Tools

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IT/OT Disaster Recovery and Business Continuity Plan RACI RACI tool to document IT/OT roles and responsibilities for disaster recovery and continuity workarounds.
CX Portfolio Designer Align technology investments with CX priorities.
ICP Workbook Create a personalized approach to defining your ideal customer profile (ICP), uncover valuable insights to develop a targeted account list (TAL), and measure your marketing...
IT/OT Application Heat Map & Processes List A template aligned to ISA95 to identify the dependent IT and OT applications and business processes.
Horizon Scanning Workbook Track emerging trends shaping CX.
Utilities Business Impact Assessment Tool A tool to estimate and prioritize the downtime impact of IT/OT applications and business processes.
CX Journey Interview Guide Validate journeys with customer input.
CX Strategy Prompt Workbook Capture and refine buyer journey insights.
CX Journey Orchestration Workbook Map adaptive customer journeys.
Modernize Your Loyalty Program Workbook Use this workbook to evaluate and prioritize loyalty opportunities and create a clear, phased roadmap that drives cross-functional alignment.