Business Processes - Tools

Sample AI Business Case Analysis

Use this completed sample of an AI business case analysis to better understand how to categorize, document, and evaluate the key components of a strong business case.

Empower Solution Delivery With the Right CoP, CoE, and C4E Model Workbook

Use this tool to record the blueprint exercises.

Empower Solution Delivery With the Right CoP, CoE, and C4E Model Selection Tool

Use this tool to assess the best option for your team collaboration and knowledge management: Center of Excellence (CoE), Center for Enablement (C4E), or Community of...

Requirements Workbook

The Requirements Workbook provides a centralized document to record your key functional/non-functional use case criteria and requirements needed for the prospective...

Vendor Evaluation Scorecard

The Vendor Evaluation Scorecard template provides a scorecard system for your team to score, rank and compare your shortlist of vendors based on the level of fit with...

Business Process Automation Maturity Assessment Tool

This tool is leveraged as part of Develop Your Value-First Business Process Automation Strategy to help you evaluate the maturity of your BPA practice.

Scale Business Process Automation Readiness Assessment

Use this tool as part of the Scale Business Process Automation blueprint to evaluate your readiness to scale business process automation.

The ITSM Vendor Evaluation Workbook

Use this workbook to execute vendor evaluations. The workbook can be provided to your vendors to initially self-score and then be reviewed by your team; alternatively,...

ERP Requirements Template

Use this tool to collect ERP requirements in alignment with the major functional areas of ERP.

CRM Requirements Template

Use this tool to collect CRM requirements in alignment with the major functional areas of CRM.
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