Applications - Tools

SaaS Terms and Conditions Evaluation Tool

Use this tool to assess a proposed contract from a SaaS vendor.

SaaS Contract Negotiation Terms Prioritization Checklist

This tool will help you prioritize your negotiation of key terms in your SaaS contract.

Business Case Workbook

The Business Case Workbook serves as the holding document for the different elements in the business case. Use each assigned tab to input the relevant information for the...

Business Case Change Log

This tool will help you document changes to the initiative that are likely to impact the business case and require the reforecasting of benefits and financial indicators.

Audit Defense Maturity Assessment Tool

This template will examine the maturity of your current audit preparedness and software asset management practices.

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...

M&A Software Asset Maturity Assessment

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

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,...

M&A Software Asset RACI Template

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

CRM Use-Case Fit Assessment Tool

Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.
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