Templates & Policies

M&A Seller Package

This standalone artifact is a subset of the M&A IT playbook, used after a target (TargetCo) is identified. It includes a due diligence checklist and an M&A culture...

M&A Glossary

The glossary, which comprises terms and definitions related to mergers and acquisitions, will help your IT team elevate their understanding and familiarize themselves...

M&A IT Playbook Template

​Use this playbook template to prepare the IT department in the acquiring organization for an upcoming M&A transaction.

Goods Transportation & Logistics Industry Business Reference Architecture Template

Use this template in conjunction with the Goods Transportation & Logistics Industry Business Reference Architecture Guide.

Determine When You Should Use Synthetic Data – Template

Use this template and included checklist to validate your synthetic data use case and articulate the value of your initiative to decision-makers.

Reference Architecture for Oil & Gas Template

This reference architecture template will provide members the ability to execute the capability maps within the Guide.

M365 Project Portfolio Management Tool Guide

Determine your options to manage the project portfolio with the Microsoft suite.

M365 Project Management Tool Guide

Determine the right Microsoft Project options for your project managers.

Cloud Vision for the Insurance Industry Executive Presentation

A document that captures the results of the exercises, articulating use cases for cloud/non-cloud use, risks, challenges, and high-level initiative items, specifically...

IT Infrastructure Modernization Strategy Report Template

A valuable template intended to get management on board with your proposed strategy.
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