Marketing and CRM decision worksheet
ExactWork

Use one workflow and the same comparison period for each option. Fill this in locally in your own document. Record unknowns and how you will check them.

The work

Workflow and useful result: ____________________
Tools or modules involved: ____________________
Current failure and evidence: ____________________
Useful change for the rep or other person doing the work: ____________________
Essential requirement, shared acceptance test and acceptable manual steps: ____________________
Decision owner, workflow owner and review date: ____________________

Comparison period and currency: ____________________

The options

Keep and simplify
Required change and evidence it meets the requirement: ____________________
One-time cost and internal hours: ____________________
Recurring cost and care over our chosen period: ____________________
Main risk or unknown, and how we will check it: ____________________
Who will maintain it: ____________________

Repair
Required change and evidence it meets the requirement: ____________________
One-time cost and internal hours: ____________________
Recurring cost and care over our chosen period: ____________________
Main risk or unknown, and how we will check it: ____________________
Who will maintain it: ____________________

Extend or connect
Required change and evidence it meets the requirement: ____________________
One-time cost and internal hours: ____________________
Recurring cost and care over our chosen period: ____________________
Main risk or unknown, and how we will check it: ____________________
Who will maintain it: ____________________

Replace the constrained part
Required change and evidence it meets the requirement: ____________________
One-time cost and internal hours: ____________________
Recurring cost and care over our chosen period: ____________________
Main risk or unknown, and how we will check it: ____________________
Who will maintain it: ____________________

The decision

Preferred option and evidence for it: ____________________
Smallest trial and the result it must demonstrate: ____________________
Who will test it, including a daily user: ____________________
Conditions for proceeding, pausing or returning to the previous workflow: ____________________
If keeping or waiting, the accepted limit and review trigger: ____________________

You can rule an option out when it fails an essential requirement. Record why. There is no need to turn every option into a full project proposal.

Guide: https://www.exactwork.ca/guides/repair-or-replace-marketing-crm

This worksheet does not collect or submit your answers.