Customer Analytics Toolkit

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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.

More Uses of the Customer Analytics Toolkit:

  • Be accountable for designing innovative and highly effective Digital Marketing strategies, Communication Plans, and omnichannel ecosystems rooted in Business Strategy.

  • Ensure you cultivate; lead a team whose focus is to mine and analyze data from organization databases to drive optimization and improvement of Product Development, marketing techniques and business strategies.

  • Formulate: from web and ecommerce analytics to operational analytics that support Supply Chain, product, merchandising and varying other operations teams.

  • Suggest improvements in the tools and techniques to help scale the team by keeping up to date on the latest trends and innovations in the space.

  • Be accountable for evolving analytical approaches in coordination with loyalty team members and other analytical contributors to craft the most appropriate project design and outcomes.

  • Supervise: partner with marketing stakeholders to leverage that segmentation across internal and external channels in order to enhance customer value.

  • Make sure that your organization develops, implements and monitors short and long term strategies, and annual business plans to achieve organizational mission, goals and performance measures.

  • Ensure you magnify; lead the utilization of Customer Analytics, profiling, segmentation, user persona development, and other analytical techniques to drive significant gains around Customer Insights, retention and loyalty.

  • Synthesize data, uncover insights and create compelling Data Visualizations from multiple sources to tell a story and influence business actions.

  • Engage stakeholders in constructive dialogues to simplify ambiguous business problems into logic problems that can be solved with data, statistics, and scripting.

  • Orchestrate: monitor customer health, adoption, utilization, customer sentiment and other metrics across products and verticals, and throughout the customers journey.

  • Be accountable for leveraging existing analytics and optimization tools and data points, identify revenue/profit generating opportunities/programs and generate actionable insights.

  • Improve segmentation strategies through extensive Customer Insights analysis, capturing migration across segmentation to inform future strategies.

  • Develop and maintain business reporting and intelligence dashboards to convey the value of your product to Customers, and uncover actionable insights for your internal teams and customers.

  • Evaluate the effectiveness of marketing actions, develop profiles and recommend Data Driven segmentation approaches and deliver actionable insights to improve Customer Engagement and lifetime value.

  • Evaluate: small analytics organization focused on delivering excellence and value to your clients by providing high quality analytical and Data Driven solutions.

  • Support designing and visualization of new strategic metrics and KPIs for tracking the health of the customer base, growth, and business performance.

  • Lead: mine insights and use data to tell compelling business stories across topics as Customer Analytics, selection, pricing, Supply Chain and marketing.

  • Assure your corporation demonstrates a sense of calmness under periods of uncertainty or change while dealing with stress in a manner that sets the necessary tone for the team and function.

  • Collaborate with Key Stakeholders (Sales, Marketing, Business Unit, Corporate Accounts) and recommend Process Improvements across functions to drive resource optimization and growth.

  • Contribute to work supporting a backlog of insights related best practices to influence customer Decision Making for program and engagement strategy.

  • Develop and maintain an engaging product that drive activation and adoption for new users while keeping retention and engagement high for existing users.

  • Prepare and present insights leveraging effective Data Visualization and succinct communication for Digital Commerce leadership Decision Support and briefing.

  • Methodize: own tactical execution of the SaaS Product Roadmap, working closely with technical leads and the design team to ensure efficient execution of feature delivery.

  • Ensure you relay; build digestible reports, dashboards, and visualizations, monitor and understand performance along key KPI, and convey insights that tell an actionable story.

  • Head: leverage enterprise level technology tools to creatively implement personalization initiatives that make marketing more impactful and efficient.

  • Lead: leverage Customer Analytics and communications tools to build integrated marketing campaigns that identify, nurture, engage, and convert target accounts.

  • Perform analytics support the team with detailed analytics, specific to supplier costing models, spend, and Continuous Improvement opportunities.

  • Guide: continuously improve and update analytical and benchmarking tools and processes aimed at increasing international transparency and quality Decision Making.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are Roles And Responsibilities formally defined?

  2. Are pertinent alerts monitored, analyzed and distributed to appropriate personnel?

  3. How do you negotiate Customer Analytics successfully with a stubborn boss, an irate client, or a deceitful coworker?

  4. Is the need for organizational change recognized?

  5. What new services of functionality will be implemented next with Customer Analytics?

  6. How will you measure success?

  7. How and when will the baselines be defined?

  8. Did you tackle the cause or the symptom?

  9. What one word do you want to own in the minds of your customers, employees, and partners?

  10. Do you all define Customer Analytics in the same way?

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

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

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

  4. Closing Process Group: Did the Customer Analytics project team have enough people to execute the Customer Analytics 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 Customer Analytics 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 Customer Analytics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Customer Analytics 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 Customer Analytics 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 Customer Analytics investments work better.

This Customer Analytics 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.