Customer Data Platforms Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Data Platforms 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 998 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 Platforms improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. What measures or processes do you have to ensure that your customer data will remain safe in your databases and throughout the transfer of data between your organization and yours?

  2. How will you leverage technology platforms and supporting third party data insights to transform your marketing, advertising, and commerce processes and customer interactions?

  3. How do you use several decades worth of customer data to detect fraud without having to build out dedicated systems or limit your view to a small sample size?

  4. How does your organization meet the increasing regulatory compliance demands while improving product quality and decreasing time to market for new products?

  5. What are potential damages, risks, fees and penalties to management, the board of directors, shareholders, and the business in the event of a data breach?

  6. How can relationships with other companies and your customers be nurtured if you are prevented from seeing the true picture of your own data?

  7. How can leaders innovate to drive better customer interactions while also ensuring more agility, less risk and enhanced loss ratios?

  8. What system uses point of sale and key customer data to reduce uncertainty and provide efficient flows through the supply chain?

  9. Do you have views on the feasibility of different types of organizations opening up access to customer data to third parties?

  10. Is your data collection standardized across modes of interaction, development teams, and external sources and systems?


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 Platforms book in PDF containing 998 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Customer Data Platforms Project Management Form Templates covering over 1500 Customer Data Platforms project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Analysis Matrix: Who has not been involved up to now and should have been?

  2. Contractor Status Report: What are the minimum and optimal bandwidth requirements for the proposed solution?

  3. Executing Process Group: Could a new application negatively affect the current IT infrastructure?

  4. Procurement Audit: When competitive dialogue was used, did the contracting authority provide sufficient justification for the use of this procedure and was the contract actually particularly complex?

  5. Lessons Learned: Were the Customer Data Platforms project objectives met (if not, briefly account for what wasnt met)?

  6. Stakeholder Analysis Matrix: Vulnerable groups; who are the vulnerable groups that might be affected by the Customer Data Platforms project?

  7. Source Selection Criteria: Is the contracting office likely to receive more purchase requests for this item or service during the coming year?

  8. Requirements Management Plan: How will unresolved questions be handled once approval has been obtained?

  9. Quality Metrics: What are your organizations expectations for its quality Customer Data Platforms project?

  10. Risk Management Plan: Financial risk -can your organization afford to undertake the Customer Data Platforms project?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Customer Data Platforms 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 Platforms 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 Platforms 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 Platforms 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 Platforms 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 Platforms project with this in-depth Customer Data Platforms Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Data Platforms 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 Platforms 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 Platforms investments work better.

This Customer Data Platforms 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.