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Applications

Audit Defense Maturity Assessment Tool

This template will examine the maturity of your current audit preparedness and software asset management practices.

CRM Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's...

CRM Use-Case Fit Assessment Tool

Use this tool to help build a CRM strategy for the organization based on the specific use case that matches your organizational needs.

Don’t Allow Software Licensing to Derail Your M&A – Phase 4: Integration Execution

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the steps to be taken from the end of the planning state to prioritizing...

Don’t Allow Software Licensing to Derail Your M&A – Phase 3: Pre-Integration Planning

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine pre-integration planning processes from conducting an internal software...

M&A Software Asset RACI Template

This template will help you assign responsibilities to staff on your cross functional audit team.

License Inventory

This tool will help during an M&A when creating a license inventory for both organizations. It will be critical to keep track of important license-related information, such...

Don’t Allow Software Licensing to Derail Your M&A – Phase 2: Due Diligence

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the due diligence process and necessary structure that is required to assess...

M&A Software Asset Maturity Assessment

This template will examine the maturity of your current M&A readiness and software asset management practices.

Don’t Allow Software Licensing to Derail Your M&A – Phase 1: M&A Overview

This phase of the blueprint, Don’t Allow Software Licensing to Derail Your M&A, will examine the critical importance of licensing contracts and software assets during an...
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