Resource Center

Practical tools for software leaders

Checklists, frameworks, and templates from Maxwell engineering teams — free with email signup.

checklist

PDF · 8 pages

ERP Readiness Checklist

25-point assessment to validate your organization is ready for ERP development.

ERP · 5 January 2026

Free download →

guide-pdf

PDF · 24 pages

CRM Implementation Guide (PDF)

Phase-by-phase CRM rollout playbook for B2B sales organizations.

CRM · 1 December 2025

Free download →

framework

PDF · 16 pages

AI Adoption Framework

Use-case scoring matrix and pilot-to-production checklist for enterprise AI.

AI · 1 February 2026

Free download →

checklist

PDF · 6 pages

Website Planning Checklist

Discovery questions for high-converting B2B websites and RFP preparation.

Web Development · 20 November 2025

Free download →

guide-pdf

PDF · 18 pages

Software Vendor Selection Guide

RFP criteria, scorecard template, and due diligence questions for offshore partners.

Software Development · 10 October 2025

Free download →

template

XLSX

SaaS Metrics Dashboard Template

MRR, churn, LTV, and cohort tracking spreadsheet for early-stage SaaS.

SaaS · 15 December 2025

Free download →

template

PDF · 12 pages

Mobile App Specification Template

User stories, screen flows, and API requirements template for app projects.

Mobile Apps · 1 November 2025

Free download →

template

XLSX

Cloud Cost Planning Worksheet

AWS/Azure monthly cost estimator with rightsizing recommendations.

Cloud · 5 October 2025

Free download →

checklist

PDF · 14 pages

Application Security Audit Checklist

OWASP-aligned checklist for web and mobile app security reviews.

Software Development · 20 September 2025

Free download →

guide-pdf

PDF · 28 pages

ERP Buyer's Guide

Executive guide to evaluating custom ERP vs off-the-shelf for Indian manufacturers and distributors.

ERP · 1 March 2026

Free download →

checklist

PDF · 10 pages

CRM Implementation Checklist

Step-by-step CRM rollout checklist for B2B sales teams—pipeline, migration, automation, adoption.

CRM · 1 March 2026

Free download →

template

PDF · 14 pages

Digital Transformation Roadmap

Phased modernization template for operations, ERP, CRM, and automation investments.

Digital Transformation · 15 February 2026

Free download →

template

XLSX + PDF

Automation Assessment Template

Score manual processes for automation ROI—workflows, hours saved, and error cost.

Software Development · 1 February 2026

Free download →

template

DOCX/PDF

Software Development RFP Template

Request for proposal template with technical, commercial, and delivery sections.

Software Development · 25 August 2025

Free download →

Engineering insights, weekly

ERP, AI, and software strategy from Maxwell engineers. No spam.