Tools

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.

IT Financial Data Taxonomy Workbook

Use this Excel workbook to document the outcomes of your IT financial data discovery, taxonomy development, and taxonomy implementation planning activities.

Develop Your Higher Education Industry of the Future Report Workbook

This Excel-based workbook guides you through the creation of your Industry of the Future Report, all in a context that’s uniquely relevant to your organization.

AI Use Case Library for the Oil and Gas Sector

This deliverable helps organizations explore, sort, and evaluate a curated library of oil and gas–specific AI use cases to inform AI strategy and roadmap decisions.

Retail Supply Chain Use Case Prioritization Tool

Use this tool to develop AI‑driven supply chain use cases and to identify and prioritize high‑value, feasible initiatives.

Customer Advocacy Maturity Assessment Tool

By completing the Customer Advocacy Maturity Assessment Tool, you will gain insight into areas of strength and weakness, identify areas of improvement and where to focus...

Lead Scoring Workbook

This tool accompanies the Optimize Lead Generation With Lead Scoring storyboard and is used to build and test your lead scoring methodology.

Build Investor Awareness RACI and Task Checklist

This template makes it easy for you to identify the tasks that need to be completed to execute the campaign and assign the tasks to the appropriate person/department.

Build Investor Awareness Due Diligence Document Checklist

This template provides a detailed list of due diligence documents that might be requested by investors.

Investor Website Data Checklist

This template enables you to check external data sources to ensure they have current information.
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