Client Support Toolkit

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Identify Client Support: economic and business RFP/acquisition support; technical architecture; understanding Market Trends; Cost Benefit Analysis.

More Uses of the Client Support Toolkit:

  • Analyze project delivery risks, mitigate risks and identify opportunities for additional Client Support.

  • Facilitate the resolution of Client Support issues using all available internal and external resources (vendor support, team members, other research, etc).

  • Warrant that your organization facilitates Data Governance, taxonomy development, internal Client Support, IP metadata research and implementation.

  • Be accountable for empowering the team as the customer concierge, the management of Client Support drive new products and solution optimization while supporting efforts to grow and retain customers.

  • Govern Client Support: consistently develop and deliver process and Productivity Improvements to streamline Client Support operations to be more efficient on a total expense basis.

  • Make sure that your organization serves as escalation point for Client Support and troubleshooting, provides guidance and direction in resolution of escalated issues and/or complex production, application or system problems.

  • Establish that your organization facilitates Data Governance, taxonomy development, internal Client Support, IP metadata research and implementation.

  • Warrant that your project serves as escalation point for Client Support and troubleshooting, provides guidance and direction in resolution of escalated issues and/or complex production, application or system problems.

  • Ensure hands on coaching/training on using your Client Support and Success tech stack.

  • Provide analytical and design expertise; system configuration; Data Mapping; testing and Client Support of live payroll processing.

  • Arrange that your project facilitates Data Governance, taxonomy development, internal Client Support, IP Metadata research and implementation.

  • Manage day to day operational aspects of a project and scope and provide leadership and direction to the development and Client Support staff.

  • Manage work with sales and client success teams to solve for process pain points and increase productivity.

  • Ensure your organization participates in client strategy considerations; provide analytics for labor management strategies based on Business Drivers, Market Trends, and other client driven needs.

  • Foster client success through, sales presentation and RFP support, communication, relationship development, and the production and dissemination of proactive product offering related Regional compliance information.

  • Methodize Client Support: client partnerships partner with organization and client counterparts to develop the annual marketing strategy and plan, while effectively leading the evolution of brand strategy.

  • Steer Client Support: institutional Consulting Services is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products.

  • Work with the Project Management and/or business analyzing to gather requirements and provide implementation options and estimates, ensuring accurate and timely completion of projects in alignment with client requirements.

  • Engage directly in Strategic Planning Processes with assigned internal client groups and partners to design and align training solutions with business and growth strategy.

  • Arrange that your planning complies; completes onsite and/or virtual discovery on all client installations ensuring accurate inputs are captured and proper expectations set with the client.

  • Manage work with the Project Management and/or Business Analyst to gather requirements and provide implementation options and estimates, ensuring accurate and timely completion of projects in alignment with client requirements.

  • Facilitate thE Learning of skills to advance recovery, self determination, and quality of life, utilize client self determination and Decision Making.

  • Organize Client Support: effectively communicate investigative findings and strategy to client stakeholders, technical staff, executive leadership, and Legal Counsel.

  • Establish Client Support: with unrivalled breadth and superior execution capabilities, you are dedicated to making markets and providing client solutions in a wide range of em products.

  • Control Client Support: partner with sales and client onboarding to drive implementation, playbook development, budget forecasting and tracking, adoption of new products and services, and regular feedback and review meetings.

  • Orchestrate Client Support: for the safety of your employees, clients, vendors and the community you have continued to work with doors locked and little direct client contact.

  • Translate client needs to technical solutions based on a balance of architecture standards and plans, Total Cost of Ownership and feasibility.

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

  • Communicate frequently with internal (transportation, Customer Support, operations) and external customers (carriers, client transportation, client Customer Service Organizations) to ensure consistency in direction and expectations.

  • Identify Client Support: client needs someone who can jump in and help pick up the technology portion of the SIEM environment.

  • Secure that your strategy complies; directs the system and network teams efforts in the delivery and support of your organizations technology environment.

  • Manage work with Systems Engineering and other cross disciplinary engineering functions to support development of Test Cases and protocols for design verification.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Who will be in control?

  2. How do you track customer value, profitability or financial return, organizational success, and sustainability?

  3. Who sets the Client Support standards?

  4. How is performance measured?

  5. Is there a clear Client Support case definition?

  6. How significant is the improvement in the eyes of the end user?

  7. Are decisions made in a timely manner?

  8. What potential megatrends could make your business model obsolete?

  9. What are the Client Support use cases?

  10. Who defines the rules in relation to any given issue?

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

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

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

  4. Closing Process Group: Did the Client Support Project Team have enough people to execute the Client Support 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 Client Support 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 Client Support Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Client Support Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Client Support 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 Client Support 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 Client Support 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 Client Support project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Client Support 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 Client Support 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 Client Support investments work better.

This Client Support 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.