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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Integrated customer management 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 Integrated customer management improvements can be made.

Examples; 10 of the standard requirements:

  1. Whose voice (department, ethnic group, women, older workers, etc) might you have missed hearing from in your company, and how might you amplify this voice to create positive momentum for your business?

  2. How would you define the culture here?

  3. Is key measure data collection planned and executed, process variation displayed and communicated and performance baselined?

  4. Will Integrated customer management deliverables need to be tested and, if so, by whom?

  5. How does Integrated customer management integrate with other stakeholder initiatives?

  6. How do we keep the momentum going?

  7. Think about the kind of project structure that would be appropriate for your Integrated customer management project. should it be formal and complex, or can it be less formal and relatively simple?

  8. Have the problem and goal statements been updated to reflect the additional knowledge gained from the analyze phase?

  9. What are your key performance measures or indicators and in-process measures for the control and improvement of your Integrated customer management processes?

  10. Is the suppliers process defined and controlled?


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 Integrated customer management book in PDF containing requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Integrated customer management Project Management Form Templates covering over 6000 Integrated customer management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Risk Categorization -Which of your categories has more risk than others?

  2. Procurement Audit: Is there no evidence that the expert has influenced the decisions taken by the public authority in his/her interest or in the interest of a specific contractor?

  3. Assumption and Constraint Log: Is the current scope of the Integrated customer management project substantially different than that originally defined in the approved Integrated customer management project plan?

  4. Scope Management Plan: Do all stakeholders know how to access this repository and where to find the Integrated customer management project documentation?

  5. Requirements Management Plan: Do you have an agreed upon process for alerting the Integrated customer management project Manager if a request for change in requirements leads to a product scope change?

  6. Probability and Impact Assessment: Does the customer have a solid idea of what is required?

  7. Cost Management Plan: What does it mean to say a task is 75% complete after 3 months?

  8. Roles and Responsibilities: Concern: where are you limited or have no authority, where you cant influence?

  9. Process Improvement Plan: To elicit goal statements, do you ask a question such as, What do you want to achieve?

  10. Activity Duration Estimates: What do you think the real problem was in this case?

 
Step-by-step and complete Integrated customer management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Integrated customer management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Integrated customer management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Integrated customer management 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 Integrated customer management 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 Integrated customer management 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 Integrated customer management 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 Integrated customer management project with this in-depth Integrated customer management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Integrated customer management 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 Integrated customer management 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 Integrated customer management investments work better.

This Integrated customer management 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
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 5th Sep 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 4th Sep 2018

    HARRY M. Enterprise Architect

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 4th Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

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

    Posted by MARTIN B. on 3rd Sep 2018

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

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 2nd Sep 2018

    DIANNE L Chief Learning Officer

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 2nd Sep 2018

    Christine R. University Officer

  • 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 Aug 2018

    JULIE M. AWS Solution Architect

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 4th Aug 2018

    MEL F. Change Management Professional

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 3rd Aug 2018

    NATALIE F. Healthcare Information Technology Consultant