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The Art of Service Standard Requirements Self Assessments

Automation Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Automation Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. It is no secret that to even get close to the process integration that itil suggests as good practice, it is critical to consider workflow automation and tool requirements; however, that being said, have you also considered that underpinning these processes is data?

  2. Why is it the case that crm sfa sales force automation and HR systems are moving to cloud while scm manufacturing financial packages or systems are not moving to cloud?

  3. When the engineering team is satisfied, and pushes the new features to a full automation run, including load testing, how long does it take to declare the service ready to use?

  4. Have you been able to integrate with your other key business systems, like sales force automation, to avoid rekeying data or islands of information?

  5. Does the benefit of structure in the audit process derive from the automation and mechanization of judgment, or enhancing the fabric of judgment?

  6. Process automation and tool integration: How well do the tools support lifecycle processes and what kind of tool integrations are there?

  7. Test Automation for mobile device browser scenarios: Are there any frameworks for automating a test suite for mobile device browsers?

  8. Doe we have automation that alerts managers/supervisors whenever schedule changes are necessary due to sudden changes in call volume?

  9. If you are using marketing automation, how does this help to enhance the digital marketing actions and what processes are automated?

  10. Should the organization allow someone other than pharmacy personnel to stock a machine, with safeguards of automation considered?


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 Automation book in PDF containing requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Automation Project Management Form Templates covering over 6000 Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Requirements Management Plan: Do you have an appropriate arrangement for meetings?

  2. Quality Management Plan: Can you perform this task or activity in a more effective manner?

  3. Scope Management Plan: Are Automation project team members involved in detailed estimating and scheduling?

  4. Initiating Process Group: What input will I be required to provide the Automation project team?

  5. Closing Process Group: Based on your Automation project communication management plan, what worked well?

  6. Source Selection Criteria: Do you discuss all weaknesses, significant weaknesses, and deficiencies?

  7. Executing Process Group: What does it mean to take a systems view of a Automation project?

  8. Variance Analysis: What is your organizations rationale for sharing expenses and services between business segments?

  9. Procurement Audit: Was the admissibility of variants displayed in the contract notice?

  10. Procurement Audit: Do buyers obtain price quotations or bids from two or more suppliers on significant purchases if catalog or advertised prices are not available?

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

1.0 Initiating Process Group:

  • 1.1 Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Automation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Automation 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 Automation 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 Automation 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 Automation 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 Automation project with this in-depth Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Automation 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 Automation 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 Automation investments work better.

This Automation 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.

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