Tools

Cloud Strategy Workbook

An Excel-based tool to help you assess individual workloads based on their suitability for the cloud and the risks you will face as part of a potential cloud migration.

Cloud Strategy Roadmap

An Excel-based tool to visualize your roadmap and track its progress.

Uncertainty Foresight Workbook

An Excel-based tool to map macro uncertainties, identify risk events, and build a forward-looking roadmap

Research Firm Markets Tracker

The Build a Strong Analyst Relations Foundation Research Firm Markets tracker is designed to help you record the specific analysts, firms, and markets you are pursuing.

Analyst Engagement and KPI Tracker

The Analyst Engagement and KPI Tracker helps you track your analyst engagement types to ensure your AR program is making healthy progress on AR program KPIs.

Customer References and Reviews Tracker

The Build a Strong AR Program Foundation Customer References & Reviews Tracker helps you manage the process to identify, recruit, and reach out to customers as you recruit...

Choose the Right Channel Sales Partner Workbook

The supporting tools accompany each step of this blueprint you need to complete your evaluation of your channel sales partner strategy.

Requirements Workbook: AI-Assisted Sales Automation Solutions

A structured, editable tool to help you clearly communicate your needs to AI-assisted sales automation solution vendors.

WMS Capability Assessment and Implementation Roadmap Tool

This tool provides a guided, repeatable framework to align WMS transformation with business strategy, operational realities, IT satisfaction, and digital readiness –...

IT Career Planning Self-Assessment

Use this tool to describe your current career situation and identify your future goals.
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