Enterprise Applications - Tools
Topics
EAS Readiness Assessment ChecklistUse Info-Tech’s EAS Readiness Assessment Checklist to determine if you have a sufficient EAS foundation and strategy in place to ensure selection and implementation success. |
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ERP Vendor Demonstration Script TemplateUse this template to support your evaluation of vendors and their ERP products. Once complete, this template will provide vendors with scenarios that prompt them to display... |
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Get the Most Out of Your Dynamics 365 F&O WorkbookUse this template to record the outputs from the blueprint activities in build your "Get the Most Out of your Dynamics 365 Finance and Operations Report". |
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Project RACI ChartThe RACI chart assists you in organizing roles for carrying out project steps and ensuring that there are definite roles that different individuals in the organization must... |
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Customer Service Business Process Shortlisting ToolThis tool serves to outline and prioritize your customer goals and link their relevance and value to your Customer Service processes. It provides a list of customer service... |
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Customer Service Systems Strategy ToolThis tool will help you holistically assess multiple aspects of Customer Service-related IT assets. The outputs of the tabs in the tool will either serve as input for... |
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Customer Service Initiative Scoring and RoadmapThis tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning, prioritizing,... |
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Buyer Persona and Journey Interview Guide and Data Capture ToolThis tool accompanies the Create a Buyer Persona and Journey blueprint and is used to make it easy and fast to get started interviewing customers and prospects to capture... |
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Select an ERP Implementation Partner WorkbookUse this tool to record the work done in the blueprint activities. |
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RFx Vendor Evaluation ToolUse this tool to evaluate the implementation partner responses. |
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