Tools

Scale Business Process Automation Readiness Assessment

Use this tool as part of the Scale Business Process Automation blueprint to evaluate your readiness to scale business process automation.

Comprehensive Risk Impact Tool

Use this tool to help identify and quantify the impacts of negative vendor actions.

Communications Planner Tool

Use this tool to plan your communications, view your deliverables, and compose your pitch all in one document.

UEM Requirements Workbook

This spreadsheet will help you formalize UEM selection and set a starting point for platform evalution.

Choose the Right Channel Sales Partner Workbook

The supporting tools accompany each step of this blueprint you need to complete your evaluation of your channel sales partner strategy.

Nonprofit Data and Analytics Use Case Tool

A tool that helps you accelerate your use case analysis and further your nonprofit organization’s mission.

Email Security Checklist

This tool provides a checklist for implementing controls to strengthen your organization's email security posture.

ABM Maturity Diagnostic Assessment

Quickly and accurately diagnose your current account-based marketing (ABM) maturity. This diagnostic assessment will help you understand how prepared you are for each...

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.
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