Tools

Regulatory Response IT Action Plan Tool – GLBA

Assess your regulatory response IT efforts across key regulations.

Agentic AI Use Case Tool for Financial Services

Use this structured scoring framework to evaluate and prioritize agentic AI use cases across financial services operations.

Build Your 90-Day Digital Sovereignty Workplan

Deliver a phased, week-by-week execution workplan with clear owners, decision triggers, and measurable definitions of done.

Agentic AI Use Case Tool for Healthcare

Score and prioritize candidate agentic AI use cases against a healthcare-specific rubric covering business impact, feasibility, and clinical risk.

Application Onboarding Resource and Journey Mapping Workbook

A workbook designed to map onboarding resources and structure the onboarding journey across teams.

Agentic AI Use Case Tool for the Nonprofit Sector

Identify, score, and prioritize the agentic AI use cases most ready to deliver mission and operational value across nonprofit organizations.

Application Sunsetting Workbook

A structured workbook used to determine readiness, map impacted components, and build a roadmap for application sunsetting.

Application Onboarding Maturity Assessment Tool

A structured tool used to assess application onboarding maturity and identify strengths, gaps, and improvement opportunities.

Web Experience Initiatives Prioritization and Roadmap Planning Tool

An interactive planning tool that helps teams evaluate, prioritize, and sequence web initiatives based on organizational value and implementation feasibility.

PKI/CLM Certificate Tracker

An Excel tool to inventory and monitor every digital certificate across your enterprise from issuance through renewal and revocation.

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