Vendor Management - Tools

CLM Maturity Assessment Tool

This tool will help you measure the maturity level of every stage of your current contract lifecycle management (CLM) processes.

Contract or SOW Guide

Use this tool to establish a standard approach for which provisions go in the master agreement and which go in the SOW.

SOW Maps Tool

Use this tool to map the project's requirements to the SOW provisions and to create a list of customer and vendor responsibilities under the SOW.

Red-Flag Words and Phrases Tool

Use this tool to identify common words and phrases that can shift the performance risk from the vendor to the customer.

Microsoft License Agreement Summary Tool

This tool allow you to capture your current Microsoft licensing agreements into a list. For use with the blueprint Microsoft Dynamics 365: Understand the Transition to...

Contract Review Tool

Use this tool as a checklist and progress tracker when reviewing and negotiating IT contracts.

Vendor Information Sheet

This template gives you a place to consolidate all your vendor information, including escalation chains, issues logs, transition in/out considerations, and TCO.

SAP Digital Access Licensing Pricing Tool

Use the SAP Digital Access Licensing Pricing Tool to create a cost estimate that will help determine if SAP's new document model makes sense for your organization.

Vendor Management Strategic Roadmap

Info-Tech’s VM Strategic Roadmap tool will help you design and document decisions about your VMO.

Value Creation Worksheet

Use this tool to calculate the value creation (VC) (Savings, Cost Avoidance, Revenue, Working Capital) as a result of your negotiations.
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