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

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

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 Umbrex Competitive Intelligence Playbook Table of Contents Introduction […]

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

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

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

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, […]

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

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 Table of Contents: Introduction Chapter 1: About Commercial Due Diligence 1.1 The Importance of Commercial […]

Sales Operations Diagnostic Guide

The Umbrex Sales Operations Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s sales 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 front line sales reps, managers, and heads of sales […]