Tools

Agentic AI Use Case Tool for the Nonprofit Sector

Identify, score, and prioritize the agentic AI use cases most ready to deliver mission and operational value across nonprofit organizations.

Application Sunsetting Workbook

A structured workbook used to determine readiness, map impacted components, and build a roadmap for application sunsetting.

Web Experience Initiatives Prioritization and Roadmap Planning Tool

An interactive planning tool that helps teams evaluate, prioritize, and sequence web initiatives based on organizational value and implementation feasibility.

PKI/CLM Certificate Tracker

An Excel tool to inventory and monitor every digital certificate across your enterprise from issuance through renewal and revocation.

Agentic AI Use Case Tool for P&C Insurance

Identify, score, and prioritize high-value agentic AI use cases across underwriting and claims to enable scalable, governed adoption in P&C insurance.

Data Value Mapping Tool

Use this tool to document and assess potential data initiatives, prioritize them against organization needs, assess key risks, and develop an indicative timeline for your...

Strategic Cost vs. Value Positioning Framework

Complete hands-on exercises to evaluate your current leadership type, identify and position against competitors, and translate the chosen strategy into concrete next steps.

Keep Your AI Projects on Track Poster

Use this tool to help you navigate AI project obstacles from proof of principle to the end of the pilot phase, preparing you for a scaled rollout. If you cannot answer...

Keep Your AI Projects on Track Workbook

Use this AI Project Template to keep teams focused on delivering AI projects in a timely manner while avoiding AI project obstacles. The presentation can be used to...

Get Your AI Projects on Track Workbook

Diagnose and prioritize the obstacles that stand in the way of AI project success.

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