Field force automation 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 Field force automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Field force 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 Field force automation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Field force 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 714 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Field force automation improvements can be made.

Examples; 10 of the 714 standard requirements:

  1. Is Field force automation dependent on the successful delivery of a current project?

  2. How are we doing compared to our industry?

  3. Who is On the Team?

  4. What quality tools were useful in the control phase?

  5. Are you failing differently each time?

  6. Which Stakeholder Characteristics Are Analyzed?

  7. Who are you going to put out of business, and why?

  8. What are current Field force automation Paradigms?

  9. For your Field force automation project, identify and describe the business environment. is there more than one layer to the business environment?

  10. What threat is Field force automation addressing?


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 Field force automation book in PDF containing 714 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: How can you use Microsoft Field force automation project and Excel to assist in Field force automation project risk management?

  2. Requirements Documentation: How will Requirements be documented and who signs off on them?

  3. Human Resource Management Plan: Are Field force automation project team roles and responsibilities identified and documented?

  4. Planning Process Group: Does the programme have follow-up mechanisms (to verify the quality of the products, punctuality of delivery, etc.) to measure progress in the achievement of the envisaged results?

  5. Project or Phase Close-Out: What stakeholder group needs, expectations, and interests are being met by the Field force automation project?

  6. Procurement Audit: Are cases of double payment duly prevented and corrected?

  7. Change Management Plan: Do the proposed users have access to the appropriate documentation?

  8. Procurement Audit: Are there mechanisms for evaluating the departments suppliers performance in relation to prices, quality, delivery and innovation?

  9. Stakeholder Management Plan: Are the appropriate IT resources adequate to meet planned commitments?

  10. Activity Duration Estimates: Are procedures defined by which the Field force automation project scope may be changed?

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

1.0 Initiating Process Group:

  • 1.1 Field force automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Field force 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 Field force 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 Field force 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 Field force 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 Field force 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 Field force automation project with this in-depth Field force automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Field force 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 Field force 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 Field force automation investments work better.

This Field force 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 5th Sep 2018

    Ravi P. Senior Consultant Big 5

  • 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 4th Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 3rd Sep 2018

    KEN W. Managing Director

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

    Posted by Ken W. on 3rd Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Thank you so much for a great tool!

    Posted by Kristy M. on 2nd Sep 2018

    Kristy M. Project Manager

  • 5
    Just looked at the files. Impressive. Well done. I am learning.

    Posted by MARTIN B. on 2nd Sep 2018

    MARTIN B. Risks and Compliance, Vulnerability and Security Testing, Threat Detection and Response, Managed Security Services.

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

    Posted by Pierre V. on 2nd Sep 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 5th Jul 2018

    Dr. Martin K. CEO

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 2nd Jul 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!