Adaptive Insights Toolkit

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Management Consulting professionals design and implement process and change interventions that integrate strategy, technology and people to enable Process Improvements that create value for clients.

More Uses of the Adaptive Insights Toolkit:

  • Make sure that your enterprise complies; focus on your organization process first, technology second mentality, ensuring Business Process Consulting is woven into the fabric of projects.

  • Steer: conduct internal testing to validate custom designed solutions and effectively performs User Acceptance Testing on client cpm environments.

  • Be certain that your corporation provides training to systems users throughout your organization and acts as a resource to users on more complex system functionality.

  • Manage: development, documentation, implementation and communication of policies, procedures and guidelines to ensure systems effectiveness, accuracy, auditability and compliance.

  • Establish that your group communicates with colleagues and peers regarding new technologies that could effect, improve or benefit clients of your organization.

  • Be certain that your design participates in Process Improvement projects, identifies and implements reporting and data efficiencies to reduce client time compiling data.

  • Analyze performance of pro forma expectations determined in the pre acquisition period to the actual performance in the post acquisition period.

  • Drive steady improvements to and automation of current processes with the goal of freeing up time to a focus on value added analysis.

  • Manage work with finance and accounting to ensure the models reflect the most up to date GAAP standards and accurately reflect the management reporting structure for your organization.

  • Develop: Vendor Management assesses vendor performance, risk profiles and mitigation strategies, vendor mix, review and assess vendors Internal Controls and External Audits.

  • Govern: partner with operations and finance teams across the globe to forecast and analyze Cost Savings initiatives, operating expenses, and operating metrics.

  • Communicate financial results and operational performance trends, historical and forecasted, using appropriate metrics on a monthly and quarterly basis.

  • Identify any coding or mapping errors through reviewing the OPEX reports, and partner with Accounting to correct departments and align costs to the right OPEX line items.

  • Warrant that your project complies; success in working closely with service line leaders, partners, practitioners and other Sales Executives to develop strategies and tactics that drive targeting programs and win business.

  • Direct: reproduction in whole or in part in any form or medium without express written permission of strategic financial solutions is prohibited.

  • Be certain that your group complies; implements new systematic procedures to promote efficiency implements new systematic procedures to promote efficiency and automation.

  • Lead your organizations Data Strategy and Data Stewardship to facilitate interoperability of systems for Business Intelligence analytics.

  • Execute the implementation strategy, utilizing business and systems requirements, design, prototype, and execute testing and training.

  • Ensure you revitalize; lead preparation of Financial Reporting package for internal management reporting, highlighting key business issues, revenue trends, cash analysis and functional expenses.

  • Make sure that your enterprise leads the development and documentation of improved cross organizational business Processes And Procedures, in particular as it relates to systems usage and data capture.

  • Identify and drive operational improvements; build or improve reporting and dashboards, trend analysis and provide thoughtful, relevant and insightful information for key Decision Making.

  • Collaborate with the Data Warehouse and Analytics management to create improvements to current processes and develop new data sources.

  • Develop and implement a higher level of automation into regular processes and drive the use of dashboards to deliver key results and metrics for action by business leaders.

  • Ensure you accomplish; build and manage relationships as part of a cross functional team supporting internal departments and contribute insights related to performance trends, metrics and KPIs.

  • Warrant that your team complies; conducts and contributes to client financial forecasting and planning projects and recommends business Process Improvement efforts.

  • Be accountable for assessing customer implementation needs with Functional Team, crafting innovative solutions that span different subject matter domains, and implementing plans to the customers satisfaction.

  • Manage work with all business functions to ensure that core KPIs, targets and forecasts are identified, monitored, reported and evaluated.

  • Support organization wide budgeting and forecasting; drive monthly financial review to understand key forecast variances and be able to identify any key trends and areas for forecast improvement.

  • Be accountable for creating, defining finance centers of excellence, automating processes through robotics or applied intelligence, Machine Learning.

  • Prepare and monitor the business units long range Strategic Planning models and lead your organizations annual Strategic Planning/budgeting and quarterly forecasting processes.


Save time, empower your teams and effectively upgrade your processes with access to this practical Adaptive Insights Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Adaptive Insights 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 Adaptive Insights specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Adaptive Insights 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Adaptive Insights improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. If there were zero limitations, what would you do differently?

  2. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  3. What could cause delays in the schedule?

  4. What are the barriers to increased Adaptive Insights production?

  5. What role does communication play in the success or failure of a Adaptive Insights project?

  6. Explorations of the frontiers of Adaptive Insights will help you build influence, improve Adaptive Insights, optimize Decision Making, and sustain change, what is your approach?

  7. What can you control?

  8. Does the goal represent a desired result that can be measured?

  9. What are the rules and assumptions your industry operates under? What if the opposite were true?

  10. Does Adaptive Insights appropriately measure and monitor risk?

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 Adaptive Insights book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Adaptive Insights 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 Adaptive Insights Self-Assessment and Scorecard you will develop a clear picture of which Adaptive Insights 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 Adaptive Insights 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 Adaptive Insights projects with the 62 implementation resources:

  • 62 step-by-step Adaptive Insights Project Management Form Templates covering over 1500 Adaptive Insights project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Adaptive Insights project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Adaptive Insights project team have enough people to execute the Adaptive Insights project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Adaptive Insights project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Adaptive Insights Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Adaptive Insights 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 Adaptive Insights project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Adaptive Insights 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 Adaptive Insights 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 Adaptive Insights investments work better.

This Adaptive Insights 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.