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Project RACI Chart

The RACI chart assists you in organizing roles for carrying out project steps and ensuring that there are definite roles that different individuals in the organization must...

Customer Service Business Process Shortlisting Tool

This tool serves to outline and prioritize your customer goals and link their relevance and value to your Customer Service processes. It provides a list of customer service...

Customer Service Systems Strategy Tool

This tool will help you holistically assess multiple aspects of Customer Service-related IT assets. The outputs of the tabs in the tool will either serve as input for...

Customer Service Initiative Scoring and Roadmap

This tool serves to help project and management stakeholders visualize the implementation of Customer Service IT initiatives. It can also aid in the planning, prioritizing,...

MMS Readiness Assessment Checklist

Use Info-Tech’s MMS Readiness Assessment Checklist to determine whether you have a sufficient foundation and strategy in place to ensure the right application is selected.

MMS Requirements Picklist Tool

Use this tool to collect MMS requirements in alignment with the major functional areas of the MMS.

CRM Suite Evaluation and RFP Scoring Tool

Once RFP responses have been received, organizations selecting a CRM Suite need a way to compare vendors across similar criteria. Use this RFP scoring tool to objectively...

CSM Platform Opportunity Assessment Tool

Use this tool to assess your maturity and fit for a CSM solution.

CSM Platform RFP Scoring Tool

Use this tool to support your business in conducting an objective evaluation of the CSM vendors being considered for procurement. Consider each suite's functional...

Gaming, Hospitality, and Leisure CRM Vendor Shortlist Tool

This tool allows gaming & hospitality organizations to profile their Customer Relationship Management (CRM) requirements and generate a rank-ordered vendor shortlist from...
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