All Research

Employee Onboarding Process

Use this template to document the current- or target-state IAM processes related to onboarding new employees.

IAM Program Gap Analysis Tool

Use this tool to conduct a comprehensive assessment of your IAM program and develop a roadmap toward your target state.

IAM RACI

Use this tool to document the roles and responsibilities associated with managing identities and access in your organization.

IAM Program Requirements Gathering Tool

Use this tool to document the overall business, security, and privacy requirements related to your identity and access management program.

Develop a Comprehensive IAM Improvement Strategy – Phases 1-4

Use this research to improve the governance and operations of identity and access management at the organization. This blueprint uses the identity lifecycle as a framework...

Select the Right Insurance Policy Administration System for Life and Annuity Storyboard

An overview of the key features and functionality of a modern policy administration systems (PAS) along with vendor reviews of the top eight vendors.

Select the Right Insurance Policy Administration System for Life and Annuity

The life and annuity business is evolving quickly, and customers expect an experience that is fast, efficient, and available 24/7 through whatever channel they prefer. The...

The Power Of Segmentation Executive Presentation Template

PowerPoint Executive Presentation that comes out of the segmentation exercise.

The Power of Segmentation – Phases 1 & 2

Learn why effective market segmentation research is essential, find a clear path forward by identifying market segments for targeted efforts, and properly segment using...

The Power of Segmentation

Effective market segmentation research is essential, providing a clear path forward by identifying lucrative market segments for targeted efforts. Proper research should...

Employee Onboarding Process Use this template to document the current- or target-state IAM processes related to onboarding new employees.
IAM Program Gap Analysis Tool Use this tool to conduct a comprehensive assessment of your IAM program and develop a roadmap toward your target state.
IAM RACI Use this tool to document the roles and responsibilities associated with managing identities and access in your organization.
IAM Program Requirements Gathering Tool Use this tool to document the overall business, security, and privacy requirements related to your identity and access management program.
Develop a Comprehensive IAM Improvement Strategy – Phases 1-4 Use this research to improve the governance and operations of identity and access management at the organization. This blueprint uses the identity lifecycle as a framework...
Select the Right Insurance Policy Administration System for Life and Annuity Storyboard An overview of the key features and functionality of a modern policy administration systems (PAS) along with vendor reviews of the top eight vendors.
Select the Right Insurance Policy Administration System for Life and Annuity The life and annuity business is evolving quickly, and customers expect an experience that is fast, efficient, and available 24/7 through whatever channel they prefer. The...
The Power Of Segmentation Executive Presentation Template PowerPoint Executive Presentation that comes out of the segmentation exercise.
The Power of Segmentation – Phases 1 & 2 Learn why effective market segmentation research is essential, find a clear path forward by identifying market segments for targeted efforts, and properly segment using...
The Power of Segmentation Effective market segmentation research is essential, providing a clear path forward by identifying lucrative market segments for targeted efforts. Proper research should...

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