Automation Technology Toolkit

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Drive Automation Technology: interface with business owners to ensure Contract Negotiation objectives align with Key Stakeholder expectations and provide project status and analysis throughout the negotiation and contract development phases.

More Uses of the Automation Technology Toolkit:

  • Ensure you assess; lead Technology Development and Materials Science group and work closely with Supply Chain and process engineers working on developing process equipment and Automation Technology with Process Development.

  • Ensure you pilot; lead Technology Development and Materials Science group and work closely with Supply Chain and process engineers working on developing process equipment and Automation Technology with Process Development.

  • Ensure you win; lead Technology Development and Materials Science group and work closely with Supply Chain and process engineers working on developing process equipment and Automation Technology with Process Development.

  • Be accountable for emerging finance enabling technologies Robotic Process Automation Technology, artificial / applied intelligence technologies in finance / accounting.

  • Initiate Automation Technology: design and develop web based automation systems and develops and Test Engineering Design Automation tools, creates flows/scripts to analyze and test Design Methodologies.

  • Manage work with customers, analyze customers current processes and workflows to identify customers automation needs.

  • Set the strategic vision for and drive development and maintenance of Data Models, reporting systems, data automation systems, dashboards, descriptive, investigative, and Predictive Analytics, and Performance Metrics to support quality delivery and organizational Decision Making.

  • Be accountable for Marketing Automation and Lead Management experts.

  • Provide a high level of Customer Service support for Office Automation applications, servers, laptop and desktop computers, and printers.

  • Manage work with business and technology leaders across your organization and its subsidiaries to integrate the systems, applications, and databases with Sailpoint IdentityIQ ensuring adherence to Security Controls, Policies And Standards with a focus on automation and control.

  • Ensure you address; cloud/AWS governance, security and automation to continuously improve Operational Excellence and delivery Time to Market.

  • Govern Automation Technology: how closed loop automation advances Network Automation.

  • Drive Automation Technology: work closely with sales and organization leadership to develop and maintain the operational infrastructure supporting Goal setting, reporting, and automation of manual processes.

  • Ensure you direct; lead the Design And Delivery of Data/ Business Intelligence/ AI and automation solutions advisory engagements involving strategy, roadmap and longer term CoE models (Operating models).

  • Ensure you magnify; lead the implementation and adoption of a Test Automation framework, improved release process, and overall testing plans.

  • Standardize Automation Technology: work closely with your technical and operations groups to create detailed testing plans using automation tools to the extent possible.

  • Steer Automation Technology: review content, ensure Quality Standards regarding Marketing Automation Best Practices and platform compatibility are met, campaigns are deployed on time, and are sent error free.

  • Optimize processes implementing new technology and automation across eCommerce businesses and eCommerce functions.

  • Establish Automation Technology: implement configuration and automation tools to simplify and automate the process of deploying, testing, packaging, and upgrading software across your infrastructure.

  • Measure Effectiveness of Process Improvement and automation efforts via metrics and KPIs.

  • Cyber automation engineers review procedures relating to current Threat Management and response processes and design automated actions to accelerate the triage, validation, containment, eradication and remediation of security incidents.

  • Standardize Automation Technology: constantly evaluate the Test Automation strategy and approach to identify areas of improvement.

  • AudIT Automation Technology: interface with controls engineers and operators to build the most effective automation Systems And Solutions.

  • Integrate automation Test Scripts as part of the Continuous Integration framework.

  • Confirm your organization coordinates directly with ITSM tool team to ensure Process Automation and tool implementation is working and aligned for planned improvements.

  • Supervise Automation Technology: track and update events in your Professional Services automation software in a clear and efficient manner.

  • Ensure you officiate; Demand Management, virtualization, Service Delivery, automation and reliability and Cloud Engineering.

  • Facilitate process workflow modeling to collaborate on Process Improvements, automation capabilities, and clearly defined end to end use cases.

  • Lead Automation Technology: by leveraging the latest software, AI, and robotics technology you are disrupting the Logistics Automation industry.

  • Manage work with the Active Directory team and O365 team to implement and establish new technology and processes for automation and minimize security risks.

  • AudIT Automation Technology: effectively operate with considerable latitude for non reviewed actions and Decision Making and accountability for outcomes.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Automation Technology 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 Automation Technology improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What improvements have been achieved?

  2. Are losses recognized in a timely manner?

  3. Who will facilitate the team and process?

  4. In retrospect, of the projects that you pulled the plug on, what percent do you wish had been allowed to keep going, and what percent do you wish had ended earlier?

  5. What tools do you use once you have decided on a Automation Technology strategy and more importantly how do you choose?

  6. Who has control over resources?

  7. What do you measure and why?

  8. Why will customers want to buy your organizations products/services?

  9. What are the success criteria that will indicate that Automation Technology objectives have been met and the benefits delivered?

  10. Is Automation Technology dependent on the successful delivery of a current project?

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

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

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

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

1.0 Initiating Process Group:

  • 1.1 Automation Technology project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Automation Technology Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Automation Technology 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 Automation Technology 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 Automation Technology 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 Automation Technology project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Automation Technology 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 Automation Technology 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 Automation Technology investments work better.

This Automation Technology 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.