Customer Journey Analytics Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 995 standard requirements:

  1. Do you need deeper insight into customer sentiment, emotion, and intent to improve customer satisfaction and your brands Net Promoter Score?

  2. How does your organization go about generating the ideas needed to enrich customer experiences in a way that makes your brand memorable?

  3. Will the project be confined to a single team, as customer experience or marketing, or will other business functions use the platform?

  4. How fast are fraud scores returned to clients and is there any interruption to the customer journey while waiting for response?

  5. Are you hiring for and providing training in the right skills to ensure your insights teams are equipped to drive change?

  6. How to consider the unique channel combinations in each journey to provide a seamless experience for all your customers?

  7. Does your organization have a dedicated role or team dedicated to customer journey management and/or journey analytics?

  8. Are test persons behaving like respective personas or are there significant deviations from the expected behavior?

  9. When is the right time to identify analytics projects and on which are the best projects to focus your efforts?

  10. How do you optimize resources and analyze call patterns to best route calls and maximize first call resolution?


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

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

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

Examples; 10 of the check box criteria:

  1. Requirements Documentation: What marketing channels do you want to use: e-mail, letter or sms?

  2. Project Portfolio management: Are you working differently with your portfolios at different parts of your organization?

  3. Source Selection Criteria: What aspects should the contracting officer brief the Customer Journey Analytics project on prior to evaluation of proposals?

  4. Activity Duration Estimates: How could you define throughput and how would your organization benefit from maximizing it?

  5. Change Request: Since there are no change requests in your Customer Journey Analytics project at this point, what must you have before you begin?

  6. Activity Duration Estimates: What do you think the real problem was in this case?

  7. Human Resource Management Plan: Have all documents been archived in a Customer Journey Analytics project repository for each release?

  8. Decision Log: How consolidated and comprehensive a story can you tell by capturing currently available incident data in a central location and through a log of key decisions during an incident?

  9. Procurement Audit: Are outsourcing and Public Private Partnerships considered as alternatives to in-house work?

  10. Cost Baseline: Is there anything unique in this Customer Journey Analytics projects scope statement that will affect resources?

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

1.0 Initiating Process Group:

  • 1.1 Customer Journey Analytics project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer Journey Analytics 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 Journey Analytics 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 Journey Analytics 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 Journey Analytics 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 Journey Analytics 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 Journey Analytics project with this in-depth Customer Journey Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Journey Analytics 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 Journey Analytics 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 Journey Analytics investments work better.

This Customer Journey Analytics 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.