Tools

Evalu-Rate Your Account Team

Use this tool to collect and record stakeholder input on the vendor's performance according to your team's, and the contract's, expectations.

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.

Agile Readiness Assessment Consolidated Results Tool

Consolidate Agile Readiness Assessment survey responses by team/role and produce your heatmap for analysis.

Work-From-Home Tips for Managers

You may be preparing the workforce to begin working from home to help limit the spread of COVID-19. Provide managers with this infographic to help them maintain...

Digital Risk Profile Tool

Use this tool to identify which risk categories are of primary concern to your organization based on your internal and external environment, as well as set of predefined...

Financial Literacy Development Program Playbook

This comprehensive Excel workbook offers a place for you to document your analysis and key decisions when putting together your financial literacy development program and...

Enterprise Data Models

Use this Archi file in conjunction with the blueprint Create and Manage Enterprise Data Models.

Cloud Maturity Assessment

Assess the intensity and cloud maturity of your IT operations for each of the key cloud workstreams: Consume, Host, and Build.

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.

Cloud Operations Design Sketchbook

Use this tool to capture the cloud operations design as you build it and review examples.
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