Customer Information Management and Application Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Information Management and Application 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 918 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 Information Management and Application improvements can be made.

Examples; 10 of the 918 standard requirements:

  1. How do you measure accuracy? One data protection risk lies in the detection rates, specifically the false positive and false negatives, i.e. how many people are mistakenly identified as fraudulent or how many fraudulent claims are not identified?

  2. If your information privacy management is conducted by an external company; who would be fined in the event of a personal data leak? Is the responsibility born by you; or can it be contractually transferred to the provider?

  3. Have you ever personally been the victim of what you felt was an invasion of your privacy when using the Internet? How do you apply this feeling in bringing a personal perspective to your organizations information privacy?

  4. What are your organizations current practices that are used to protect proprietary information and customer privacy and personal information. Does your organization have an information classification and handling policy?

  5. What expectations do your organizations stakeholders have, how explicitly can they describe sharing policy and requirements, and how would they be assured that their information and concerns are suitably managed?

  6. Crm systems consolidate customer data from multiple sources and provide analytical tools for answering questions such as: what is the value of a particular customer to your organization over his/her lifetime?

  7. If you have historically considered yourself to be a processor to avoid being directly subject to data protection laws, consider revisiting that conclusion. Might you be better off as a controller?

  8. Does your organization have a vendor management program designed to ensure the privacy and/or security practices of vendors will not threaten the integrity of your organizations privacy standards?

  9. Would disclosure of information which should not be made public have an impact on any party, or would it violate legislative or regulatory guidelines such as information privacy principles?

  10. Client data in transit: does the work address issues surrounding the transmission of sensitive client data between targets and penetration testers systems in the course of the engagement?


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 Information Management and Application book in PDF containing 918 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Variance Analysis: Are all cwbs elements specified for external reporting?

  2. Human Resource Management Plan: Were Customer Information Management and Application project team members involved in the development of activity & task decomposition?

  3. Stakeholder Management Plan: Are target dates established for each milestone deliverable?

  4. Schedule Management Plan: Is the plan consistent with industry best practices?

  5. Activity Duration Estimates: What is the difference between % Complete and % work?

  6. Assumption and Constraint Log: Contradictory information between different documents?

  7. Change Management Plan: Do the proposed users have access to the appropriate documentation?

  8. Cost Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Customer Information Management and Application project estimates?

  9. Schedule Management Plan: Are the schedule estimates reasonable given the Customer Information Management and Application project?

  10. Human Resource Management Plan: Are the schedule estimates reasonable given the Customer Information Management and Application project?

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

1.0 Initiating Process Group:

  • 1.1 Customer Information Management and Application project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer Information Management and Application 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 Information Management and Application 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 Information Management and Application 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 Information Management and Application 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 Information Management and Application 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 Information Management and Application project with this in-depth Customer Information Management and Application Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Information Management and Application 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 Information Management and Application 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 Information Management and Application investments work better.

This Customer Information Management and Application 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.