Account Maintenance Toolkit

$295.00
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Confirm your organization performs user Account Maintenance by establishing new user accounts, modifying existing user accounts;, and disabling user accounts.

More Uses of the Account Maintenance Toolkit:

  • Control: system/software and Account Maintenance (account creation/management with Active Directory).

  • Generate orders for daily Account Maintenance and client cash flow needs.

  • Provide training, ongoing support and Account Maintenance.

  • Organize: Account Maintenance and support.

  • Orchestrate: Account Maintenance (account creation/management with Active Directory).

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Account Maintenance 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 Account Maintenance improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the core elements of the Account Maintenance Business Case?

  2. What strategies for Account Maintenance improvement are successful?

  3. How do mission and objectives affect the Account Maintenance processes of your organization?

  4. Is supporting Account Maintenance documentation required?

  5. What are the key elements of your Account Maintenance Performance Improvement system, including your evaluation, organizational learning, and innovation processes?

  6. How often will data be collected for measures?

  7. What is your Account Maintenance quality Cost segregation study?

  8. Are there recognized Account Maintenance problems?

  9. Does management have the right priorities among projects?

  10. Identify an operational issue in your organization, for example, could a particular task be done more quickly or more efficiently by Account Maintenance?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Account Maintenance 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 Account Maintenance 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 Account Maintenance project with this in-depth Account Maintenance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Account Maintenance 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 Account Maintenance 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 Account Maintenance investments work better.

This Account Maintenance 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.