Strategy - Tools | Info-Tech Research Group

Agentic AI Contract Risk Workbook

A comprehensive Excel-based workbook designed to help organizations identify, quantify, and prioritize risks associated with agentic AI solutions and vendor contracts.

IT Vendor Contract Optimization Workbook and Plan

A comprehensive workbook to help you inventory, assess, prioritize, and optimize your IT vendor contracts.

Managed Service Contract Review Workbook

An Excel-based workbook containing a set of tools and templates used in this blueprint’s activities.

Managed Service Agreement Evaluation Tool

An Excel-based tool to assess a proposed contract from a managed service provider to ensure business alignment.

VMI Exponential IT Workbook

A structured tool to support your organization through the VMI maturity process as part of the Exponential IT journey.

Prepare to Negotiate Your Generative AI Contract Risk Assessment Tool

This assessment's goal is to help you identify the major areas of risk and roadblocks you will want to pay attention to in the negotiation process for a generative AI tool.

CLM Phase 3 Requirements Compendium

This requirements compendium will help you identify and prioritize your CLM system requirements.

CLM Phase 2 Tools and Templates Compendium

This tools and templates compendium will help you identify gaps between a leading-practices CLM process and your process.

CLM Phase 1 Tools and Templates Compendium

This tools and templates compendium will help you create a project plan to locate and centralize your contract documents.

Financial Due Diligence Tool

This comprehensive Excel workbook helps you compile, track, and evaluate information from an organization’s financial statements as part of your financial due diligence.

Agentic AI Contract Risk Workbook A comprehensive Excel-based workbook designed to help organizations identify, quantify, and prioritize risks associated with agentic AI solutions and vendor contracts.
IT Vendor Contract Optimization Workbook and Plan A comprehensive workbook to help you inventory, assess, prioritize, and optimize your IT vendor contracts.
Managed Service Contract Review Workbook An Excel-based workbook containing a set of tools and templates used in this blueprint’s activities.
Managed Service Agreement Evaluation Tool An Excel-based tool to assess a proposed contract from a managed service provider to ensure business alignment.
VMI Exponential IT Workbook A structured tool to support your organization through the VMI maturity process as part of the Exponential IT journey.
Prepare to Negotiate Your Generative AI Contract Risk Assessment Tool This assessment's goal is to help you identify the major areas of risk and roadblocks you will want to pay attention to in the negotiation process for a generative AI tool.
CLM Phase 3 Requirements Compendium This requirements compendium will help you identify and prioritize your CLM system requirements.
CLM Phase 2 Tools and Templates Compendium This tools and templates compendium will help you identify gaps between a leading-practices CLM process and your process.
CLM Phase 1 Tools and Templates Compendium This tools and templates compendium will help you create a project plan to locate and centralize your contract documents.
Financial Due Diligence Tool This comprehensive Excel workbook helps you compile, track, and evaluate information from an organization’s financial statements as part of your financial due diligence.

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