Tools

Scale Business Process Automation Readiness Assessment

Use this tool as part of the Scale Business Process Automation blueprint to evaluate your readiness to scale business process automation.

Comprehensive Risk Impact Tool

Use this tool to help identify and quantify the impacts of negative vendor actions.

UEM Requirements Workbook

This spreadsheet will help you formalize UEM selection and set a starting point for platform evalution.

Communications Planner Tool

Use this tool to plan your communications, view your deliverables, and compose your pitch all in one document.

Email Security Checklist

This tool provides a checklist for implementing controls to strengthen your organization's email security posture.

Nonprofit Data and Analytics Use Case Tool

A tool that helps you accelerate your use case analysis and further your nonprofit organization’s mission.

ABM Maturity Diagnostic Assessment

Quickly and accurately diagnose your current account-based marketing (ABM) maturity. This diagnostic assessment will help you understand how prepared you are for each...

ABM Strategy Presentation Template

A comprehensive presentation template that covers all steps of implementation, including aligning Sales and Marketing, results of gap assessment, optimizing lead generation...

Regulatory Risk Impact Tool

Use this tool to help identify and quantify the regulatory impacts of negative vendor actions.

Operational Risk Impact Tool

Use this tool to help identify and quantify the operational impacts of negative vendor actions.
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