Skip to content

Downloadable resources

Tools to decide better, ready to use.

Guides, templates and spreadsheets from the Criterio Nyxum series. Each one includes a one-page infographic with what matters most. Free of charge.

Artificial intelligence

  • Infographic included in “Autonomy scale for AI agents”Includes an infographic

    Resource 01PDF

    Autonomy scale for AI agents

    How much autonomy to give an agent, with which data and under which controls.

    For: Executive leadership and IT

  • Infographic included in “Model AI use policy”Includes an infographic

    Resource 02Word

    Model AI use policy

    A policy ready to adapt: what can be done with AI, with which data and who approves.

    For: Legal, Human Resources and IT

  • Infographic included in “AI use case risk matrix”Includes an infographic

    Resource 03Excel

    AI use case risk matrix

    Rate each use case by impact and likelihood and know which controls it requires.

    For: Risk, compliance and IT

  • Infographic included in “AI use inventory”Includes an infographic

    Resource 04Excel

    AI use inventory

    Record which AI tools are in use, with what data and under which owner.

    For: IT, risk and leadership

  • Infographic included in “90-day AI plan”Includes an infographic

    Resource 05Word

    90-day AI plan

    From the first use case to a measured pilot, in three 30-day stages.

    For: Executive leadership

  • Infographic included in “How to evaluate an AI vendor: 30 questions”Includes an infographic

    Resource 06PDF

    How to evaluate an AI vendor: 30 questions

    The questions worth asking before you sign with an AI vendor.

    For: Procurement, IT and legal

Salesforce

  • Infographic included in “Ready for Agentforce? A checklist”Includes an infographic

    Resource 07PDF

    Ready for Agentforce? A checklist

    What must be in place before you put an agent in front of customers.

    For: Salesforce admins and process owners

  • Infographic included in “Salesforce license audit”Includes an infographic

    Resource 08Excel

    Salesforce license audit

    Find unused licenses and calculate what they cost you each year.

    For: Finance and IT

  • Infographic included in “How to read the Salesforce Health Check”Includes an infographic

    Resource 09PDF

    How to read the Salesforce Health Check

    What each Health Check risk means and which one to address first.

    For: Salesforce administrators

  • Infographic included in “Signs your Salesforce implementation needs a rescue”Includes an infographic

    Resource 10PDF

    Signs your Salesforce implementation needs a rescue

    Twelve concrete signs and what to do about each one.

    For: Executive management

  • Infographic included in “Sales Cloud, Service Cloud or both: a decision guide”Includes an infographic

    Resource 11PDF

    Sales Cloud, Service Cloud or both: a decision guide

    Which one fits your process, and when you need neither.

    For: Executive management and IT

Data

  • Infographic included in “Minimum viable data governance”Includes an infographic

    Resource 12PDF

    Minimum viable data governance

    The minimum needed for your data to have an owner, a definition and measured quality.

    For: Data and IT

  • Infographic included in “Data dictionary”Includes an infographic

    Resource 13Excel

    Data dictionary

    A single definition for each key data element, with its owner and official source.

    For: Data, IT and business teams

  • Infographic included in “Cost of messy data calculator”Includes an infographic

    Resource 14Excel

    Cost of messy data calculator

    Estimate, with your own figures, how much working with messy data costs you each year.

    For: Finance and operations

  • Infographic included in “CRM-ERP integration map”Includes an infographic

    Resource 15Excel

    CRM-ERP integration map

    Which data lives where, which system is in charge and how it moves between systems.

    For: IT and architecture

Transformation

  • Infographic included in “Questions to ask before buying or switching CRMs”Includes an infographic

    Resource 16PDF

    Questions to ask before buying or switching CRMs

    What to resolve before choosing a platform or an implementation partner.

    For: Executive management

  • Infographic included in “Request for proposals for implementation partners”Includes an infographic

    Resource 17Word

    Request for proposals for implementation partners

    A template to request comparable proposals and avoid surprises.

    For: Procurement and IT

  • Infographic included in “Business case for the board of directors”Includes an infographic

    Resource 18Excel

    Business case for the board of directors

    Costs, benefits and return of an initiative, with every assumption in plain view.

    For: Finance and executive leadership

  • Infographic included in “12-month roadmap”Includes an infographic

    Resource 19Excel

    12-month roadmap

    Initiatives, owners and expected results, quarter by quarter.

    For: Leadership and PMO

  • Infographic included in “Architecture decision record”Includes an infographic

    Resource 20Word

    Architecture decision record

    Document every important decision: context, options and why it was chosen.

    For: Architecture and IT

People

  • Infographic included in “Adoption plan for the first 90 days”Includes an infographic

    Resource 21Word

    Adoption plan for the first 90 days

    How to get people to use the system after go-live.

    For: Operations and team leaders

  • Infographic included in “Adoption dashboard: what to measure every week”Includes an infographic

    Resource 22Excel

    Adoption dashboard: what to measure every week

    Weekly indicators to know whether the system is really being used.

    For: Operations and IT

Finance

  • Infographic included in “Software inventory and duplicate costs”Includes an infographic

    Resource 23Excel

    Software inventory and duplicate costs

    List what you pay for, who uses it and where you pay twice for the same thing.

    For: Finance and IT

Industry guides

  • Infographic included in “Sector guide: financial services”Includes an infographic

    Resource 24PDF

    Sector guide: financial services

    Where data and AI opportunities tend to sit in the sector, and what to watch out for.

    For: Sector leadership

  • Infographic included in “Sector guide: healthcare”Includes an infographic

    Resource 24PDF

    Sector guide: healthcare

    Where data and AI opportunities tend to sit in the sector, and what to watch out for.

    For: Sector leadership

  • Infographic included in “Sector guide: manufacturing”Includes an infographic

    Resource 24PDF

    Sector guide: manufacturing

    Where data and AI opportunities tend to sit in the sector, and what to watch out for.

    For: Sector leadership

  • Infographic included in “Sector guide: automotive”Includes an infographic

    Resource 24PDF

    Sector guide: automotive

    Where data and AI opportunities tend to sit in the sector, and what to watch out for.

    For: Sector leadership

  • Infographic included in “Sector guide: agribusiness”Includes an infographic

    Resource 24PDF

    Sector guide: agribusiness

    Where data and AI opportunities tend to sit in the sector, and what to watch out for.

    For: Sector leadership