Product and engineering guides

Latest guides

How to Choose a Digital Transformation Partner
A buyer-focused guide to a digital transformation partner: comparing approaches and partners, managing risk, and learning how to evaluate whether a partner can connect strategy, product design, engineering, adoption, and measurement.
How to Build a Business Case for Custom Software
A buyer-focused guide to a custom software business case: comparing approaches and partners, managing risk, and learning how to compare the cost of the current process with the value, risk, and ownership of a purpose-built system.
Paperless Workflow: How to Digitize Paper-Based Processes
A practical guide to paperless workflow covering target outcome and workflow and ownership, risk, measurement, and clear next steps.
Operational Dashboard: KPIs, Examples, and Design
A practical guide to operational dashboard covering target outcome and workflow and ownership, risk, measurement, and clear next steps.
How to Plan a Single Customer View Without Creating Another Silo
A buyer-focused guide to a single customer view: planning a coherent first release, managing risk, and learning how to connect identity, activity, service history, and permissions without creating another disconnected database.
Employee Performance Dashboard: Metrics, Examples, and Design
Choose fair employee performance dashboard metrics, define data and privacy rules, and scope a first release that helps managers act responsibly.