Tools

CRM Assessment Tool for Higher Education

A scoring tool to evaluate institutional readiness across 12 strategic, technical, and organizational factors.

Agentic AI Use Case Tool for Transportation

The agentic AI use case selection tool helps users define and prioritize use cases to suit their requirements and objectives by defining their business impact and...

AI Value and Performance Evaluation Tool

Use this tool to define and assess the value of your AI initiatives and the performance of your organization against its AI targets.

OT Security Action Planner Tool

A tool designed to help manufacturing CIOs and technology leaders cut through complexity and focus on what matters most.

CMMC Readiness Assessment Tool

This Excel-based assessment tool is designed to help organizations evaluate current-state compliance and identify gaps before entering the formal certification process.

CMMC Asset Inventory Tool

A comprehensive Excel-based workbook to establish visibility into in-scope assets and define the system boundary for CMMC.

Oil and Gas ERP Requirements Gathering Tool

This tool enables organizations to systematically document, validate, and prioritize ERP requirements for an oil and gas ERP transition

Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.

Portfolio Manager: Extend to 48 Months (zip)

This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.

Data Strategy Accelerator Tool

Helps P&C insurers rapidly assess data maturity, identify governance gaps, and prioritize actions needed to build a reliable, business-aligned data strategy.
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