Customer Endpoints Toolkit

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Establish Customer Endpoints: implement Data Quality processes as transliteration, parsing, analysis, standardization and enrichment.

More Uses of the Customer Endpoints Toolkit:

  • Establish and measure IT performance relative to cost, value creation and Customer Satisfaction in the key areas of operating systems, telecommunications, netWork Management and Desktop Support.

  • Provide the highest standards of Customer Support achieving high Customer Satisfaction ratings, building customer relationships and encouraging Customer Retention.

  • Promote training and education services to ensure successful customer onboarding and readiness.

  • Serve as an Account Management with primary accountability for the success of key customer accounts.

  • Collaborate with technical content, Product Management, sales, marketing, Customer Service, and risk teams to support a wide range of program content.

  • ExplorE Business opportunities and use cases for new and existing products based on deep customer understanding, Competitive Analysis, product market fit, and Product Differentiation.

  • Coordinate and follow up with other departments to ensure Problem Resolution, and work together with other Customer Service Team members to promote an environment of Customer Satisfaction.

  • Manage and maintain Customer Master records in the various source systems.

  • Steer Customer Endpoints: work closely with the greater technical solutions leadership and other groups throughout your organization (sales, Customer Success, engineering, product) to tackle urgent matters and to implement Process Improvements.

  • Govern Customer Endpoints: implement and execute a strategic business plan that increases Lifetime Value of organizations customer base, continually refining with market growth and changes.

  • Confirm you establish; build solid relationships with key customers and suppliers, and ensure Customer Requirements are evaluated, documented and flowed down properly, and products are validated.

  • Ensure you suggest; lead Process Engineering the lead Process Engineering team focus on lead process efficiency, Cost Savings, quality, and improving Customer Satisfaction using a combination of proven Six Sigma methodologies and business lead Process Management tools.

  • Be certain that your group performs a variety of maintenance and Technical Support on products as equipment, Integrated Systems and subsystems, and software at customer and/or field locations.

  • Coordinate Customer Endpoints: work closely with Data Scientists and Business Analysts to build tools that accelerate Model Development and customer acceptance/adoption.

  • Establish Customer Endpoints: own problem through to resolution on behalf of the customer in real time or through comprehensive and timely follow up with the member.

  • Drive Customer Endpoints: Customer Segmentation and partnerships analyzes which accounts warrant investment, coverage, or divestment based on roi criteria.

  • Provide Technical Support for operations; serve as a technical liaison between Product Engineering, manufacturing, purchasing, quality and Customer Service engineering.

  • Control Customer Endpoints: ideally you are driven to provide the highest level of Customer Service and satisfaction and able to effectively manage a variety of situations on a day to day basis.

  • Support Existing Applications by participating in resolution of escalated Customer Support issues.

  • Achieve target expense ratio for standard business by increasing efficiency and customer value via designing holistic solutions considering customer journey, Internal Processes, systems and data.

  • Establish that your project provides technical/functional leadership to the sales team in the development and implementation of customer applications and customer products.

  • Manage to plan and maintain daily Supply Chain operations in one or more functional areas as materials, production, inventory, logistics, Customer Service, Demand Management or order fulfillment.

  • Systematize Customer Endpoints: science teams to translate customer needs and AI outputs into impactful products.

  • Drive Customer Endpoints: design, develop, implement, and maintain Process Automation improvements and optimize Process Automation and controls to meet customer and internal requirements.

  • Oversee productivity, quality and Safety Standards in accordance with organization needs and Customer Requirements.

  • Be certain that your organization implements Quality Assurance on new product, platforms, and customer facing channels as it relates to providing consistent messaging that also meets all Regulatory Requirements.

  • Enter and maintain customer call problem/description detail into Customer Relationship Management System.

  • Ensure you can design, deploy, integrate, troubleshoot, manage and provide one on one customer facing product relevant knowledge/guidance.

  • Make sure that your planning complies; address customer concerns, improve the Supply Chain results and encourage team members Professional Development.

  • Provide clean and safe working condition of the facility and equipment; check security at customer center to ensure everything is secure.

  • Maintain the integrity and security of Windows Servers and endpoints using SCCM and System Hardening techniques.

  • Develop evaluation criteria and metric of success for new business ideas and execution in challenge/competition programs.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Can you do Customer Endpoints without complex (expensive) analysis?

  2. What is your formula for success in Customer Endpoints?

  3. What does a Test Case verify?

  4. How are you doing compared to your industry?

  5. Are missed Customer Endpoints opportunities costing your organization money?

  6. What are you attempting to measure/monitor?

  7. If there were zero limitations, what would you do differently?

  8. Who needs budgets?

  9. What is in scope?

  10. Can you measure the return on analysis?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Endpoints 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 Endpoints 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 Endpoints investments work better.

This Customer Endpoints 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.