Tools

Assess Your Digital ID Adoption Readiness

​As part of Info-Tech's Navigate the Digital ID Ecosystem to Enhance Customer Experience research, this tool can help you assess your organization's readiness to adopt...

Business Vision IT Program Workbook

An Excel workbook that will support you in executing the steps provided in the blueprint.

Data & Analytics Skills Assessment and Planning Tool

Use this tool to help you identify the current and required level of competency for data & analytics skills, analyze gaps, and create an actionable plan.

Microsoft Teams Planning Tool

An Excel tool to help you document the organization’s key collaboration use cases, and prioritize which Teams apps to implement and encourage adoption on.

Deliver Operational Efficiency Through Predictive Maintenance Implementation Roadmap Tool

Ensure the right people are taking the correct actions at the correct time and the best solution is chosen.

Core Banking Front End Modernization Approach Selection Tool

Assess your current state and formulate a new long-term strategy.

Asset Sunsetting Tool

The Asset Sunsetting Tool provides a way to record and benchmark your asset performance against industry standards. It also guides content marketers in collecting the...

The B2B Cadence Formula Worksheet

This workbook is designed to help content marketing leaders collect and aggregate qualitative data on the buyer's asset and channel preferences, decision touchpoints, and...

Asset Effectiveness for B2B SaaS Companies – A Comprehensive Cheat Sheet

This is a guide that content marketers can use to build the asset journey with the right data to accelerate the buyer journey. It can also be used to communicate the...

Asset Quick Start Guide

This guide serves as a checklist of what to include or avoid in each asset type. Guidance is also given to create a look and feel consistent with the brand image and...
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