Customer Engineer Toolkit

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Introduce your suggestions, opinions, and information to a team

 

Did the design team work as an interdisciplinary team?

What other support or assistance do you need over the next year to sustain your work?

What steps do you take to correct your employees performance or work habit problems?

What brilliant new ideas did people have for your design?

Will the remaining credit on support or training be carried over to your customers next solution?




...Find the answers to these, and more, questions with this Customer Engineer Toolkit:

  • Maximize the usage of your equipment to achieve success.
  • Get information to populate and update your schedule.
  • Determine the status of your Project or Work Request.
  • Gain an employees commitment to your organizations goals.
  • Track the effectiveness of your employees efforts.
  • Prepare your team for acquisition interviews.
  • Lead change in your organization.
  • Size up your organization doing DevOps.
  • Become your organization that actively engages its customers.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Engineer 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 993 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 Engineer improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Is there a project team with a specific remit to support the development of good customer service (and how far organizations have involved staff more widely in customer service development)?

  2. Is the customer given full rights and access to source code (in the event the vendor goes out of business, no longer supports the tool, and is unable to sell off rights to the product)?

  3. How well do you support the required integration of customer data points spread across disparate systems and even integrated service providers (network, systems, data standards)?

  4. Where should you draw the line in deciding which errors the manufacturer must identify as foreseeable and thus be required to make the design resistant to the error occurring?

  5. Are you providing customers with all relevant information along the whole customer experience lifecycle (discovery, acquisition, implementation and usage, support, dismissal)?

  6. Who would consider opening production systems, as order entry, inventory and customer support, to customers and partners without the ability to strictly limit data access?

  7. Does the vendor support event management capabilities monitoring supply chain events within the enterprise and events related to interaction with suppliers and customers?

  8. What does the consumer experience look like today across different channels supported by your organization (aided by the development and use of a customer journey map)?

  9. How do you achieve the promise of XML for business functions as enhanced content intelligence, content reuse, content integration, and application-neutral archiving?

  10. Do any of the models of advocacy demonstrate an advantage in terms of the duration and/or intensity of support required to achieve a positive outcome for consumers?


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 Engineer book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: Is the Customer Engineer project cutting across the entire organization?

  2. Project Performance Report: To what degree will the team adopt a concrete, clearly understood, and agreed-upon approach that will result in achievement of the teams goals?

  3. Quality Audit: How does your organization know that its systems for communicating with and among staff are appropriately effective and constructive?

  4. Procurement Audit: Has your organization taken a well-grounded decision about the procurement procedure chosen and has it documented the process?

  5. Team Performance Assessment: To what degree does the teams purpose contain themes that are particularly meaningful and memorable?

  6. Project Scope Statement: How often do you estimate that the scope might change, and why?

  7. Risk Management Plan: Does the software engineering team have the right mix of skills?

  8. Cost Estimating Worksheet: What additional Customer Engineer project(s) could be initiated as a result of this Customer Engineer project?

  9. Communications Management Plan: How is this initiative related to other portfolios, programs, or Customer Engineer projects?

  10. WBS Dictionary: Does the accounting system provide a basis for auditing records of direct costs chargeable to the contract?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Engineer 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 Engineer 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 Engineer investments work better.

This Customer Engineer 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.





TRUSTED BY NEARLY 200.000 PROFESSIONALS:


'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

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CONTENTS:


Checklists:


Checklists:Customer Engineer Checklist Report on ORGANIZATION.pdf

Checklists:Customer Engineer Checklist Report on TEAM.pdf

Checklists:Customer Engineer Checklist Report on DESIGN.pdf

Checklists:Customer Engineer Checklist Report on INFORMATION.pdf

Checklists:Customer Engineer Checklist Report on CUSTOMER.pdf

Checklists:Customer Engineer Checklist Report on BUSINESS.pdf

Checklists:Customer Engineer Checklist Report on SERVICE.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Customer Engineer Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Customer_Engineer_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Customer_Engineer.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Customer Engineer Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
  • Online Courses
  • Masterminds
  • Professional Services
  • Agency Services
  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
  • I want to follow a proven process from someone that has already done it
  • I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

The Art of Services Toolkits only work with people that are ready to go. You do not have to work with The Art of Service, we are not here to convince you. We are just here to see if you are a good fit.

However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.

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