BPM for Customer Service and Support Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the BPM for Customer Service and Support 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 BPM for Customer Service and Support improvements can be made.

Examples; 10 of the standard requirements:

  1. Is data collection planned and executed?

  2. Is the performance gap determined?

  3. Do we aggressively reward and promote the people who have the biggest impact on creating excellent BPM for Customer Service and Support services/products?

  4. Do we have the right capabilities and capacities?

  5. How do we go about Securing BPM for Customer Service and Support?

  6. Are there BPM for Customer Service and Support problems defined?

  7. Is Process Variation Displayed/Communicated?

  8. How Will We Measure Success?

  9. Were Pareto charts (or similar) used to portray the heavy hitters (or key sources of variation)?

  10. How do you select, collect, align, and integrate BPM for Customer Service and Support data and information for tracking daily operations and overall organizational performance, including progress relative to strategic objectives and action plans?


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 BPM for Customer Service and Support book in PDF containing requirements, which criteria correspond to the criteria in...

Your BPM for Customer Service and Support 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 BPM for Customer Service and Support Self-Assessment and Scorecard you will develop a clear picture of which BPM for Customer Service and Support 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 BPM for Customer Service and Support 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 BPM for Customer Service and Support projects with the 62 implementation resources:

  • 62 step-by-step BPM for Customer Service and Support Project Management Form Templates covering over 6000 BPM for Customer Service and Support project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Is there general agreement & acceptance of the current status and progress of the BPM for Customer Service and Support project?

  2. Change Management Plan: What type of materials/channels will be available to leverage?

  3. Procurement Audit: Have late payment interests been rewarded and could they have been avoided?

  4. Cost Management Plan: Is there a requirements change management processes in place?

  5. Stakeholder Management Plan: Is there a formal process for updating the BPM for Customer Service and Support project baseline?

  6. Schedule Management Plan: Is there general agreement & acceptance of the current status and progress of the BPM for Customer Service and Support project?

  7. Quality Audit: How does the organization know that its system for attending to the particular needs of its international staff is appropriately effective and constructive?

  8. Procurement Audit: Where required, did candidates give evidence of complying with required environmental management standards?

  9. Procurement Audit: Are procedures established on how orders will be shipped?

  10. Executing Process Group: Why is it important to determine activity sequencing on BPM for Customer Service and Support projects?

 
Step-by-step and complete BPM for Customer Service and Support Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 BPM for Customer Service and Support project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 BPM for Customer Service and Support project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 BPM for Customer Service and Support 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 BPM for Customer Service and Support 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 BPM for Customer Service and Support 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 BPM for Customer Service and Support 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 BPM for Customer Service and Support project with this in-depth BPM for Customer Service and Support Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose BPM for Customer Service and Support 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 BPM for Customer Service and Support 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 BPM for Customer Service and Support investments work better.

This BPM for Customer Service and Support 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 5th Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 2nd Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    The Self Assessment is deemed qualified, accurate and comprehensive as a Guidance that Incorporates the NIST Cybersecurity Framework.

    Posted by U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) on 2nd Sep 2018

    U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)

  • 5
    ctmfile.com

    Posted by ctmfile.com on 5th Aug 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 4th Aug 2018

    WALTER H. Business Coach

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 4th Aug 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    Thank you. I would very much like to read your publication and share my views on our blog to reach our English and Spanish customers.

    Posted by James S. on 3rd Aug 2018

    James S. Account Manager

  • 5
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 3rd Aug 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist