Customer Identity Toolkit

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Methodize Customer Identity: design and develop Data Science solutions using MachinE Learning tools and frameworks.

More Uses of the Customer Identity Toolkit:

  • Provide Customer Identity analysis and consultation services for product, system and Network Architecture designs.

  • Control Customer Identity: monitor and drive Customer Identity SinglE Sign On and multi factor implementation efforts across multi stakeholder teams (internal business stakeholders, Technology Development and implementation teams, external business partners).

  • Supervise Customer Identity: monitor and drive Customer Identity SinglE Sign On and multi factor implementation efforts across multi stakeholder teams (internal business stakeholders, Technology Development and implementation teams, external business partners).

  • Confirm your organization protects confidential customer information and ensures that Customer Identity is always certain, in compliance with Call Center work procedures.

  • Establish Customer Identity: CIAM or Customer Identity integrations.

  • Direct Customer Identity: expert level a knowledge center in Customer Identity and Access Management (CIAM) for B2C and B2B.

  • Develop the Strategic Roadmap for Customer Identity and Access Management capabilities.

  • Promote good Customer Service throughout your organization building Customer Focus throughout your organization.

  • Methodize Customer Identity: adaptability, building strategic work relationships, communication, Continuous Learning, Customer Focus, Decision Making, initiating action, planning and organizing, work standards.

  • Lead defining process for flow down of Customer Requirements to supply base and generic qualification requirements by commodity code.

  • Make sure that your organization has ownership of the customer relationship, has authority to execute a Decision Making Process on the impact of out of scope issues and to lead related commercial negotiations and contract amendments in conjunction with the Commercial Management.

  • Confirm your organization provides Customer Service training and ensures all standards are maintained by the team.

  • Ensure you address; build a DevOps culture to provide high quality, continuous operations, and ongoing support ensuring critical service level metrics, Customer Requirements and financial objectives.

  • Foster good teamwork between Contracting Operations and Strategic Sourcing teams, ensuring good Process Design and controls, with focus on Customer Service and positive engagement scores.

  • Ensure you classify; build a DevOps culture to provide high quality, continuous operations, and ongoing support, ensuring critical service level metrics, Customer Requirements, and financial objectives.

  • Be certain that your design complies; analysts work cross functionality with sales, marketing, engineering, Supply Chain, and operations to help drive performance by aligning business actions with customer needs.

  • Create a culture of all Together in your Customer Focused functions and drive cooperation with other Utilities functions to ensure the best possible outcome for the lowest possible price.

  • Make sure that your design complies; monitors the status of customer contact inquiries to provide needed follow up and resolution of complex issues.

  • Create accurate near term tactical forecasts for multiple lines of business and various customer contact channels Inbound Calls, Email, Social Media, Chat, etc.

  • Ensure all regulatory and customer safety requirements are incorporated into organization policies and associates are appropriately trained.

  • Initiate Customer Identity: direct oversight of sales, Customer Service, and Back Office.

  • Confirm your group provides customer training; and/or ensures the rigorous application of Information security/Information Assurance policies, principles, and practices in the delivery of Customer Support services.

  • Ensure you establish; lead the design, development, customization and timely execution of proactive Customer Success pre sales engagements and solutions.

  • Be accountable for providing internal support to your Customer Service and Technical Support teams by ensuring consistency in messaging and identification of potential leads.

  • Coordinate Customer Identity: document customer cases using a leading edge customer relationShip Management systems.

  • Arrange that your group complies; controls Project Plan by reviewing Design Specifications, and plan or schedule changes, and recommending actions to achieve quality and Customer Service objectives.

  • Arrange that your strategy complies; champions cloud first and cloud next strategies providing a vision for thE Business on leveraging modern, Public Cloud architectures to drive performance, cost, agility, and Customer Delight in positive directions.

  • Support administration of the Customer Loyalty Program and lead its growth and development.

  • Be accountable for leading you to the next level in buying and selling rental services, to use services and provide Customer Service with the help of digitalization.

  • Confirm your organization builds an effective consultative relationship with customers during the sales process to ensure Customer Satisfaction.

  • Govern Customer Identity: Identity and Access Management involves protecting data assets and implementing processes, tools, and standards to run business intelligently.

  • Assure your business understands the principles of Program Design, delivery and development of metrics in large Complex Organizations.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What types of data do your Customer Identity indicators require?

  2. How can you best use all of your knowledge repositories to enhancE Learning and sharing?

  3. How do you stay flexible and focused to recognize larger Customer Identity results?

  4. Where can you go to verify the info?

  5. How do customers see your organization?

  6. What are strategies for increasing support and reducing opposition?

  7. The political context: who holds power?

  8. What new services of functionality will be implemented next with Customer Identity?

  9. Is the suppliers process defined and controlled?

  10. What creative shifts do you need to take?

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

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

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

  4. Closing Process Group: Did the Customer Identity Project Team have enough people to execute the Customer Identity 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 Identity 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 Identity 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 Identity 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 Identity project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Customer Identity 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 Identity 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 Identity investments work better.

This Customer Identity 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.