Tools

Elevate Analyst Relations Playbook

This playbook ensures clear roles, ongoing management, and a continuous feedback loop to refine your analyst relations strategy.

Service Desk AI Use Case Prioritization Matrix

A step-by-step evaluation matrix tool to help you track and analyze potential AI pilot use cases.

Health Insurance AI Initiatives Prioritization and Roadmap Planning Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

Stakeholder Action Plan

An in-depth template to plan initiatives and establish focus areas for improving stakeholder relationships.

AI Use Cases for Wealth and Asset Management Prioritization Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

Solution Path and Size Estimation Tool

An Excel-based tool to help you identify the solution path and establish a size estimate for your project.

CX KPI Value Mapping Tool

A comprehensive tool to help you identify the right AI use cases to explore for CX.

CX AI Use Case Discovery Tool

A robust, Excel-based tool to help you identify the right AI use cases to explore for CX in your organization.

IT Controls Register

A detailed workbook that acts as a central repository for every stage of your IT controls register efforts.

Data-as-a-Product ​Readiness Assessment

An easy-to-use tool to kick-start your journey by understanding your organization’s readiness to adopt the data-as-a-product approach.
Visit our IT’s Moment: A Technology-First Solution for Uncertain Times Resource Center
Over 100 analysts waiting to take your call right now: +1 (703) 340 1171
GET HELP
Contact Us