Automation Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the 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 998 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 improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Do you have a working process for the vetting and implementation of new technologies, including behavioral analytics, automation and cognitive, for inclusion in your cyber security architecture?

  2. Is your organization leveraging emerging technologies as data mining, blockchain, Robotic Process Automation, risk sensing, and cognitive analytics to derive business benefit from data?

  3. How do you better understand intelligent automation capabilities, and what steps is your organization taking to communicate its capabilities and implications across the value chain?

  4. Why the sky-high interest, especially since the terms robotic and automation may sound like low-level, low-intelligence technology instead of a breakthrough in getting work done?

  5. How do you plan to integrate intelligent automation across your existing tools to engage with consumers and processes, and deliver the products and service consumers demand?

  6. How to deliver integrated solutions across the business ecosystem targeting speed of execution & innovation including factory automation, IoT and analytics capabilities?

  7. How do you leverage your existing staff and skillsets and expertise successfully to meet the automation needs of your on-premises, private, or hybrid cloud environment?

  8. What are the likely impacts of automation and other digitalisation on the workforce, and is the business ensuring it has the skills required to enable that technology?

  9. Which tools do you use or plan to use to ensure your automation platform is robust and will operate correctly, and that changes applied can be appropriately verified?

  10. How can business networks and the cloud-based applications underlying them better help companies reach a more strategic level of business intelligence and automation?


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 book in PDF containing 998 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Automation Project Management Form Templates covering over 1500 Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Is quality monitored from the perspective of the customers needs and expectations?

  2. Stakeholder Analysis Matrix: Who is influential in the Automation project area (both thematic and geographic areas)?

  3. Human Resource Management Plan: Is it standard practice to formally commit stakeholders to the Automation project via agreements?

  4. Responsibility Assignment Matrix: Is work progressively subdivided into detailed work packages as requirements are defined?

  5. Milestone List: What is your organizations history in doing similar activities?

  6. Team Performance Assessment: If you have received criticism from reviewers that your work suffered from method variance, what was the circumstance?

  7. WBS Dictionary: Incurrence of actual indirect costs in excess of budgets, by element of expense?

  8. Project Scope Statement: Are there backup strategies for key members of the Automation project?

  9. Probability and Impact Assessment: Do benefits and chances of success outweigh potential damage if success is not attained?

  10. Procurement Management Plan: Are enough systems & user personnel assigned to the Automation project?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 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 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 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 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 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 Automation project with this in-depth Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose 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 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 Automation investments work better.

This 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.