Tools

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.

NERC CIP Security Compliance Management Tool

Use this tool to consolidate compliance environments, obligations, and controls into one location for efficient implementation and progress tracking.

Data Center Strategy Workbook

A practical, structured, Excel-based assessment tool to evaluate readiness, prioritize workload decisions, and track execution metrics.

Security Steering Committee Charter for Government

Use this tool to formalize the purpose, scope, and authority of the security steering committee.

Requirements Workbook for AI CX Tools

A structured, editable tool to help you clearly communicate your organization’s needs to AI CX vendors.

Data Quality Supporting Workbook

Use this tool to help support the completion of exercises associated with the Build Your Data Quality Program blueprint and Playbook.

Requirements Workbook for AI-Assisted Code Generation Tools

​Use the Requirements Workbook to clarify what your organization truly needs from a solution, addressing both organizational outcomes and technical sustainability.

API Gateway Maturity Assessment Tool

Use the API Gateway Maturity Assessment Tool to determine the current state of your API gateway configuration.

Map Your Business Architecture Workbook

An Excel-based tool designed to help you document the results of your activities.

The Ultimate POS Vendor Selection Tool

This Excel tool complements the storyboard by helping retailers capture requirements, use cases, and features – ultimately narrowing down the vendor list through a...

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