Tools

Metadata Manager Tool

Use this tool to create and manage metadata for your digital assets using the schemas and standards of the organization.

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.

Housekeeping Automation Vendor Shortlist Tool

Review housekeeping automation software providers and build a shortlist for your gaming, hotel, or resort business.

ECM Strategy Roadmap Creation Tool

Using a five-step process, this tool will assist you in creating a comprehensive roadmap that will address improvement opportunities and realize your visions for the...

ECM Content Audit Tool

Use this tool to conduct a content audit as part of your ECM strategy. The content audit will prepare you for the next stages of your information architecture planning:...
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