Customer Value Toolkit

Downloadable Resources, Instant Access
Adding to cart… The item has been added

Guide Customer Value: work closely with finance, engineering, and other departments to ensure the profitability of all project design.

More Uses of the Customer Value Toolkit:

  • Supervise Customer Value: partner with marketing stakeholders to leverage that segmentation across internal and external channels in order to enhance Customer Value.

  • Be certain that your team possess an Agile, Customer Centric, and intelligent risk taking mindset with a laser focus on delivery of Customer Value.

  • Ensure you enable; spearhead new product introduction activities to condition engineering inputs for feasibility, Cost Optimization and maximal Customer Value.

  • Drive solution delivery improvements through automation, testing and standard methodologies implementation to optimize deployments, accelerate Customer Value realization and improve overall Online Service reliability.

  • Facilitate collaboration with other platform engineers, product engineers, and cross functional teams to solve interesting and challenging problems delivering Customer Value.

  • Ensure you listen; spearhead new product introduction activities to condition engineering inputs for feasibility, Cost Optimization and maximal Customer Value.

  • Enact lasting changes to the clients ways of working by utilizing a consultative approach that focuses on defining and measuring Customer Value delivered at each milestone.

  • Manage to get there, you obsess over iteratively delivering Customer Value through rapid prototyping and Data Driven Decision Making.

  • Drive Operational Excellence and develop a strategic program to implement the most valuable innovations across the entire Customer Value Delivery organization.

  • Achieve target expense ratio for standard business by increasing efficiency and Customer Value via designing holistic solutions considering customer journey, Internal Processes, systems and data.

  • Develop financial ROI models to demonstrate and justify Customer Value from initial sale through quarterly Business Review.

  • Develop, maintain, and continuously improve customer churn, customer acquisition, and Customer Value models to inform go to market strategy and drive improved profitability.

  • Drive Customer Value: laser focus on delivery of Customer Value.

  • Pilot Customer Value: advocate for standard use of technology to improve organization efficiency, system accuracy and correctness, and Customer Value.

  • Manage the Product Roadmap and Project Portfolio on an ongoing basis in line with the Digital strategy, business KPIs, and Customer Value.

  • Identify the distinct Value Drivers of each customer stakeholders and tailor sales messages to you needs; proactively recommend the right solution at the right time, that delivers Customer Value.

  • Develop, communicate, and action a cohesive strategy for how the teams output creates and delivers Customer Value and advances the product.

  • Lead Customer Value: one winning team engagement effectively facilitating joint initiatives with cross functional teams services, Customer Value acceleration team, capital, partners, etc.

  • Drive Customer Value: how do you make all aspects of Service Management super efficient, so more time is spent on writing Customer Value features.

  • Collaborate directly with business stakeholders, customers, and cross functional teams to align and execute on an iterative (Agile) plan that continuously delivers Customer Value through a vibrant marketplace of consumers and providers.

  • Ensure you revolutionize; understand customers perspectives and advocate for Customer Value organization wide / share insights/drive results as a customer advocate.

  • Assure your corporation complies; goals, objectives and policies for your organization and Facilities assets are shaped by organization directives, policies, and aspirations; stakeholder and customer bureau requirements; the needs of Facilities Services employees; and directives from relevant regulatory departments.

  • Be certain that your organization complies; plans the structure of your organization that redundancy, succession, and competencies Reduce Risk to customer and Product Support.

  • Formulate Customer Value: individual also provides expertise level support for infrastructure projects and personnel to assure a high value widely accessible comprehensive integrated information network which meets customer needs.

  • Establish Customer Value: partner closely with integrated marketing, operations, and account executives to develop strategies to engage new accounts and expand existing customer accounts.

  • Be accountable for identifying operational breakdowns and inefficiencies to drive action to streamline and simplify existing processes to ensure consistently great customer outcomes.

  • Provide appropriate Metrics And Reporting data to monitor performance of Inventory Management, capacity, Customer Service, site performance, etc.

  • Maintain/optimize customer Service Levels, inventory levels, obsolescence, Cost Savings project identification and implementation with flawless execution.

  • Establish that your organization develops scope, schedule, plans and leads hardware, software and system level audits to determine compliance with Quality Management System standards, configuration assurance, related business, regulatory and Customer Requirements, and reports results to management.

  • Organize Customer Value: Customer Feedback and Voice Of Customer.

  • Ensure you merge; solid grasp of SaaS business models and contract terms, Value Based Pricing and Contract Negotiation.

  • Govern Customer Value: effectively partner and build productive working relationships with direct reports, peers, leadership and other departments.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are the record-keeping requirements of Customer Value activities?

  2. What harm might be caused?

  3. What could happen if you do not do it?

  4. How can you become more high-tech but still be high touch?

  5. How do you maintain Customer Value's Integrity?

  6. The approach of traditional Customer Value works for detail complexity but is focused on a systematic approach rather than an understanding of the nature of systems themselves, what approach will permit your organization to deal with the kind of unpredictable emergent behaviors that dynamic complexity can introduce?

  7. Identify an operational issue in your organization, for example, could a particular task be done more quickly or more efficiently by Customer Value?

  8. Are there Customer Value problems defined?

  9. How do you quantify and qualify impacts?

  10. Can you integrate Quality Management and Risk Management?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Value 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 Value 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 Value investments work better.

This Customer Value 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.