Business Insight Toolkit

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Establish Business Insight: work closely with designers and other developers in a tightly knit, Agile team.

More Uses of thE Business Insight Toolkit:

  • Ensure you organize; lead the creation of new Data Driven approaches for the purpose of generating Business Insights through Data Analytics, Information Visualization, and addressing unanswered business issues in a proactive manner.

  • Manage the accuracy and efficient distribution of reports and other Business Insights essential to the sales and Customer Success organization.

  • Ensure you chart; lead the creation of new Data Driven approaches for the purpose of generating Business Insights through Data Analytics, Information Visualization, and addressing unanswered business issues in a proactive manner.

  • Perform large scale Data Analysis to extract useful Business Insights.

  • InitiatE Business Insight: category expertise derivE Business Insights and relevant market opportunities through the development, analysis and execution of syndicated data and Market Research.

  • Secure that your planning acts as a valued business partner by providing informed, proactive analysis and Business Insights to enable effective Decision Making and efficient Resource Utilization.

  • Approach accountability areas with a digital innovation mindset, embracing ambiguity and complexity, applying Business Insight, cultivating innovation and speed to market, embracing Data Driven Decision Making and solutions, and optimizing value with technology.

  • Identify meaningful Business Insights out of queried data and prepare summary findings for both internal and external stakeholders.

  • Maintain and develop your existing Data Models and visualizations, provide market and Business Insights to measure commercial performance, identify trends, opportunities, and gaps in your existing marketing efforts.

  • Provide innovative strategic and analytical analysis of market activities, leading to Business Insights and planning.

  • Drive the dissemination of Commercial Finance knowledge across thE Business to improvE Business Insight and enable better decisions to be made.

  • Perform ongoing analysis of all aspects of thE Business, communicating Business Insights, risks, and opportunities to the appropriate team members.

  • Maintain a high level of Business Insight to deliver personalized Business Insights to all customers.

  • Warrant that your strategy identifies and communicates opportunities to solvE Business problems and gain Business Insights using data.

  • Help delivery teams develop solutions that enablE Businesses to capitalize on Business Insights and drive toward gaining a competitive advantage.

  • SystematizE Business Insight: partner with sales and Business Insights to develop regional, Account Based Marketing and content strategies and create go to market plans to accomplish sales and revenue goals.

  • Ensure you cooperate; lead the creation of new Data Driven approaches for the purpose of generating Business Insights through Data Analytics, Information Visualization, and addressing unanswered business issues in a proactive manner.

  • Ensure you lead the creation of new Data Driven approaches for the purpose of generating Business Insights through Data Analytics, Information Visualization, and addressing unanswered business issues in a proactive manner.

  • CoordinatE Business Insight: partner with Product Management and Business Intelligence in evolving and developing new, automated tools and dashboards, providing Business Insight into use cases, data relevance and Data Visualization.

  • Secure that your design takes a Data Driven approach to Problem Solving and decisions and draws upon Business Insight where information is incomplete.

  • DrivE Business Insight: category expertise derivE Business Insights and relevant market opportunities through the development, analysis and execution of syndicated data and Market Research.

  • Drive engagement with the system partners and lead sustainability Data Management, strategic data trend analytics and delivering operational sustainability Business Insights to achieve goals.

  • EvaluatE Business Insight: creative Problem Solving bringing strategic Business Insights from a deep analysis of the data.

  • Perform analytical tasks in a methodical manner on large amounts of structured and Unstructured Data to extract actionablE Business Insights.

  • Ensure your organization analyzes and documents business procedures and requirements and provides input on how to create efficiencies in new or existing operational processes.

  • DrivE Business Insight: 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.

  • Identify change needed in the customer servicing IoT/M2M/B2B infrastructure configuration to achieve the technology organization business goals.

  • Pilot Business Insight: partner and collaborate with the Business Intelligence team on automation of reporting and Process Improvements and other analysis.

  • Assure your organization performs Quality Management activities that are designed to improve quality of transaction processing, Customer Service activities, or other business procedures.

  • Ensure you aid; lead category to develop innovativE Business solutions, forecasts and category projections to understand and manage economics, risks, and Market Drivers.

  • Provide input into rental accounts account plans with insight gathered through branch visits.

  • Develop screening and qualification plan for alternate components to meet customer specs and Performance Requirements.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of thE Business Insight 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 Business Insight improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How will thE Business Insight data be analyzed?

  2. What is the definition of success?

  3. What would you recommend your friend do if he/she were facing this dilemma?

  4. How do you select, collect, align, and integratE Business Insight data and information for tracking daily operations and overall organizational performance, including progress relative to Strategic Objectives and action plans?

  5. What is your question? Why?

  6. What are the timeframes required to resolve each of the issues/problems?

  7. Why is Business Insight important for you now?

  8. Does Business Insight systematically track and analyze outcomes for accountability and quality improvement?

  9. Would you rather sell to knowledgeable and informed customers or to uninformed customers?

  10. Who is going to spread your message?

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

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

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

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



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

In using the Toolkit you will be better able to:

  • DiagnosE Business Insight 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 Business Insight 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 Business Insight investments work better.

This Business Insight 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.