360 Customer View Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical 360 Customer View Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any 360 Customer View related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated 360 Customer View specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the 360 Customer View Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which 360 Customer View improvements can be made.

Examples; 10 of the 992 standard requirements:


1. How can organizations profitably offer new products without a complete, 360 degree picture of the individuals holdings, repayment risk, channel preferences, and many other measures?
   
   

2. What are the key challenges to consider as you enable your employees to innovate, learn and collaborate to achieve a measurable and positive impact on business performance?
   
   

3. How has marketing procurement and strategic sourcing evolved to accommodate the new demands of 360 degree engagement strategies and brand interactions?
   
   

4. What are the most important business benefits that your organization seeks to achieve from implementing customer analytics technologies and methods?
   
   

5. How important is it for your organization to implement customer analytics technologies and methods to benefit business functions or operations?
   
   

6. How do you better understand customers through a 360 degree view across all channels with the ability to cleanse, standardize and augment data?
   
   

7. Do you truly have a 360 degree view of your customers, or is your perception limited to the needs within the current context of your product?
   
   

8. Are you working in multiple applications to pull the sales, marketing or financial data needed to gain a 360 view of your customers?
   
   

9. How can organizations obtain a 360 view of customers to understand and manage the many factors that affect the path to purchase?
   
   

10. Are you able to integrate diverse data sources and extend the 360 degree view to external and internal customer related data?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the 360 Customer View book in PDF containing 992 requirements, which criteria correspond to the criteria in...


Your 360 Customer View self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the 360 Customer View Self-Assessment and Scorecard you will develop a clear picture of which 360 Customer View areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough 360 Customer View Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage 360 Customer View projects with the 62 implementation resources:


• 62 step-by-step 360 Customer View Project Management Form Templates covering over 1500 360 Customer View project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Lessons Learned: How actively and meaningfully were stakeholders involved in the 360 Customer View project?
   
   

2. Quality Management Plan: Have adequate resources been provided by management to ensure 360 Customer View project success?
   
   

3. Assumption and Constraint Log: Does the traceability documentation describe the tool and/or mechanism to be used to capture traceability throughout the life cycle?
   
   

4. Stakeholder Management Plan: Is the steering committee active in 360 Customer View project oversight?
   
   

5. Resource Breakdown Structure: What is the primary purpose of the human resource plan?
   
   

6. Issue Log: Are there too many who have an interest in some aspect of your work?
   
   

7. Scope Management Plan: Have all documents been archived in a 360 Customer View project repository for each release?
   
   

8. WBS Dictionary: Is authorization of budgets in excess of the contract budget base controlled formally and done with the full knowledge and recognition of the procuring activity?
   
   

9. Project Charter: Customer benefits: what customer requirements does this 360 Customer View project address?
   
   

10. Roles and Responsibilities: What is working well within your organizations performance management system?


 
Step-by-step and complete 360 Customer View Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 360 Customer View project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 360 Customer View project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 360 Customer View project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 360 Customer View project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 360 Customer View project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 360 Customer View project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any 360 Customer View project with this in-depth 360 Customer View Toolkit.

In using the Toolkit you will be better able to:


• Diagnose 360 Customer View projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in 360 Customer View and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make 360 Customer View investments work better.

This 360 Customer View All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.