Back Office Toolkit

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More Uses of the Back Office Toolkit:

  • Coordinate: Asset Management middle or Back Office.

  • Secure that your group performs Root Cause analysis and resolution for all IT Back Office applications or software issues.

  • Utilize and manage all systems for clients, Lead Generation, Database Management and Back Office support.

  • Pilot: implement custom Platform Development with integrations with Back Office Systems (often through the use of middleware tools) and Data Migration.

  • Make sure that your group complies; results repeat helps business owners by serving as Digital Marketing Back Office.

  • Devise: direct oversight of sales, Customer Service, and Back Office.

  • Manage: Front Office, Back Office, finance, technology, Compliance and Risk.

  • Manage Back Office Sales Process End To End.

  • Organize: proactively monitor and investigate network and other Security Alerts, defend internet facing Back Office applications and APIs.

  • Provide overall leadership, strategy, and direction for custom and package Application Development across the enterprise from customer facing applications to Back Office ERP Systems.

  • Oversee new and existing hardware and software installations along with upgrades relating to Back Office or Front Office network or telephony equipment.

  • Provide direction to the Escalation Team, Back Office and Order Recovery departments.

  • Ensure you have also got great Back Office support for client billing and expenses, so you can focus on supporting your client and delivering results.

  • Manage work with systems tools to maintain and configure Back Office settings.

  • Ensure you engineer; lead Business Process outsourcing Back Office staffing.

  • Standardize: work together with Corporate Management and engineering to build Innovative Solutions to support your customer facing brand and your internal facing Back Office needs.

  • Pilot: research and understand the needs of Back Office associates and stakeholders.

  • Ensure your corporation complies; programs that enable your Enterprise customers to improve operational and Back Office.

  • Use Back Office tools to take appropriate actions on User Accounts or orders.

  • Ensure your organization also provides support for Back Office Operations and processes.

  • Pilot: Back Office Network Management and authentication systems.

  • Manage monitoring and the integrity of production, Pre Production, and Back Office technical infrastructure and services.

  • Devise: act as the liaison between operations, Back Office and programming personnel in the areas of BI reporting design, modifications and/or troubleshooting.

  • Coordinate with sales and Back Office teams to ensure deals are booked properly.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Was a life-cycle Cost Analysis performed?

  2. What are the essentials of internal Back Office management?

  3. What was the last experiment you ran?

  4. Have you identified your Back Office Key Performance Indicators?

  5. Do you all define Back Office in the same way?

  6. Are employees recognized or rewarded for performance that demonstrates the highest levels of integrity?

  7. What are the gaps in your knowledge and experience?

  8. What is the Root Cause(s) of the problem?

  9. What is the definition of Back Office excellence?

  10. Are the key business and technology risks being managed?

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 Back Office book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Back Office Project Team have enough people to execute the Back Office 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 Back Office 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 Back Office 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 Back Office 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 Back Office project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Back Office 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 Back Office 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 Back Office investments work better.

This Back Office 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.