Tools

Analyst Engagement and KPI Tracker

The Analyst Engagement and KPI Tracker helps you track your analyst engagement types to ensure your AR program is making healthy progress on AR program KPIs.

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.

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.

ROI Workbook

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

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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