software Licensing to Derail Your M&A – Executive Brief

Read this Executive Brief to understand which key indicators and red flags you should be aware of as you progress through the various stages of integrating software...

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...

CRM Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

Build a Strong Technology Foundation for Customer Experience Management – Phase 3: Finalize the Framework

This phase of the blueprint, Build a Strong Technology Foundation for Customer Experience Management, will help you create a CXM initiatives roadmap and prioritize...
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