Practical planning resources.
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Free ungated resource
Custom Software Decision and Requirements Workbook
A practical workbook for comparing software options and documenting a bounded custom-software need.
Open resource →Free ungated resource
KPI Definition and Dashboard Planning Worksheet
Define reporting decisions, source readiness, cadence, ownership, and dashboard controls before development.
Open resource →Free ungated resource
Workflow Automation Candidate Scorecard
Assess one workflow’s automation readiness, value, control needs, and pilot evidence without relying on invented ROI.
Open resource →Free ungated resource
Systems Integration Planning and Data-Mapping Checklist
Plan system ownership, fields, timing, security, testing, monitoring, reconciliation, and recovery.
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