Tools

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CX Portfolio Designer Align technology investments with CX priorities.
Utilities Business Impact Assessment Tool A tool to estimate and prioritize the downtime impact of IT/OT applications and business processes.
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.
Healthcare EHR Evaluation and Scoring Tool A tool for scoring potential solutions when considering a new EHR system.
PSO-Specific Data Value Mapping Tool Give a one-sentence description of what the deliverable will help them do.
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.