BPaaS Toolkit

Downloadable Resources, Instant Access

Internally works with Delivery Team, Sales, and other organizations to ensure adequate new account pursuit support and servicing, and review new client sales deployment strategies.

More Uses of the BPaaS Toolkit:

  • Formulate planning, budgeting, forecasting and reporting strategies.

  • Establish: leverage digital innovation and Emerging Technologies to solve complex business, regulatory, and organizational obstacles.

  • Assure your corporation
  • Be certain that your enterprise complies; awareness of key marketplace and Industry Trends relative to customer and consumer behavior.

  • Be certain that your strategy encourages, inspire, motivates, and leads Enterprise Sales team to accomplish team revenue goals through proactive communication, and positive reinforcement.

  • Collect and communicate Market intelligence on products/services and incorporate it into sales client planning process.

  • Update action items in Azure Devops server and communicate expectations to internal teams.

  • Standardize: IT Service Delivery and outsourcing assessment.

  • Formulate: Data Management strategy and architecture.

  • Manage resources and budget on client projects.

  • Evaluate: IT Governance, Operating model, and delivery model assessment.

  • Secure that your strategy complies;
  • Control: flexibility during times of change and open to multiple points of view and possible solutions.

  • Organize: test new/updated functionality to ensure delivery of a quality product.

  • Arrange that your organization complies; Sales And Marketing / creative services.

  • Interact with program leadership, governance, and change enablement teams.

  • Achieve/exceed individual sales quota for fiscal year.

  • Identify strategies for growth and value creation, leveraging methods and tools like the Strategic Choice Cascade.

  • Manage work with clients to identify/resolve all issues that could impact project scope and/or timeframe.

  • Adjust quickly to changing priorities and cope effectively with complexity.

  • Identify business opportunities to increase usability and profitability.

  • Manage and maximize the client level cost of sale.

  • Drive: leverage Marketing Automation and lead management to streamline, automate and measure all marketing tasks and workflows.

  • Methodize: design and facilitate client workshops.

  • Manage work with the wider Client Success team to ensure a monthly summary of demo changes is published.

  • Develop: leverage digital mail and workers compensation industry expertise to build and develop relationships, representing your organization with key customers and industry stakeholders.

  • Devise: consultative sales success of BPaaS and SaaS solutions.

  • Manage work with the wider Client Success team to ensure the latest links to the demos are published on the Technology and Solutions Roadmap site.

  • Set and execute the sales strategy for assigned territory and lead the development of a sales plan targeting new clients.

  • Facilitate the adaptive implementation process from start to finish.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What qualifications do BPaaS leaders need?

  2. How will you know that a change is an improvement?

  3. How is data used for Program Management and improvement?

  4. Is there a strict Change Management process?

  5. Are the units of measure consistent?

  6. What is the total fixed cost?

  7. Are you making progress, and are you making progress as BPaaS leaders?

  8. What happens if Cost Savings do not materialize?

  9. Who manages supplier Risk Management in your organization?

  10. Are the planned controls working?

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

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

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

  4. Closing Process Group: Did the BPaaS project team have enough people to execute the BPaaS 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 BPaaS 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 BPaaS 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 BPaaS 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 BPaaS project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose BPaaS 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 BPaaS 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 BPaaS investments work better.

This BPaaS 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.