Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Self Service Portal Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Self Service Portal 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 Self Service Portal specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Customer Self Service Portal 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 993 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 Self Service Portal improvements can be made.
Examples; 10 of the 993 standard requirements:
- Do you make changes to the IT infrastructure in an effective manner, and the method is informal and could be different according to the nature of the change?
- Are you able to make every contact at every touchpoint â assisted, automated or self service â contribute to positive and consistent customer engagement?
- How does your organization ensure that knowledge is shared and used to improve products and services, power innovation, and drive competitive advantage?
- What are you doing with technology in terms of allowing employees to do self service, and also allowing customers to do that as well?
- Did you invest in new technology, work with customers and employees on new safety protocols, and elevate your mobile workforce?
- What percentage of your recurring cases could be eliminated if you were able to solve the root cause of customer issues?
- How complex are your products and subscriptions for customers to self service, get configurations, prices, and quotes?
- How is it possible to maintain a single experience for your customers, across, between and among so many channels?
- Can a person who is exploited be a worker, retained worker or self employed person thus exercising treaty rights?
- Do you provide excellent technical support, helping customers to solve problems efficiently and effectively?
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 Self Service Portal book in PDF containing 993 requirements, which criteria correspond to the criteria in...
Your Customer Self Service Portal 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 Self Service Portal Self-Assessment and Scorecard you will develop a clear picture of which Customer Self Service Portal 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 Self Service Portal 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 Self Service Portal projects with the 62 implementation resources:
- 62 step-by-step Customer Self Service Portal Project Management Form Templates covering over 1500 Customer Self Service Portal project requirements and success criteria:
Examples; 10 of the check box criteria:
- Project Scope Statement: Was planning completed before the Customer Self Service Portal project was initiated?
- Project Schedule: Eliminate unnecessary activities. Are there activities that came from a template or previous Customer Self Service Portal project that are not applicable on this phase of this Customer Self Service Portal project?
- Activity Duration Estimates: Is the cost performance monitored to identify variances from the plan?
- Activity Duration Estimates: What is the critical path for this Customer Self Service Portal project and how long is it?
- Stakeholder Management Plan: Are communication systems proposed compatible with staff skills and experience?
- Project Scope Statement: Were potential customers involved early in the planning process?
- Probability and Impact Assessment: Will new information become available during the Customer Self Service Portal project?
- Project Portfolio management: Are you working differently with your portfolios at different parts of your organization?
- Responsibility Assignment Matrix: The already stated responsible for overhead performance control of related costs?
- Cost Management Plan: Change types and category â What are the types of changes and what are the techniques to report and control changes?
Step-by-step and complete Customer Self Service Portal Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Customer Self Service Portal project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Customer Self Service Portal 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 Self Service Portal 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 Self Service Portal 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 Self Service Portal 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 Self Service Portal 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 Self Service Portal project with this in-depth Customer Self Service Portal Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Customer Self Service Portal 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 Self Service Portal 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 Self Service Portal investments work better.
This Customer Self Service Portal 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.
