Contact Center Business Requirements Document

Use this template to proficiently gather business requirements for your right-sized contact center solution.

Contact Center RFP Scoring Tool

This tool enables organizations to evaluate and compare the results of an RFP process quickly and easily. The outcome of this exercise will be a determination of which...

Grant Identification and Prioritization Tool for Organizations

Identify, prioritize, and reflect on grant funding opportunities for your organization.

Project Risk Management Workbook

Use this tool to help you determine an appropriate level of risk management rigor for a project and to manage risks and issues throughout project execution.

Privacy and Security Business Alignment Tool

The Privacy and Security Business Alignment Tool is your repository for tracking the alignment of your business objectives, privacy and security enablers, and associated...

Get the Most Out of Your CRM Workbook

This tool accompanies the Get the Most Out of Your CRM blueprint and is used to document and assist with this process.

CRM Application Inventory Tool

Use this tool to define applications and capabilities around your CRM. This will be used to conduct an application portfolio assessment for your CRM.

VAR Listing and Prioritization Tool

This tool will allow you to capture your VAR portfolio in one list where they can be prioritized to allow for focused improvement.

VAR Features Checklist Tool

This tool will allow you to review VAR features and benefits to create a checklist for your organization's requirements.

VAR Profile and EvaluRation Tool

This tool will allow you to capture and rate each benefit that your VAR offers and that you use. In addition, it will rate them side by side and classify them in the...
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