Tools

Customer References and Reviews Tracker

The Build a Strong AR Program Foundation Customer References & Reviews Tracker helps you manage the process to identify, recruit, and reach out to customers as you recruit...

Research Firm Markets Tracker

The Build a Strong Analyst Relations Foundation Research Firm Markets tracker is designed to help you record the specific analysts, firms, and markets you are pursuing.

Requirements Workbook: AI-Assisted Sales Automation Solutions

A structured, editable tool to help you clearly communicate your needs to AI-assisted sales automation solution vendors.

WMS Capability Assessment and Implementation Roadmap Tool

This tool provides a guided, repeatable framework to align WMS transformation with business strategy, operational realities, IT satisfaction, and digital readiness –...

IT Career Planning Self-Assessment

Use this tool to describe your current career situation and identify your future goals.

ROI Workbook

An Excel tool that calculates your proposed project’s estimated return on investment.

Cost-Benefit Analysis Workbook

An Excel template that assesses both tangible and intangible costs and benefits.

Project Costing Workbook

A cost planning and tracking Excel tool to build your project’s financial foundation.

TCO Calculator

This Excel tool provides a full view of total costs over your project’s lifecycle.

Data Value Mapping for Banking Tool

Your bank is rushing to adopt AI/ML; modernizing your data strategy is critical for success.

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