Business Technology Toolkit

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EvaluatE Business Technology: customer Service Management systems.

More Uses of thE Business Technology Toolkit:

  • Provide strategic technical and operational guidance to the Chief Information security officers and Business Technology leaders.

  • Lead Business Technology: direct and manage IT strategic plans, policies, programs, and schedules for Business Technology Services, network communications, and Information Management.

  • Drive convergence and lifecycle optimization between Operations IT (Business Technology Solutions) and Automation from an Architectural, Cyber, resiliency, and Industry 4.

  • Be accountable for partnering with HRIS, Business Technology, Talent Management consultants, business partners, shared services and your talent programs management.

  • Head Business Technology: direct and manage IT strategic plans, policies, programs, and schedules for Business Technology Services, network communications, and Information Management.

  • Execute your current talent processes and programs, partnering with HRIS, Business Technology, Talent Management consultants, Business Partners, Shared Services and your Talent Programs management.

  • Provide strategic technical and operational guidance to the Chief Information security officers and Business Technology leaders.

  • Pilot Business Technology: partner with Data Engineering and Business Technology Teams to build high quality and high scale Data Pipelines and assets that facilitate fast and reliable reporting.

  • Develop strategic Multichannel Marketing campaign strategies for acquisition and demand generation that align with marketing department and strategic Business Objectives.

  • GuidE Business Technology: Digital Business Performance Analytics (forecasting, trading).

  • Provide training, coaching, and expert consultation in secure development practices to thE Business and Development Teams.

  • Drive Continuous Improvement activities and implementations across supplier Performance Management and business framework.

  • Ensure you coordinate; recommend alternatives on migrating the Application Portfolio to best align with Business Needs and to optimize maintainability and performance.

  • Ensure you increase; lead the design and Information Architecture and roadmap of analytic platforms that support thE Business needs.

  • FormulatE Business Technology: staff ensure adherence to business and System Requirements of Internal Customers as it pertains to other provider Network Management areas, as provider contracts.

  • Ensure you arrange; versed in developing Business Cases tied to business outcomes, measuring and delivering a successful ROI.

  • Collaborate with Product Management to creatively Design Technology solutions that meet business and product requirements.

  • Establish that your enterprise complies; partners with business leaders/champions and solution delivery teams to identify Key Performance Indicators, Business Requirements and measures to support and deliver the Enterprise Business Intelligence Strategy.

  • Confirm your organization possess thE Business acumen and analytic chops to ensure your team is applying the right approach and Critical Thinking to execute against projects using an assortment of methods that range from descriptive profiles and statistical forecasting to Predictive Modeling and optimization.

  • Analyze customer configurations and provide feedback on possible improvements or changes to the configuration to improve alignment with customer business goals.

  • Be certain that your organization serves as your organization consultant/financial advisor to your organization / Management Team regarding financial and business decisions related to the operations of your organization.

  • Be certain that your business solves complex automation challenges spanning multiple technologies in a scalable and extensible manner with least amount of maintenance.

  • Ensure you audit; lead the development, enhancement and implementation of statistical and other quantitative models to support forecasting, member behavior based scoring and other Business Applications.

  • OrganizE Business Technology: design solution independent architecture models that map business services to cloud application stacks.

  • Confirm your design ensures critical mission systems are in compliance and consistent with your organizations It Security Program and enhance interoperability and integration for Business Applications and IT infrastructure.

  • Head Business Technology: enterprise SoftwarE Business development management.

  • Arrange that your organization provides a high level of Risk Management acumen to support thE Business in designing and implementing Risk Mitigation strategies, Business Processes and controls that mitigate risks and address Regulatory Requirements.

  • Be accountable for ensuring a holistic view by coordinating with and monitoring all impacted Business Processes to support the transition from sales to delivery and from delivery to operational support.

  • Be accountable for bring people Best Practices to your organization to ensurE Business goals are achieved through coordination of programs, conducting training to managers and employees, and facilitating meetings.

  • OrchestratE Business Technology: work closely with functional analysts during acceptance testing.

  • Confirm your strategy maintains infrastructure and planning for advanced technology and capabilities.

  • GuidE Business Technology: plan, design, develop/implement code/configuration for sanctions screening application.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What is the range of capabilities?

  2. What is effectivE Business Technology?

  3. What new services of functionality will be implemented next with Business Technology?

  4. Is a Business Technology Team Work effort in place?

  5. How do you establish and deploy modified action plans if circumstances require a shift in plans and rapid execution of new plans?

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

  7. Who do you think the world wants your organization to be?

  8. What are the uncertainties surrounding estimates of impact?

  9. What sources do you use to gather information for a Business Technology study?

  10. How do you decide how much to remunerate an employee?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Business 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 Business 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 Business 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 Business 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 Business 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 Business Technology project with this in-depth Business Technology Toolkit.

In using the Toolkit you will be better able to:

  • DiagnosE Business 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 Business 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 Business Technology investments work better.

This Business 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.