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Sale!Useful to EVERY business owner regardless of business size. It's unique in that it starts with what the owner will SELL the business for; the cash the owner expects to have in their pocket at close. It then calculates the EBITDA target required to drive the owner's expected sale price.
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Sale!This is a blank requirements list template. It is useful during software selection and implementation projects to ensure requirements are gathered in EVERY process area necessary.
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Sale!This checklist is useful for every BA, Project Manager and frankly, most business professionals. It highlights often-overlooked items that must be in place for the successful kickoff of any project.
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Sale!This spreadsheet creates high-level project Gantt chart based on an estimated resource load by resource type. It replaces a heavy-handed tool like Microsoft Project especially when used during the sales process and specific, named resources are not yet known. The data currently shown in this template is based on the Implementation of Microsoft D365 (both CE and F&O). It includes all the high-level steps to deploy complete D365 functionality, including the development of a mobile application.
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Sale!Useful for business application requirements analysis and implementation projects. This template summarizes and quantifies the "gaps" between expected operation compared to "out-of-box" funcationality. It is especially useful for executive review of projects and during status updates with business process owners.
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Sale!A useful template for business owners to understand how a buyer will perform due diligence. It is especially helpful in identifiying areas of the business that may decrease valuation relative to the initial indicated interest value. Remember, the goal of every buyer is the decrease the purchase price. Their justification for doing that is the "due diligence process".
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Sale!This is a catagorized list of typical business transformation goals irregardless of industry. It is a helpful reminder when working with executives during IT Roadmapping and is invaluable when calucating the ROI from a proposed business application purchase and implementation.
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Sale!A standard list of relevent questions to spark discussion with business application vendor provided references. Reference checking is a critical step in the decision to purchase new software.
