Tools

Contact Center Business Requirements Document

Use this template to proficiently gather business requirements for your right-sized contact center solution.

Contact Center RFP Scoring Tool

This tool enables organizations to evaluate and compare the results of an RFP process quickly and easily. The outcome of this exercise will be a determination of which RFP...

Analytics Operating Model Building Tool

Use this tool to capture the results of your organization's analytics capability assessment and develop your analytics operating model.

Vulnerability Tracking Tool

Remediation activity needs to be tracked, and this Excel-based file offers a starting point for you to do so.

Vulnerability Management Risk Assessment Tool

Determine the risk of your vulnerabilities using an impact and likelihood measure based on the specifics of your organization and its applications and services.

Agile Contracts Playbook-Checklist

Use this tool when reviewing or negotiating Agile contracts.

Get the Most Out of Your ERP Workbook

This tool accompanies Get the Most Out of Your ERP blueprint. It is used to assist with this process and capture the results from a number of exercises in this blueprint.

ERP Application Inventory Tool

Use this tool to define applications and capabilities around ERP. It will be used to conduct an application portfolio assessment (APA) for your ERP.

Project Closure Checklist

Use this template to document the closure of a project by authorizing that all project management items have been completed and having the sponsor sign off on the...

Project Requirements Workbook

The Project Requirements Workbook will help project managers and/or business analysts determine the requirements for their projects.
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