CX Management Toolkit

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Audit CX Management: work is performed in an Operational Environment.

More Uses of the CX Management Toolkit:

  • Support the sales teams in negotiating and executing CX Sales Activities and directly and indirectly driving revenue.

  • Represent cx in various cross functional initiatives; assume responsibility for consulting team, specific deliverables, and driving projects forward.

  • Ensure CX, partners and sellers are equipped with CX knowledge, skill set and tools to maximize Customer Success and Business Growth.

  • Audit CX Management: through your network of CX centers you enable delivery of Innovative Services and solutions.

  • Provide technology leadership on new solutions and drive the technical architecture/design alignment with automation/orchestration offers and incubate/innovate on new capabilities and core assets/IP working with CX Product Management and Delivery teams.

  • Collaborate closely with Creative Directors and CX to ensure effective translation from strategy into design.

  • Ensure you realize; build meaningful and trustful customer relationships through your results driven approach and CX programs.

  • Align serve as the thought leader for CX applications in your organization and lead your organization of professional architects, designers, developers, Business Analysts, and functional experts.

  • Manage work with a peer in Business Development to ensure new work is scoped properly to your CX teams capability and ensures the team can execute the Project Timelines provided to new clients with anticipation.

  • Ensure you mastermind; build meaningful and trustful customer relationships through your results driven approach and CX programs.

  • Warrant that your organization develops and implements CX training tools and initiatives for all User levels and directs the adoption of CX across the system for continued growth of Team Member engagement.

  • Drive Customer Portal adoption in line with the CX Balanced Scorecard and apply Strategic Thinking while partnering with Marketing And Sales.

  • Establish CX Management: Proactive Management of Customer Satisfaction and supporting the renewals process to minimize Customer Attrition.

  • Secure that your business assigns document identification and maintains the Document Management System.

  • Manage work with client leaders in sales, marketing, finance and Human Resources to solve Sales Management issues and grow revenue.

  • Be certain that your organization fosters a culture of Customer Service, quality and Continuous Improvement for the IT support team; follows IT Service Management concepts, in particular for service, Change and Configuration Management, and Problem Management.

  • Troubleshoot and provide suggestions to increase quality of manual test suites of applications to further improve your Manual Testing efforts and overall testing coverage Report test results and trends of manual Test Cases to the Test Management Tool.

  • Drive the implementation of new Data Management projects and re structure of the current Data Architecture.

  • Make sure that your business complies; implements Java Script frameworks, rest services and integrations across digital Content Management portfolio.

  • Manage use of traditional Project Management processes and methods (Waterfall, PMBOK).

  • Audit CX Management: work closely with other departments to improve utilization and integration of Case Management with other Technical Systems.

  • Ensure you specialize; lead Process Management and improvement champions Continuous Improvement and adoption of Project Management and System Development Life Cycle (SDLC) Best Practices using innovative ideas to increase effectiveness.

  • Establish that your organization uses Application Management software and tools to investigate issues, collect performance statistics and create reports.

  • Provide guidance to management and lead Technical Communication with customers.

  • Develop CX Management: Software Configuration Management tasks, performing software builds and tools.

  • Be accountable for planning, developing, maintaining, and managing support for Incident Management tools, systems, procedures, and processes.

  • Provide in depth planning and support for Configuration Management and planning, configuration identification, configuration control, configuration status accounting, and configuration verification and audit.

  • Ensure you anticipate; lead a culture of accountability through clear expectations and Performance Management (listen, observe, recognize and coach) on critical Service and Engagement behaviors.

  • Supervise the expansion or modification of system to serve new purposes or improve work flow.

  • Make sure that your team leads the successful launch of assigned product/service offerings (new development, life cycle management of current offerings and applicable Back Office systems).

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the CX Management 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 CX Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is the cause of any CX Management gaps?

  2. What data do you need to collect?

  3. What kind of crime could a potential new hire have committed that would not only not disqualify him/her from being hired by your organization, but would actually indicate that he/she might be a particularly good fit?

  4. Is the work to date meeting requirements?

  5. How will costs be allocated?

  6. Will it be accepted by users?

  7. Do you aggressively reward and promote the people who have the biggest impact on creating excellent CX Management services/products?

  8. What are the best opportunities for value improvement?

  9. Are Risk Management tasks balanced centrally and locally?

  10. What is in scope?


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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose CX Management 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 CX Management 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 CX Management Investments work better.

This CX Management 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.