Tools

Activate Data Governance Workbook

An Excel-based tool to help understand your governance drivers and translate them into key decisions to guide your program.

Agentic AI Use Case Tool for Retail

This tool is structured to help teams evaluate and prioritize AI use cases across two independent dimensions, business impact and implementation feasibility, to build a...

CRM Assessment Tool for Higher Education

A scoring tool to evaluate institutional readiness across 12 strategic, technical, and organizational factors.

Agentic AI Use Case Tool for Transportation

The agentic AI use case selection tool helps users define and prioritize use cases to suit their requirements and objectives by defining their business impact and...

AI Value and Performance Evaluation Tool

Use this tool to define and assess the value of your AI initiatives and the performance of your organization against its AI targets.

CMMC Asset Inventory Tool

A comprehensive Excel-based workbook to establish visibility into in-scope assets and define the system boundary for CMMC.

OT Security Action Planner Tool

A tool designed to help manufacturing CIOs and technology leaders cut through complexity and focus on what matters most.

CMMC Readiness Assessment Tool

This Excel-based assessment tool is designed to help organizations evaluate current-state compliance and identify gaps before entering the formal certification process.

Oil and Gas ERP Requirements Gathering Tool

This tool enables organizations to systematically document, validate, and prioritize ERP requirements for an oil and gas ERP transition

Portfolio Manager: Extend to 48 Months (zip)

This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.
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