Adhoc

Overall score

Shared drives like SharePoint, OneDrive, or Dropbox

Centralized platform with version control and tagging

Integrated system connected to CRM or AM software

No, it’s a manual effort across multiple sources

Partially, we have shared folders but no consistent system

Yes, we use a centralized, searchable platform

Fully integrated with filters, timelines, and context

Semi-manually with shared trackers (Google Sheets, Excel)

Tracked in a dedicated tool with reminders/alerts

Obligations are extracted and monitored via automated workflows

Informally (e.g., by email or during meetings)

Through automated alerts or notifications in a system

Through dashboards with status updates and risk flags

Static documents or folders shared manually

A shared platform with key alliance history and documentation

Fully systematized onboarding flow with context, history, and checklists

Sent occasionally by email or in meetings

Structured surveys or templates stored in shared folders

Managed through a system with dashboards, trends, and follow-up actions

Standardized templates for meeting prep and decision tracking

Central calendar, prep workspace, decisions logged in platform

Logged in a central file with responsibilities

Captured in a shared system with ownership, status, and history

Entered into a shared platform for monitoring

Flagged automatically based on data (e.g., missed milestones, team sentiment)