Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Master Data Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Master Data 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 Master Data specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Customer Master Data 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 Master Data improvements can be made.
Examples; 10 of the 999 standard requirements:
- What are the best ways to provide a compelling first contact point to customers, protect sensitive data, enable secure transactions, and enable business process transformation?
- Does your platform integrate with customer feedback, manual review data and other truth data so that it can self learn and adapt to future transactions without manual coding?
- Which advances in information technology includes external data sets and, at the same time, integrates the analysis with your organizations internal databases?
- What integration points do you provide to your customers and what is your strategy for ensuring broad compatibility with existing tools and workflows?
- Can the solution integrate with other systems in order to consolidate identity data silos to create a single view of the customer organization wide?
- Can it integrate with your other platforms and data sources, automate bi directional workflows, and trigger actions in customer engagement systems?
- Does your organization offer the same level of speed, convenience, and ease as your business customers interact with your front office?
- Do you need to integrate myriad sources of information across your organization and extend that information to customers and partners?
- How do you accomplish consolidation of all customer bases that there is single source of truth on all the customer attributes?
- What can assist in tying together subscriber, person accounts, and customer profiles into one unified view of the customer?
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 Master Data book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Customer Master Data 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 Master Data Self-Assessment and Scorecard you will develop a clear picture of which Customer Master Data 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 Master Data 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 Master Data projects with the 62 implementation resources:
- 62 step-by-step Customer Master Data Project Management Form Templates covering over 1500 Customer Master Data project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Where required, did candidates give evidence of complying with quality assurance standards?
- Stakeholder Analysis Matrix: Who can contribute financial or technical resources towards the work?
- Source Selection Criteria: With the rapid changes in information technology, will media be readable in five or ten years?
- Project Schedule: The wbs is developed as part of a joint planning session. and how do you know that youhave done this right?
- Project Schedule: Customer Master Data project work estimates Who is managing the work estimate quality of work tasks in the Customer Master Data project schedule?
- Communications Management Plan: Are you constantly rushing from meeting to meeting?
- Procurement Audit: Are lease-purchase agreements drawn and processed in accordance with law and regulation?
- Decision Log: What is the average size of your matters in an applicable measurement?
- Closing Process Group: Just how important is your work to the overall success of the Customer Master Data project?
- Procurement Management Plan: Do all stakeholders know how to access the PM repository and where to find the Customer Master Data project documentation?
Step-by-step and complete Customer Master Data Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Customer Master Data project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Customer Master Data 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 Master Data 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 Master Data 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 Master Data 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 Master Data 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 Master Data project with this in-depth Customer Master Data Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Customer Master Data 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 Master Data 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 Master Data investments work better.
This Customer Master Data 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.
