Free Tools for Smarter Ecommerce Decisions

Scorecard

Your Decoupling Readiness

A 10-point scoring tool to decide if you should keep your current stack, go hybrid, or fully decouple. 

Score each area based on real-world friction from the last 90 days and follow the decision rules.

Best for: Ops, IT, and Sales teams aligning on where to modernize first.

Checklist

Native Integration Audit

Native ERP integrations cause manual entry, mismatches & errors because they move data, not logic. 

Use this 6-question checklist to spot hidden gaps before adding an ecommerce platform.

Best for: Manufacturers & B2B merchants evaluating ecommerce upgrades or integrations.

Framework

Self-Serve Capabilities

See exactly how far your customer portal has really climbed, and if it serves users like it should. 

Use this 6-rung framework to assess your portal's self-service capabilities and pinpoint areas for experience improvement.

Best for: Manufacturers & B2B merchants wanting to reduce rep workload and increase portal adoption.

Guide

DIY Digital Discovery

A  five-step process for preparing and initiating a digital transformation project. 

The goal is a clear strategy and internal readiness before building.

Best for: Project leaders tasked with initiating or leading digital change projects.

Guide

B2B Pricing Scenarios

Determine where your B2B pricing really lands. What platforms support, what needs custom work, and what’s off the table.

This guide reveals the gap between promise and reality so you can plan pricing strategies that actually work.

Best for: Decision-makers evaluating ecommerce platforms and needing clarity before investing in complex pricing setups.

CHEAT SHEET

Digital Maturity + AI Readiness for CIOs

This diagnostic tool helps leaders identify their technology gaps and establish a clear, structured path toward AI adoption.

The framework moves from basic stabilization to integration, optimization, and finally, competitive differentiation. 

Best for: Senior IT/Technology leaders assessing their current state, identifying gaps, and defining a roadmap for high-value AI adoption.