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CRM Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

CRM Suite Evaluation and RFP Scoring Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...

Don’t Allow Software Licensing to Derail Your M&A

Many organizations are unaware of the implications of software licensing and the critical role IT plays during a merger, acquisition, or divestiture. Early involvement in...

Don’t Allow Software Licensing to Derail Your M&A – Executive Brief

Read this Executive Brief to understand which key indicators and red flags you should be aware of as you progress through the various stages of integrating software assets...

Don't Allow Software Licensing to Derail Your M&A – Phases 1-4

This storyboard will walk you through the process of due diligence, pre-integration planning, and integration execution during M&A activity for software assets and...

Don’t Allow Software Licensing to Derail Your M&A – Phase 1: M&A Overview

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the critical importance of licensing contracts and software assets during an...

M&A Software Asset Maturity Assessment

This template will examine the maturity of your current M&A readiness and software asset management practices.

Don’t Allow Software Licensing to Derail Your M&A – Phase 2: Due Diligence

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the due diligence process and necessary structure that is required to assess...

License Inventory

This tool will help during an M&A when creating a license inventory for both organizations. It will be critical to keep track of important license-related information, such...

M&A Software Asset RACI Template

This template will help you assign responsibilities to staff on your cross functional audit team.

CRM Request for Proposal Template Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...
CRM Suite Evaluation and RFP Scoring Tool Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...
Don’t Allow Software Licensing to Derail Your M&A Many organizations are unaware of the implications of software licensing and the critical role IT plays during a merger, acquisition, or divestiture. Early involvement in...
Don’t Allow Software Licensing to Derail Your M&A – Executive Brief Read this Executive Brief to understand which key indicators and red flags you should be aware of as you progress through the various stages of integrating software assets...
Don't Allow Software Licensing to Derail Your M&A – Phases 1-4 This storyboard will walk you through the process of due diligence, pre-integration planning, and integration execution during M&A activity for software assets and...
Don’t Allow Software Licensing to Derail Your M&A – Phase 1: M&A Overview This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the critical importance of licensing contracts and software assets during an...
M&A Software Asset Maturity Assessment This template will examine the maturity of your current M&A readiness and software asset management practices.
Don’t Allow Software Licensing to Derail Your M&A – Phase 2: Due Diligence This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the due diligence process and necessary structure that is required to assess...
License Inventory This tool will help during an M&A when creating a license inventory for both organizations. It will be critical to keep track of important license-related information, such...
M&A Software Asset RACI Template This template will help you assign responsibilities to staff on your cross functional audit team.

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