Customer Equity Toolkit

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Develop Customer Equity: Data Engineers work together with data consumers and information and Data Management officers to determine, create, and populate optimal data architectures, structures, and systems.

More Uses of the Customer Equity Toolkit:

  • Secure that your enterprise complies; conducts hardware, software and system level audits to determine compliance with Quality Management System standards, configuration assurance, related business, regulatory and Customer Requirements and reports results to management.

  • Communicate and interact with sales and customer relationShip Management group to create a detailed monthly forecast.

  • Be certain that your corporation leads or supports design transformation efforts to empower team members across enterprise with customer driven skills, abilities and mindset.

  • Confirm your venture ensures that the right product is in the right place at the right time in the right quantities to meet customer demand.

  • Establish that your organization assures the quality of installations repairs meets organization standards and customer expectations.

  • Facilitate and/or support in process sampling and Test Plans for verification of product characteristics for customer specific requirements.

  • Methodize Customer Equity: adaptability, applied learning, building Customer Loyalty, building strategic work relationships, communication, contributing to team success, Decision Making, energy, gaining commitment, innovation.

  • Systematize Customer Equity: document discovered issues through the defined Data Center services process and communicate with customer and device owners to drive resolution.

  • Direct Customer Equity: partner with your distributor service channel to deliver customer focused Operational Excellence and be an advocate for Product Quality.

  • Lead Customer Equity: effectively leverage your sales Tech Stack to accelerate sales growth and capture useful Customer Data.

  • Identify, analyze, and recommend strategic alliances to generate increased Customer Satisfaction, sales and financial growth.

  • Make sure that your organization analysis of the customer journey, identifying key touchpoints in the customers interaction with the brand to optimize Customer Retention and opportunities to reduce churn.

  • Arrange that your organization complies; conducts hardware, software and system level audits to determine compliance with Quality Management System standards, configuration assurance, related business, regulatory and Customer Requirements and reports results to management.

  • Be accountable for researching, analyzing and recommending technical approaches for solving customer issues related to software quality.

  • Quantify relationships between internal and external factors on business outcomes, identify and profile market and customer segments, and predict employee and Customer Behaviors.

  • Identify the distinct Value Drivers of each customer stakeholders and tailor sales messages to you needs; proactively recommend the right solution at the right time, that delivers customer value.

  • Make sure that your strategy leads Continuous Improvement initiatives to operationalize Policies and Procedures that improve logistics efficiency while enhancing internal and external Customer Satisfaction.

  • Use independent judgment to identify, recommend, and execute opportunities to optimize inventories and drive Cost Savings without negatively impacting Customer Service metrics.

  • Ensure the Voice of the customer is present by incorporating Customer Feedback, usage metrics, and usability findings into design.

  • Become skilled in the administration and management of multiple and diverse activities occurring concurrently with high levels of Customer Requirements and satisfaction.

  • Develop and execute strategic plan to achieve sales targets and expand your customer base.

  • Manage the conversion funnel and leverage Customer Behavior analytics to achievE Business goals and objectives.

  • Manage Customer Equity: work very closely with federal government Network Operation centers (noc) customers for all demand and scheduled maintenance to conform to customer netWork Management requirements and protocols.

  • Ensure you know how to sell innovation and disruption through customer vision expansion and can drive deals forward to compress decision cycles.

  • Establish that your team tracks and recommends price adjustments based on customer and product margin analysis, and in response to raw material price changes and/or changes in supply/demand balance in the marketplace.

  • Supervise Customer Equity: design new adhesive product configurations that are cost effective, creative and meet down Stream Processing and customer end user requirements.

  • Develop an analysis to determine the current Agile and DevSecOps readiness, current SDLC practices and Project Management methods with the customer to determine the scope of transformation activities needed to become fully Agile.

  • Proactively develop scope of services provided to the customer by identifying and securing additional business opportunities with current and new accounts; maintain and grow service relationships with existing customers while developing new incremental customer base.

  • Steer Customer Equity: market insights continuously monitor, analyze, and report on competitive activities, new business opportunities, regulatory developments, customer perceptions, and market needs.

  • Maintain Customer Satisfaction through working with internal teams to resolve product problems affecting Customer Satisfaction.

  • Lead Customer Equity: equity and social justice in your workplace.

  • Arrange that your planning complies; as, there is much more complexity in Product Development, contracting/pricing and Supply Chain Management than is typically found in a large manufacturing organization.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are you / should you be revolutionary or evolutionary?

  2. Which needs are not included or involved?

  3. Who controls key decisions that will be made?

  4. What is the best design framework for Customer Equity organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

  5. Operational - will it work?

  6. Are accountability and ownership for Customer Equity clearly defined?

  7. How does the team improve its work?

  8. Which information does the Customer Equity Business Case need to include?

  9. What Customer Equity services do you require?

  10. Are you measuring, monitoring and predicting Customer Equity activities to optimize operations and profitability, and enhancing outcomes?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Equity 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 Equity 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 Equity project with this in-depth Customer Equity Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Equity 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 Equity 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 Equity investments work better.

This Customer Equity 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.