Tools

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.

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...

Business Function and Application Assessment

One of the keys to successful Application Portfolio Management (APM) is mapping business function and business value to applications in inventory. Use this tool to assess...

Grant Identification and Prioritization Tool for Organizations

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

Contact Center Decision Points Tool

Use this brief questionnaire to quickly narrow down which contact center architecture is right-sized for your organization.

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...

Application Department Strategy Supporting Workbook

Use this workbook to capture the results from a number of exercises in the Build an Application Department Strategy blueprint.

Analytics Operating Model Building Tool

Use this tool to capture the results of your organization's analytics capability assessment and develop your analytics operating model.
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