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The Art of Service Standard Requirements Self Assessments

Customer Data Platform Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Customer Data Platform Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Data Platform 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 658 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 Data Platform improvements can be made.

Examples; 10 of the 658 standard requirements:

  1. Is the Customer Data Platform scope manageable?

  2. What improvements have been achieved?

  3. Will a response program recognize when a crisis occurs and provide some level of response?

  4. How will we know if we have been successful?

  5. Who needs to know about Customer Data Platform ?

  6. What are the top 3 things at the forefront of our Customer Data Platform agendas for the next 3 years?

  7. Can we add value to the current Customer Data Platform decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

  8. Do the decisions we make today help people and the planet tomorrow?

  9. What was the last experiment we ran?

  10. Are we taking our company in the direction of better and revenue or cheaper and cost?


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 Data Platform book in PDF containing 658 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Customer Data Platform Project Management Form Templates covering over 6000 Customer Data Platform project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Do Customer Data Platform project teams & team members report on status / activities / progress?

  2. Schedule Management Plan: Are meeting objectives identified for each meeting?

  3. Risk Register: Financial risk -can the organization afford to undertake the Customer Data Platform project?

  4. Human Resource Management Plan: Are procurement deliverables arriving on time and to specification?

  5. Project Schedule: To what degree is do you feel the entire team was committed to the Customer Data Platform project schedule?

  6. Schedule Management Plan: Is the schedule vertically and horizontally traceable?

  7. Probability and Impact Matrix: What should be the level of difficulty in handling the technology?

  8. WBS Dictionary: Are data elements summarized through the functional organizational structure for progressively higher levels of management?

  9. Risk Audit: Strategic business risk audit methodologies; are these an attempt to sell other services, and is management becoming the client of the audit rather than the shareholder?

  10. Lessons Learned: How well was Customer Data Platform project status communicated throughout your involvement in the Customer Data Platform project?

 
Step-by-step and complete Customer Data Platform Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Customer Data Platform project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer Data Platform 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 Data Platform 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 Data Platform 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 Data Platform 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 Data Platform project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Data Platform 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 Data Platform 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 Data Platform investments work better.

This Customer Data Platform 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.

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