Toolkit Map – Excel Diagram

Why it matters

• Clarity — teams see tools in context, not as random software.
• Coverage — gaps stand out (e.g., nothing mapped in Finance).
• Speed — vendor shortlisting is faster when tied to real workflows.

How it works

• The map is structured around key functions: Sales, Marketing, Service, Operations, Finance, HR.
• Within each function, tools are grouped by workflow type: automation, analysis, generation, decision support.
• Each tool is tagged as Open Source, Commercial SaaS, or Custom Build to simplify sourcing.

What the diagram shows

• A grid with functions on one axis and workflow types on the other.
• Example boxes:
  • Sales × Automation → AI lead scoring
  • Marketing × Generation → Ad copywriting
  • Service × Analysis → Sentiment tracking
  • Operations × Decision Support → Demand forecasting
• Within each box: space to list current tools and candidate tools for cycles.

Inside the file

• Toolkit Map — the editable grid with department × workflow boxes.
• Tools Catalog — table (Function, Workflow, Tool, Tag: OSS/SaaS/Custom, Owner, Status: In Use/Candidate, Notes).
• Legend & Tags — sourcing tags and colour keys to keep views consistent.
• Shortlist Helper — quick vendor comparison fields for upcoming cycles.
• Poster — one-page map for workshops and leadership decks.

Example

A retail company used the Toolkit Map and saw three tools running in Marketing but none in Customer Service. Their next cycle added an AI support assistant, balancing adoption and improving coverage.