Customer Interface Toolkit

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Support all aspects of Customer Interface and relations from initial engagement, review of Customer Requirements, communication and reporting of compliance status.

More Uses of the Customer Interface Toolkit:

  • Manage Customer Interface and communication for assigned projects.

  • Ensure primary Customer Interface for all aspects of the project and ongoing contract relationship.

  • Manage: main Customer Interface for order related communications, process orders, Order Management.

  • Oversee: provision Customer Interfaces and managed network hardware with close coordination with the customer.

  • Establish: Product Management, Customer Interfaces.

  • Ensure you pilot; build, maintain and use trust based relationships with relevant Customer Interfaces.

  • Identify: communication with Customer Interfaces to support effective and timely response for various activities.

  • Steer: direct Project Team personnel, manage cost and schedule, ensure Contract Compliance, and serve as Customer Interface.

  • Be able to understand End To End processes and deliver the Customer Interface elements to target.

  • Manage internal and external earned value reporting, completing analysis, coordinating internal review, and supporting direct Customer Interfaces.

  • Be accountable for molding machine specifications and Customer Interface requirements mounting method, part removal, etc.

  • Make sure that your venture serves as a Customer Interface for the Information security Operations Department.

  • Initiate: technical Support Engineering Customer Interfaces.

  • Provide input for customer demo experimental design; act as a technical Customer Interface.

  • Govern: Customer Interface for quality matters in development for the assigned projects in the product group / site.

  • Provide primary Customer Interface for plant operations coordinated with Refinery Services Supply Chain Management.

  • Identify: pleasant personality with good Customer Interface and Communication Skills.

  • Secure that your planning complies; teams support in store, mobile, and Data Platforms to enhance Customer Interface and service in an ever evolving industry.

  • Supplier and Internal Customer Interface.

  • Standardize: Customer Service focused to support o and m of Legacy Systems and Customer Interface.

  • Establish: Customer Interface on all actions that are related to quality.

  • Serve as the Customer Interface for the System Engineering and Software Engineering Supports.

  • Confirm your group serves as a Customer Interface to resolve problems and ensure requirements are met on a timely basis.

  • Ensure your organization serves as the day to day Customer Interface for all things project related.

  • Be accountable for understanding of, and primary Customer Interface for all customer quality specifications and requirements.

  • Manage: share Product Management, Customer Interfaces.

  • Create procedures to execute Customer Interface and vendor programs to support the interface requirements in customer sales, Order Management, shipping.

  • Assure your operation serves as Customer Interface at portfolio level driving accuracy and consistency to data.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Who is the main stakeholder, with ultimate responsibility for driving Customer Interface forward?

  2. What should a Proof of Concept or pilot accomplish?

  3. When should a process be art not science?

  4. Do you think you know, or do you know you know?

  5. Are you satisfied with your current role? If not, what is missing from it?

  6. Is the solution cost-effective?

  7. How to cause the change?

  8. Are all Key Stakeholders present at all Structured Walkthroughs?

  9. What are customers monitoring?

  10. To what extent would your organization benefit from being recognized as a award recipient?

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

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

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

  4. Closing Process Group: Did the Customer Interface Project Team have enough people to execute the Customer Interface 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 Interface 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 Interface 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 Interface 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 Interface 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 Interface project with this in-depth Customer Interface Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Interface 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 Interface 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 Interface investments work better.

This Customer Interface 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.