Tools

Oil and Gas ERP Requirements Gathering Tool

This tool enables organizations to systematically document, validate, and prioritize ERP requirements for an oil and gas ERP transition

Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.

Portfolio Manager: Extend to 48 Months (zip)

This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.

Agentic AI Use Case Tool for Mining

Use this tool to categorize, evaluate, and prioritize agentic AI use cases using structured scoring across value, feasibility, and autonomy.

Data Strategy Accelerator Tool

Helps P&C insurers rapidly assess data maturity, identify governance gaps, and prioritize actions needed to build a reliable, business-aligned data strategy.

Data Strategy Execution Roadmap Tool

Helps P&C insurers prioritize, sequence, and derisk data initiatives to turn data strategy into a clear, executable roadmap.

IT Financial Data Taxonomy Workbook

Use this Excel workbook to document the outcomes of your IT financial data discovery, taxonomy development, and taxonomy implementation planning activities.

Develop Your Higher Education Industry of the Future Report Workbook

This Excel-based workbook guides you through the creation of your Industry of the Future Report, all in a context that’s uniquely relevant to your organization.

AI Use Case Library for the Oil and Gas Sector

This deliverable helps organizations explore, sort, and evaluate a curated library of oil and gas–specific AI use cases to inform AI strategy and roadmap decisions.

Retail Supply Chain Use Case Prioritization Tool

Use this tool to develop AI‑driven supply chain use cases and to identify and prioritize high‑value, feasible initiatives.

Oil and Gas ERP Requirements Gathering Tool This tool enables organizations to systematically document, validate, and prioritize ERP requirements for an oil and gas ERP transition
Portfolio Manager 2.0 This is a set of ready-to-implement reporting templates for the smaller PMO.
Portfolio Manager: Extend to 48 Months (zip) This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.
Agentic AI Use Case Tool for Mining Use this tool to categorize, evaluate, and prioritize agentic AI use cases using structured scoring across value, feasibility, and autonomy.
Data Strategy Accelerator Tool Helps P&C insurers rapidly assess data maturity, identify governance gaps, and prioritize actions needed to build a reliable, business-aligned data strategy.
Data Strategy Execution Roadmap Tool Helps P&C insurers prioritize, sequence, and derisk data initiatives to turn data strategy into a clear, executable roadmap.
IT Financial Data Taxonomy Workbook Use this Excel workbook to document the outcomes of your IT financial data discovery, taxonomy development, and taxonomy implementation planning activities.
Develop Your Higher Education Industry of the Future Report Workbook This Excel-based workbook guides you through the creation of your Industry of the Future Report, all in a context that’s uniquely relevant to your organization.
AI Use Case Library for the Oil and Gas Sector This deliverable helps organizations explore, sort, and evaluate a curated library of oil and gas–specific AI use cases to inform AI strategy and roadmap decisions.
Retail Supply Chain Use Case Prioritization Tool Use this tool to develop AI‑driven supply chain use cases and to identify and prioritize high‑value, feasible initiatives.

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