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Tools

Due Diligence Checklist and Rubric

This Excel workbook is dedicated to helping CIOs and their M&A team structure their due diligence questionnaires and checklist.

M&A IT Workbook

​This Excel workbook will help you bridge the gaps, if any, found during the preparation of an M&A IT playbook for your organization and when preparing for M&A due...

M&A Culture Assessment

This tool provides a high-level cultural assessment of the organizations involved in an M&A to inform the cultural integration plan.

IT Gaming Compliance Management Tool

An Excel tool to organize and track your IT gaming compliance management framework and program.

Microsoft Project & M365 Licensing Tool

Define your Microsoft Project licensing needs based on your stakeholder groups.

Cloud Vision for the Insurance Industry Workbook

Use this tool that facilitates the assessment of workloads for appropriate service model, delivery model, support model, and risks and roadblocks in the insurance industry.

Discounted Cash Flow Tool for Total Cost of Ownership

Use this tool to perform a discounted cash flow analysis for your proposed project.

Higher Education ERP Evaluation Tool

This evaluation tool provides a scorecard system for your team to score, rank, and compare your shortlist of vendors based on the level of suitability to your requirements...

Security Compliance Management Tool

Use this tool to track your security compliance management framework and program.

Customer Identity and Access Management Selection Tool

A vendor evaluation tool for customer identity and access management systems using 12 criteria for 12 vendors.
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