CIO - Tools

Due Diligence Checklist and Rubric

This Excel workbook is dedicated to helping CIOs and their M&A team structure their due diligence questionnaires and checklist.

M&A Culture Assessment

This tool provides a high-level cultural assessment of the organizations involved in an M&A to inform the cultural integration plan.

AI Risk Management Maturity Assessment Tool

Analyze your organization’s current- and target-state maturity in AI capabilities and systematically develop a plan for your target AI practices.

AI Risk Register Tool

Build a repository of all the AI risks identified in your environment with the responsible owner, category, and planned actions for each risk.

AI Use Case Selection Tool

A comprehensive repository that will help you discover use cases that will generate the most value for your organization.

CX AI Use Case Discovery Tool

A robust, Excel-based tool to help you identify the right AI use cases to explore for CX in your organization.

Solution Path and Size Estimation Tool

An Excel-based tool to help you identify the solution path and establish a size estimate for your project.

CX KPI Value Mapping Tool

A comprehensive tool to help you identify the right AI use cases to explore for CX.

Stakeholder Action Plan

An in-depth template to plan initiatives and establish focus areas for improving stakeholder relationships.

Service Desk AI Use Case Discovery Tool

A detailed Excel-based tool to help you identify the right AI use cases to explore for your service desk.
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