Project Kickoff Toolkit

The Umbrex Project Kickoff Template Toolkit

The Umbrex Project Kickoff Template is a deck of PowerPoint slide templates for a Project Kickoff. These slides can be adapted and used by independent management consultants. Request the Umbrex Project Kickoff Template The Project Kickoff Template includes slides for: Project Kickoff Agenda Project Charter Project Objectives Problem Statement Project Scope Deliverables Resources Timeline Key […]

Business Analytics Diagnostic Guide

Business Analytics Diagnostic Guide

The Umbrex Business Analytics Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s business analytics operations. The guide includes: Data Requests: Information to gather before starting the diagnostic. Interview Guides: Questions to ask the Chief Data Officer, Chief Information Officer, Data Analysts, Business Unit Heads, and more. Scorecards: Scorecards for rating […]

Competitive Intelligence Playbook

Competitive Intelligence Playbook

The Umbrex Competitive Intelligence Playbook is a comprehensive guide designed to equip professionals with the knowledge and tools to conduct effective competitive intelligence on an ongoing basis or in specific scenarios, such as commercial due diligence during a merger or acquisition. Request the Umbrex Competitive Intelligence Playbook This resource will be made available in both […]

Customer Experience Diagnostic Guide

Customer Experience Diagnostic Guide

The Umbrex Customer Experience Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s customer experience operations. The guide includes: Data Requests: Information to gather before starting the diagnostic Diagnostic Checklists: Six checklists to make sure you cover everything Interview Guides: Questions to ask the CEO, CMO, CCO, CTO, CFO and Human […]

Product Management Diagnostic Guide

Product Management Diagnostic Guide

The Umbrex Product Management Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s product management operations. The guide includes: Data Requests: Information to gather before starting the diagnostic Diagnostic Checklists: Five checklists to make sure you cover everything Interview Guides: Questions to ask the Chief Product Officer, Product Managers, Engineering Lead, […]

Branding Diagnostic Guide

Branding Diagnostic Guide

The Umbrex Branding Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s branding operations. The guide includes: Data Requests: Information to gather before starting the diagnostic Diagnostic Checklists: Five checklists to make sure you cover everything Interview Guides: Questions to ask the CEO, CMO, Head of Marketing, Head of Branding, Customer […]

Supply Chain Diagnostic Guide

Supply Chain Diagnostic Guide

The Umbrex Supply Chain Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s supply chain operations. The guide includes: Data Requests: Information to gather before starting the diagnostic Diagnostic Checklists: Five checklists to make sure you cover everything Interview Guides: Questions to ask Head of Supply Chain; Directors of Strategic Sourcing, […]

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Sign up to receive a free consulting resource every Tuesday: Here are some examples of the Umbrex resources you will receive each week. You can access our complete library on our Resources page. PowerPoint Template Library How To Find Clients For Your Consulting Practice Commercial Due Diligence Playbook How To Build A Consulting Website Organizational […]

Talent Management Diagnostic Guide

Talent Management Diagnostic Guide

The Umbrex Talent Management Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s talent management operations. The guide includes: Data Requests: Information to gather before starting the diagnostic Diagnostic Checklists: Six checklists to make sure you cover everything Interview Guides: Questions to ask COO, HR officer, and heads of talent, development, […]

Commercial Due Diligence Playbook

Commercial Due Diligence Playbook

The Umbrex Commercial Due Diligence Playbook is a guide to conducting a comprehensive investigation into a business or individual before signing a contract, acquiring a company, or undertaking any significant transaction or partnership. Request the Umbrex Commercial Due Diligence Playbook This resource will be made available in both PDF and e-pub versions. Table of Contents: […]