Tools

CLM RASCI Diagram

This tool will walk you through the process of identifying who in your organization is responsible for each stage of the contract lifecycle management (CLM) process.

Initiatives Consolidation Tool

Use this tool to consolidate initiatives from improvement opportunities, interview summaries, and in-flight initiatives within your organization.

After Negotiations Tool

This tool will help you conduct the debrief and evaluation sessions at various points in the negotiation process.

Sports Betting Business Model Selection Tool

This tool helps identify which sportsbook business model would be the best choice for your organization based on your drivers, challenges, and tolerance toward each...

Microsoft License Agreement Summary Tool

This tool will guide you to a summary of your various Microsoft license agreements that cover your Dynamics on-premises licenses.

Emergency WFH Assessment Tool

Be prepared to launch emergency work-from-home measures during the COVID-19 pandemic. Use this tool to quickly determine eligibility, audit technology and setup...

Existing CRM-AX License Summary Worksheet

This tool will help you summarize all your current CRM or AX licenses and annual costs into one list for use in mapping them to Dynamics 365 cloud-user or plan licenses.

Skills Assessment Tool

Use this tool to capture and prioritize your team's skills, evaluate individuals' capabilities, and understand where you face skill bottlenecks.

Sports Betting Platform Vendor Shortlist Tool

This tool will help you narrow down your choices of sportsbook vendors and build a shortlist.

Microsoft Dynamics 365 On-Premises License Transition Mapping Tool

This tool will walk you through the actual mapping of on-premises Server/CALs to Dynamics 365 cloud equivalent user-based license and step-up options to Plans.
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