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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!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 template gathers all the data required to complete a total cost of ownership calculation. It's very useful during a software selection project to compare TCO for up to 4 vendors.
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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 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 is a list of EVERY process area in a typical manufacturing and/or distribution company. It helps ensure that ALL process areas have been considered and reviewed prior to making the decision to purchase or implement a new business application (e.g., ERP, CRM, WMS, PLM, etc.)
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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!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.
