Customer Information Management Toolkit

$249.00
Availability:
Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Information Management 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 995 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 improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Does supplier determine and implement effective arrangements for communicating with customers in regards to product information, order handling and customer complaints?

  2. Is the logistics management information system consistently providing and measuring the customer service objectives desired by the marketing department?

  3. How do you enhance current data warehouse and improvements to the reporting system that will improve how information is made accessible to employees?

  4. Which data components and associated dimensions of data quality contribute most to the overall customer satisfaction with the information product?

  5. Are your supply chain managers getting customer information on changes in lifetime value and customer requirements on a real-time basis?

  6. How can CIM and the functions of innovation systems approach complement each other and be applied to the different innovation systems?

  7. How to support communication of sustainability information to customers to encourage sustainable consumption and product development?

  8. What additional information would need to be leveraged from your customers to ensure better customer service and data derivation?

  9. Should the move-in or carry-over customer arrangements apply in the situation of an on-market customer in an embedded network?

  10. Do you ensure the confidentiality of customer-contracted products, projects under development and related product information?


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 book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Executing Process Group: Is the program supported by national and/or local organizations?

  2. Source Selection Criteria: What are the guidelines regarding award without considerations?

  3. Stakeholder Management Plan: What potential impact does the Customer Information Management project have on the stakeholder?

  4. Procurement Audit: Was the performance description adequate to needs and legal requirements?

  5. Planning Process Group: What is involved in Customer Information Management project scope management, and why is good Customer Information Management project scope management so important on information technology Customer Information Management projects?

  6. Risk Management Plan: How would you suggest monitoring for risk transition indicators?

  7. Roles and Responsibilities: Are governance roles and responsibilities documented?

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

  9. Initiating Process Group: Mitigate. what will you do to minimize the impact should the risk event occur?

  10. Lessons Learned: Does the lesson educate others to improve performance?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Information Management 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 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 investments work better.

This Customer Information Management 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.