Tools

Innovation Benefits Commitment Form Template

An Excel tool to assist you in documenting and tracking project benefits.

Service Desk AI Use Case Prioritization Matrix

A step-by-step evaluation matrix tool to help you track and analyze potential AI pilot use cases.

Elevate Analyst Relations Workbook

This workbook helps organize and manage your assets, contacts, calendars, and AI research queries

Service Desk AI Use Case Discovery Tool

A detailed Excel-based tool to help you identify the right AI use cases to explore for your service desk.

Elevate Analyst Relations Playbook

This playbook ensures clear roles, ongoing management, and a continuous feedback loop to refine your analyst relations strategy.

Health Insurance AI Initiatives Prioritization and Roadmap Planning Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

Stakeholder Action Plan

An in-depth template to plan initiatives and establish focus areas for improving stakeholder relationships.

AI Use Cases for Wealth and Asset Management Prioritization Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

CX KPI Value Mapping Tool

A comprehensive tool to help you identify the right AI use cases to explore for CX.

Solution Path and Size Estimation Tool

An Excel-based tool to help you identify the solution path and establish a size estimate for your project.
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