Customer Touchpoints Toolkit

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Methodize Customer Touchpoints: act as technical lead for projects/enhancements and manage issues, risks and Organizational Change Management to ensure successful and on time project delivery.

More Uses of the Customer Touchpoints Toolkit:

  • Support marketing with finding ways to maximize Customer Touchpoints to unify and elevate the customer journey.

  • Develop integrated campaigns across Customer Touchpoints in the customer journey ensuring consistency with articulated brand and product strategies.

  • Be accountable for Marketing Plan development of integrated campaigns across Customer Touchpoints in the customer journey, ensuring consistency with articulated strategy.

  • Ensure you coordinate; lead the creation of a strategic customer Touchpoint Map of how you want customers to be handled across all Customer Touchpoints in the future.

  • Manage work with Product Development and tech to upgrade the user Interface Design for the website, app, and all other tech related Customer Touchpoints online.

  • Be accountable for participating as technical lead on architecting complex customer engagements involving broad, system solutions from cloud to edge.

  • Manage projects and ongoing support issues, reference ability, strategic and quarterly Business Planning.

  • Head Customer Touchpoints: closely coordinate organization executive involvement with partner and end user Customer Management as appropriate.

  • Organize Customer Touchpoints: partner with data teams to analyze online and offline Customer Behavior and build a multi touch attribution model.

  • Ensure you champion; lead customer facing Technical Engineering on assigned accounts for project delivery, deployment, commissioning, and operations in support of the Project Management.

  • Establish that your business identifies and makes appropriate changes to technologies, integrated platforms, and systems to meet customer and operational requirements.

  • Confirm your design complies; focus on Customer Service issues as resolving customer inquiries related to Supply Support and maintaining positive working relationships with individual unit staff members.

  • Support organization response to customer audits and inquiries pertaining to product security.

  • Manage advanced trouble shooting skills and Analytical Skills to identify issues from logs and Customer Data is needed.

  • Orchestrate Customer Touchpoints: design Customer Segmentation strategies designed to maximize profitability from current customers and increase the Lifetime Value of client brands.

  • Head Customer Touchpoints: work closely with the Operations Management to ensure Continuous Improvement in all manufacturing, logistics and Customer Support processes and high reliability in all delivery KPIs.

  • Assure your planning supports internal Supply Chain partners by providing Voice Of Customer to all relevant Supply Chain functions.

  • Confirm you charter; lead Continuous Improvement activities to ensure a robust New Product Development Process with Sales, Engineering, Production, Quality, and Customer Service for new projects/products.

  • Provide solutions to Customer Data issues and contribute to written materials that communicate solutions and/or options to relevant stakeholders.

  • Be accountable for leading territory team review and updates of account plan based on changing market, customer conditions, and competitive activity.

  • Organize Customer Touchpoints: work closely with engineering, Customer Service, and product to create holistic analytic solutions.

  • Identify Customer Touchpoints: fault isolation, troubleshooting, and resolution support for critical customer network and voice issues.

  • Be accountable for engaging with stakeholders and supporting teams, and ensuring customer expectations, satisfaction, risks and cost is managed appropriately as it relates to your activities.

  • Direct Customer Touchpoints: partner closely with engineering, other Product Managers, research, UI/UX team members, and stakeholders to synthesize customer needs into successful requirements and feature sets.

  • Ensure you oversee; lead Process Engineering the lead Process Engineering team focus on lead process efficiency, Cost Savings, quality, and improving Customer Satisfaction using a combination of proven Six Sigma methodologies and business lead Process Management tools.

  • Ensure your organization improves Customer Service quality results by evaluating and redesigning processes; establishing and communicating service metrics; monitoring results and implementing changes.

  • Direct Customer Touchpoints: work closely with the greater technical solutions leadership and other groups throughout your organization (sales, Customer Success, engineering, product) to tackle urgent matters and to implement Process Improvements.

  • Head Customer Touchpoints: work closely with business partners, Product Management, engineering and design in defining and executing on customer needs and Data Science roadmap.

  • Manage work with the Solution Architecture and/or Business analyzing to translate the Customer Requirements into a working solution.

  • Coordinate activities between sales, Customer Success, product, technology, operations and marketing to coordinate and implement relevant solutions.

  • Organize Customer Touchpoints: aggregate and analyze data from multiple advertising and media platform partners and analytics to tie multi touch attribution models and optimization across all touchpoints and channels.

  • Be accountable for performing analysis of Network Security needs and contributes to design, integration, and installation of hardware and software.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you quantify and qualify impacts?

  2. Where do the Customer Touchpoints decisions reside?

  3. What needs improvement? Why?

  4. Is Customer Touchpoints documentation maintained?

  5. Do you know who is a friend or a foe?

  6. What is your formula for success in Customer Touchpoints?

  7. Are you measuring, monitoring and predicting Customer Touchpoints activities to optimize operations and profitability, and enhancing outcomes?

  8. Are pertinent alerts monitored, analyzed and distributed to appropriate personnel?

  9. How do you keep the momentum going?

  10. Instead of going to current contacts for new ideas, what if you reconnected with dormant contacts--the people you used to know? If you were going reactivate a dormant tie, who would it be?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:

  • 2.1 Customer Touchpoints 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 Touchpoints 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 Touchpoints 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 Touchpoints 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 Touchpoints 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 Touchpoints project with this in-depth Customer Touchpoints Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Touchpoints 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 Touchpoints 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 Touchpoints investments work better.

This Customer Touchpoints 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.