In an effort to provide education and valuable information, we have a variety of resources available in various formats.  Review the list below to find ebooks, white papers, checklists, webinar recordings and various presentations. Some resources do require you to fill out a form, however, we respect your privacy and do not share your email address.



Technical Due Diligence Checklist
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Checklist Description

Technical due diligence is a highly recommended component of the technology company investment cycle, whether you are a Private Equity firm, investment bank, or acquiring company.


We’ve prepared a downloadable version of a list of questions to ask and answer during the technical due diligence process.

software development outsourcing checklistOutsourcing Checklist—How to Ensure Success
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Checklist Description

Thoughtful and well-planned outsourcing helps to ensure your project objectives are met and delivers measurable benefits.

Download this checklist for a list of questions to ask yourself as you begin each outsourced project.

White Papers


How To Build a Business Case for Legacy System Modernization
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White Papers Description

If you’re concerned about the viability of your existing enterprise systems, download this white paper on “The State of Enterprise Systems”. In the paper, we delve further into the costs to consider and the benefits to evaluate your business case for an enterprise system modernization. In addition, the paper also discusses some best practices to follow as you approach a modernization and help realize the ROI.



AgileSnafus-CoverAgile Snafus
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eBook Description

Want to learn about some common Agile problems before you get started?

Crosslake has collected years of experience on Agile anti-patterns and packaged them in a short eBook.  Learn how to resolve common issues such as lack of management commitment, supporting quality practices required for Agile success, what frequently goes wrong with Scrum, and lack of proper “Done” definitions.



Title: Proven Practices, Considerations and Common Pitfalls of Modernizing Legacy Systems
Date: 6/18/2018 @ 9am PT, Registration Link
Link to recording (coming soon)
Link to slides (coming soon)

Webinar Description

There really is no ‘silver bullet’ when it comes to approaching the modernization of legacy Software Architecture. Technology leaders involved in modernizing technologies and applications need first to evaluate legacy systems, looking at both the business and IT drivers behind the modernization goals. Choosing the right approach with the highest effect and value while also considering the cost and risk is paramount.

In this webinar we will discuss both the demand side of the reasons to modernize, the main business drivers, where new requirements cannot be met or stakeholder concerns or desires addressed sufficiently by the current application/s estate and business value, where the current system lags in terms of data, and the support it offers. We then demonstrate the consideration on the supply and their associated drivers, which will include cost and complexity. Such as the cost of operating and changing the current application may be simply be too high in relation to its value? Is the sheer complexity an issue for users? Risk is also a key consideration and we will examine some of the more compelling reasons for modernizing legacy architectures.

Webinar - You Bought the Company, Now What?

Title: You Bought the Company, Now What?
Link to recording
Link to slides


Webinar Description

In this 60-minute session, we will give you tips on key questions to ask during initial company evaluations, how to identify red flag answers and so much more.

If you’re a portfolio company or operating partner, you won’t want to miss this. We’ll help you take those important – but tricky – next steps. After helping hundreds of portfolio and operating partners navigate the course, we will share best practices for value creation and growth, tackling and prioritizing risk items, defining a transformation roadmap and more.

Topics include:

  • Effectively prioritizing investment to maximize value creation
  • People and Leadership
    • Streamlining organizations for efficiency
    • Leveraging low cost development centers
  • Modernizing legacy architectures to
    • Enable new business opportunities
    • Reduce on-going support costs and increase quality
    • Enable migration to cloud
  • SDLC and Agile Processes
    • Improve development efficiency and quality
    • Ensuring quality throughout the development lifecycle

Webinar- TechDD Primer

Title: Technical Due Diligence Primer
Link to recording
Link to slides


Webinar Description

In this 60-minute session, we offer tips on what to look for while evaluating potential deals, including:

  • What do you look for in early discussions, prior to a diligence?
  • How do you optimize investment objectives?
  • How do you spot red flags and what do you do about them?
  • What are the 5 things that ensure success?
  • How do you maximize ROI for post-close growth?

Our 360-view includes:

  • Technology: Understand where to drill in Architecture, Technical Debt, API’s, BI and SaaS.
  • IT Operations: What are hosting models, reliability and robust disaster recovery?
  • People and Leadership: Key roles, identifying gaps and key-person dependencies.
  • Roadmap: Relationship between business and technology roadmaps and predicting costs.
  • Development Process: Agility, efficiency and engineering practices that lead to business results.
  • Professional Services: Customization vs configuration practices for successful engagements.
  • Industry Trends: Our perspective on industry trends.
  • Post-close: Best practices with case studies.


Title: Build-Deploy-Test. Speed Up Using Lab Management in TFS
Link to slides


Webinar Description

Manual rote tasks – an evil in the software engineering world. By removing repetitious tasks we can improve our efficiency as a software engineering team. Team Foundation Server Lab Management capabilities help automate the build, deploy, test tasks to continually gauge product health and allow your team to focus on the right things.

In this webinar, we take a trip through the build-deploy-test workflow and learn how Team Foundation Server 2012 Lab Management allows for easy and customizable automated builds, seamless deployment to multiple machines simultaneously, and automated verification tests to ensure ongoing high product quality. Learn how to set up your own test environments for the build-deploy-test workflow, including leveraging the TFS build system, automatic configuration of test virtual machines, and automatic deployment of your product assets including build verification tests.

Lab Management is an often-misunderstood feature in the Team Foundation Server suite of functionality. Let us dispel some of the myths and help you move forward on your path to build-deploy-test greatness.

TFSBuildTitle: Unleash the Power of TFS Build
Link to Slides


Webinar Description

Automated builds are the lifeline of a development team, and is the first indicator of product health. Without a successful build, you have nothing. In today’s Agile world, the most effective development teams constantly maintain high quality and are ready to ship at frequent intervals. The build is a key to that nirvana.


No build == no working software == no testing == no customer feedback == badness all around

In this webinar, we illustrate the power of using TFS as a build system and provide arguments for why teams should use it. We will answer questions such as:


  • What are the advantages of having an automated build?
  • What is TFS Build and why would I use it?
  • What are the different types of builds?
  • How do I define and configure a build in TFS?
  • How do I customize a build (e.g. invoke a PowerShell script from the build)?
  • How do I diagnose a failed build?
  • How do I build with the TFS service?


GitAndTfsTitle: Git It Done with Team Foundation Server
Link to slides


Webinar Description

For teams that already have projects in GIT source control, but want to integrate other great features of TFS, Visual Studio 2012 Update 2 (2012.2) now supports GIT as the source provider. Teams that control source and revision with GIT are now able to use the Agile and Scrum templates from TFS, as well as the new Web Access interface for managing teams, maintaining code quality, automating build-deploy-test workflows, bug tracking, change management, and the rest of the benefits of using TFS as your ALM suite. Visual Studio 2012.2 allows teams of both centralized AND distributed source control to take advantage of this clean integration.

From Andy Lewis’ MSDN blog:

“The best option for you depends on a lot of factors, including size of codebase, team size, and team distribution to name a few. Now that Git is fully integrated with TFS, the decision depends solely on what your team needs from version control. Looking at the strengths and features of each system can help make the decision easier.”


Crosslake Blog

Check out the Crosslake blog for additional help and resources.