Customer Life Cycle Toolkit

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Lead Customer Life Cycle: of influence and Decision Making responsibility to consider issues of significant importance; requires continuing contact with officials at higher levels.

More Uses of the Customer Life Cycle Toolkit:

  • Ensure your strategy complies; focus on segmentation execution, delivering specific messages to select audiences based on behavior and create triggered email programs based on Customer Life Cycle.

  • Develop Customer Life Cycle: conduct segmentation analytics and develop targeting tools for Sales Growth and across the Customer Life Cycle.

  • Establish that your organization complies; focus on segmentation execution, delivering specific messages to select audiences based on behavior and create triggered email programs based on Customer Life Cycle.

  • Pilot Customer Life Cycle: through innovation, find and execute new growth models based ON Demand, margin expectations, and the development and/or refinement of service line capabilities consistent with customer needs and wishes.

  • Audit Customer Life Cycle: actively promote an environment and culture focused on Customer Service, safety, analytics, technology and cooperation by working with functional areas across your organization to ensure appropriate communication, involvement, and Decision Making.

  • Ensure you revitalize; lead based on customer and organization needs, work after hours and on weekends for scheduled projects and in emergency situations.

  • Ensure you lead internal and customer meetings to understand requirements, identify unique use cases, and implement information technology solutions/initiatives.

  • Be involved in implementing new systems, procedures and work instructions, and special projects supporting manufacturing and Customer Service objectives.

  • Collaborate, promote and develop tight integration with Demand Planning, Product Line leadership, sales, operations, engineering, Customer Service, Human Resources, and finance teams to drive cross functional alignment.

  • Foster good teamwork between Contracting Operations and Strategic Sourcing teams, ensuring good Process Design and controls, with focus on Customer Service and positive engagement scores.

  • Ensure compliance with all organization and industry stipulations to ensure customer expectations are met.

  • Support the service relationship with the customer through maintaining clear Lines Of Communication, knowledge and execution of the contract.

  • Make sure that your strategy evaluates and recommends capital equipment and other significant enhancements to systems, processes, policies, and procedures to improve Operational Efficiency, accuracy, and customer Service Levels.

  • Establish that your team develops strategic operating plans and responds to changing business conditions, with an emphasis on Customer Satisfaction through continuous Process Improvement.

  • Introduce and advocate for industry Best Practices of a modern Data Warehouse as Customer Centric, adaptable, automated, elastic, governed, secure, etc.

  • Develop solutions to complex business problems or customer engagements through in depth analysis, coordination and negotiation with key decision makers.

  • Assure your team complies; sales, analytics, Customer Service and marketing to design and develop solutions through reporting and Data Analysis.

  • Ensure you collaborate; lead Engineering, Product, Support, and Sales to deliver Best Of Breed educational material and documentation to achieve Customer Self Service and success.

  • Collaborate on Marketing Communications to the customer base and identify stages in the customer journey to engage champions, influencers and buyers.

  • Ensure your business organizes internal/external resources in response to, and in anticipation of customer needs.

  • Methodize Customer Life Cycle: fault isolation, troubleshooting, and resolution support for critical customer network issues.

  • Drive Customer Life Cycle: customer Service Management systems.

  • Drive and facilitates effective collaboration and communications between the IT Organization and the user and customer Communities.

  • Set sourcing strategy based on overall procurement objectives, customer needs, supply market dynamics, technological changes in the marketplace and other relevant factors derived from extensive research.

  • Transform Customer Requirements into Design Specifications, considering manufacturability, tolerances and Cost Control.

  • Identify Customer Life Cycle: design, conduct, and analyze product specific surveys and lead Customer Focus group research to uncover insights and identify trends and solidify Strategic Direction of product and services development.

  • Provide expert technical guidance and Customer Support in the design and analysis of experiments.

  • Orchestrate Customer Life Cycle: successfully prospect, close, and build long term partnerships for Customer Retention and Sales Growth.

  • Manage, enhance, and/or maintain catalog, product listings, merchandising, pricing, inventory turn, payment, Order Management, and post sales Customer Support.

  • Supervise Customer Life Cycle: partner with marketing stakeholders to leverage that segmentation across internal and external channels in order to enhance customer value.

  • Advise the information system owner regarding security considerations in the information System Development Life Cycle.

  • Manage end to end Predictive Modeling and Solution Development life cycle from Requirements Gathering, identification of data sources, Model Development and evaluation, to data processes and model implementation.

  • Establish that your enterprise protects organization assets through the proper management of asset files and adherence to organization policy with regard to Information security and management.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Life Cycle 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 Customer Life Cycle improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you go about comparing Customer Life Cycle approaches/solutions?

  2. What are the Customer Life Cycle use cases?

  3. Who will provide the final approval of Customer Life Cycle deliverables?

  4. How important is Customer Life Cycle to the user organizations mission?

  5. What Customer Life Cycle services do you require?

  6. How many input/output points does it require?

  7. What you are going to do to affect the numbers?

  8. Think about the functions involved in your Customer Life Cycle project, what processes flow from these functions?

  9. Are the assumptions believable and achievable?

  10. Whom do you really need or want to serve?


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 Customer Life Cycle book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Customer Life Cycle Project Management Form Templates covering over 1500 Customer Life Cycle 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 Customer Life Cycle project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Life Cycle Project Team have enough people to execute the Customer Life Cycle 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 Customer Life Cycle 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 Customer Life Cycle Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Life Cycle 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 Customer Life Cycle 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 Customer Life Cycle investments work better.

This Customer Life Cycle 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.