Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Reduce Time to Consensus With an Accelerated Business Case – Phase 1: Gather the Required Information

This phase of the blueprint, Reduce Time to Consensus with an Accelerated Business Case, will help you complete the necessary preceding tasks to building the business case.

Reduce Time to Consensus With an Accelerated Business Case – Phases 1-3

This storyboard will help you compile a compelling business case that provides decision makers sufficient information to make decisions confidently.

Reduce Time to Consensus With an Accelerated Business Case – Executive Brief

Read this Executive Brief to understand how to reduce time to consensus with an accelerated business case.

Audit Defense Maturity Assessment Tool

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

CRM Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

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.

Don’t Allow Software Licensing to Derail Your M&A – Phase 4: Integration Execution

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the steps to be taken from the end of the planning state to prioritizing...

Don’t Allow Software Licensing to Derail Your M&A – Phase 3: Pre-Integration Planning

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine pre-integration planning processes from conducting an internal software...

M&A Software Asset RACI Template

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