ISV Support Toolkit

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Initiate ISV Support: management of the purchase order process for financial accuracy and timeliness of ensuring supply and services meet requirements, holdback and payment terms are properly set up and tracked to the proper accounts.

More Uses of the ISV Support Toolkit:

  • Secure that your design determines the appropriate model for delivering Technical Support from a variety of service divisions to a wide range of customer departments.

  • Serve as a technical expert for top tier support of complex infrastructure hardware and application issues.

  • Assure your strategy performs a variety of professional and administrative duties in support of the day to day operations of the programs.

  • Be accountable for working closely with Architects, Developers, Product Managers and Program Managers; and provide support to Identity and Access Management (IAM) leadership to ensure strategy aligns with the business values and direction of the enterprise.

  • Make sure that your strategy participates in the development, implementation, and support of the enterprise Database Architecture roadmap, database Service Design, delivery, and operational model.

  • Lead the analysis and staging process of application developments, application deployments/installation through a release process, and other various support functions in the system development life cycle.

  • Provide program support for all matters related to Information Privacy and security related Policies and Procedures.

  • Oversee a high performing technical team to oversee the hardware, software, networking, telephony and security infrastructure, aligning foundational capabilities to support business plans.

  • Confirm your enterprise oversees and monitors Change Management efforts to ensure policies, Organizational Structure, Business Processes, and management practices are in alignment with and support Continuous Improvement and an innovative, integrated, client centered, outcome focused culture.

  • Standardize ISV Support: work closely with product Marketing And Sales to support creation of customer driven messaging, Sales Enablement tools and Thought Leadership materials to execute the go to market strategy.

  • Provide guidance and support to customers on Business Process improvement and best practices during implementation in order to ensure high success and client adoption of the software.

  • Confirm your venture provides Quality Assurance support to ensure that the products produced are manufactured in accordance to the specifications and requirements as defined by the customer and/or organization.

  • Lead ISV Support: automation, self service, providing Project Management oversight to technical teams, and collaborating with stakeholders in support of Enterprise Applications, development projects or other organizational initiatives.

  • Steer pipeline management in sales process in collaboration with the sales team and support the execution of process from Lead Generation to contract closing.

  • Ensure you amplify; extend professional, courteous, and timely support and service to IT peers, end users, and internal business units.

  • Develop and deliver frequent communication to stakeholders and organization wide to garner support and drive adoption.

  • Ensure you pilot; lead Systems Engineering is tasked with addressing any customer issues in the field (or by remote basis) that are reported to the Technical Support team, and assigned by the service coordination.

  • Establish that your operation identifies and understands key discovery project/program data needed to drive decision making; developing a scalable Data Management process to support the governance thereof.

  • Be certain that your organization establishes and implements internal auditing policies, Standards and Procedures to support proactive Risk Management control, accountability, economy and efficiency, and improving governance and Business Processes.

  • Establish that your organization provides support of supply, maintenance, procurement, transportation, Inventory Management, Quality Assurance, facilities and Property Management, Production Control, and property disposal for assigned programs.

  • Install, configure, troubleshoot, and support Windows Clients, servers, switches, routers, and firewall.

  • Shift consulting associates support your team and your clients through effective development, management, and implementation of account strategies and plans across the lifecycle of your client engagements.

  • Guide ISV Support: actively involved in providing quality support and technical direction for new Product Development, as part of technology transfer teams, from Research and Development to manufacturing though Scale Up process/Product Development, product and Process Validation.

  • Ensure you anticipate; lead systems analyst to install and configure applications for various platforms; package and develop applications; support Product Development.

  • Develop ISV Support: work close with operational areas of lending to ensure compliance and support on member matters, and review disclosures for lending programs to ensure compliance.

  • Methodize ISV Support: actively lead the interactions with the contract manufacturer and suppliers as IT related to quality and provide support in the resolution of quality problems.

  • Establish that your organization represents your organization in meetings and considerations involving individuals, groups, and organizations working in support of, or opposing, the policies, programs, and work of your organization.

  • Control ISV Support: actively support areas of empowerment and continuously improves the team processes to create a more efficient work environment.

  • Collaborate with other Advisory Consultants to build out and maintain reusable assets and offering materials to support future engagements and develop new offerings / capabilities.

  • Be certain that your organization creates and implements Staff Development programs that support your organizations Succession Planning objectives and foster a highly effective management and leadership structure.

  • Ensure you are an expert at working with cross functional teams, can deal with a lot of ambiguity and synthesize large amounts of information into a clear story that keeps everyone aligned.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ISV 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 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 ISV Support improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you make it meaningful in connecting ISV Support with what users do day-to-day?

  2. Why is this needed?

  3. How frequently do you track ISV Support measures?

  4. What causes extra work or rework?

  5. What is the scope of ISV Support?

  6. What are the timeframes required to resolve each of the issues/problems?

  7. How is Change Control managed?

  8. What is in scope?

  9. What management system do you use to leverage the ISV Support experience, ideas, and concerns of the people closest to the work to be done?

  10. When should you bother with diagrams?

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

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

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

  4. Closing Process Group: Did the ISV Support project team have enough people to execute the ISV Support 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 ISV Support 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 ISV Support Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 ISV 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 ISV 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 ISV 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 ISV 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 ISV Support project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any ISV Support project with this in-depth ISV Support Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ISV 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 ISV 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 ISV Support investments work better.

This ISV 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.