Customer Authentication Toolkit

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Methodize Customer Authentication: work closely with the Data Protection officers and other members of the legal team to identify trends in privacy and Regulatory Requirements and compliance enforcement and drive necessary changes in the Data Privacy program.

More Uses of the Customer Authentication Toolkit:

  • Manage others across your organization to mature Fraud Detection and Customer Authentication capabilities.

  • Be accountable for working under pressure in Production Environments running production customer workloads and services.

  • Control Customer Authentication: partner with Sales And Marketing leadership to develop and/or update customer targets and strategic plans.

  • Provide algorithm Technical Support during product demo and beta testing, work with domain experts from other functional teams on special Customer Engagement projects.

  • Deploy And Manage consistent, structured and disciplined systems, policies, procedures and practices to ensure stable and quality product and Service Delivery consistent with organization objectives and customer expectations.

  • Maintain and manage the Service Desk knowledge bases, stored documents, and customer records; ensure all information is accurate, relevant, accessible and readable.

  • Engage and support sales and Customer Success teams on pricing tests.

  • Ensure you helm; lead market assessment, Quantitative Analysis, qualitative feedback, and represent the market internally with Product Management and Engineering, with a focus on Business Messaging and Customer RelationShip Management solutions.

  • Drive sales margins, Customer Satisfaction, Cost of Quality, inventory, productivity, Organizational Development, manufacturing profit and other operational metrics of the facility.

  • Debug mitigate Complex System level problems interfaces with customer engineering Marketing And Sales to understand customer problems and requirements to continually improve internal engineering test methodologies and Test Cases.

  • Confirm your business supports and drive a culture of Business Excellence thus ensuring that all employees are fully informed, trained and supported in exceeding your customer expectations.

  • Develop relationships with cross functional teams as finance, merchandise ops, allocation, planning, marketing, Customer Service and Supply Chain.

  • Analyze sales results, review customer fact base, identify key trades and customer potential to develop tactical sales strategy.

  • Be accountable for focusing on customer needs and satisfaction; setting high standards for quality and quantity; monitoring and maintaining quality and productivity.

  • Arrange that your operation provides management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.

  • Establish that your project oversees wire system upgrades/enhancements, Process Improvements, reports generation, Issue Resolution, vendor relations for various customer impacting systems, department procedures and guidelines.

  • Supervise Customer Authentication: work across marketing channels to develop and launch campaigns that help improve Customer Satisfaction, loyalty and brand image.

  • Be accountable for entering and maintaining data in the internal customer Management System.

  • Manage to empower businesses and individuals through quality Customer Service, innovation and collaboration.

  • Communicate in an organized, clear and concise manner to effectively express ideas, plans, actions, and projects to support customer needs.

  • Lead group innovation sessions where team objectively assesses its processes and techniques to look for ways to improve customer deliverables.

  • Establish that your group complies; directs programs to monitor, evaluate, and improve the efficiency and effectiveness of Service Delivery methods and procedures for Customer Service.

  • Guide Customer Authentication: complete engagements focused on the analysis of the clients data and the re design of the clients deposit products to help the client meet its strategic, business and customer needs.

  • Steer Customer Authentication: security and IT Policies implement security measures, establish IT Policies, and monitor compliance with customer Data Security requirements.

  • Direct Customer Authentication: design, develop, and implement strategic initiatives that improves Customer Satisfaction, reduces timelines, and improves overall pull through rates for the funding process.

  • Ensure your enterprise identifies and implements Cybersecurity and acquisition reform initiatives to strengthen information Security Compliance, reduce total ownership cost and/or schedule and meet Customer Requirements.

  • Govern Customer Authentication: partner with finance and Sales Operations to understand data trends to accelerate growth with new customer acquisition and Mitigate Risk with existing customers.

  • Ensure appropriate incorporation and oversight of quality requirements for development and production hardware to ensure all customer end item requirements have been met.

  • Be accountable for partnering with sales and Customer Success teams to closE Business and ensure customers understand your security posture.

  • Ensure you revolutionize; build, execute and maintain digital campaigns that drive engagement and value realization at the appropriate stages of the customer journey.

  • Manage advanced authentication concepts like multi factor, risk based, and adaptive authentication.

  • Evaluate Customer Authentication: research support cases, knowledge bases/repositories, user/administration manuals, and internet resources in an effort to deliver technical solutions.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are controls in place and consistently applied?

  2. Are all staff in core Customer Authentication subjects Highly Qualified?

  3. What are your outputs?

  4. Has data output been validated?

  5. Have you made assumptions about the shape of the future, particularly its impact on your customers and competitors?

  6. How do you encourage people to take control and responsibility?

  7. Who manages Customer Authentication risk?

  8. What is Customer Authentication risk?

  9. What are evaluation criteria for the output?

  10. Why should you adopt a Customer Authentication framework?

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

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

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

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

1.0 Initiating Process Group:

  • 1.1 Customer Authentication project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Customer Authentication 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 Authentication 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 Authentication 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 Authentication 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 Authentication 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 Authentication project with this in-depth Customer Authentication Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Authentication 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 Authentication 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 Authentication investments work better.

This Customer Authentication 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.