Data Capabilities Toolkit

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Evaluation of marketing needs against current Data Capabilities; partnering with Marketing Enablement and Front End Technology on the development of a roadmap toward a modern, intelligent insights model.

More Uses of the Data Capabilities Toolkit:

  • Ensure you enforce; lead analysis of business and application requirements to translate into new or modified database or Data Capabilities.

  • Ensure you audit; lead business and technology primary point of contact for customer Master Data Capabilities.

  • Elicit business pain points and establish technical/Data Capabilities.

  • Manage: market/customer facing representation of Data Capabilities and analytics in a pre and post sales environment.

  • Develop: champion strategic areas where you can invest to improve your Data Capabilities, tools, and reporting/ infrastructure.

  • Be accountable for developing and executing Quality Control procedures to drive Data integrity processes over Data Capabilities.

  • Develop Big Data Capabilities, tools and techniques to enhance credit and fraud risk, and Information Management functions.

  • Collaborate with technology vendors and development partners to build new Data Capabilities in support of the Data Strategy.

  • Provide Leadership Skills to architecture and design critical customer facing Data Capabilities.

  • Devise: champion strategic areas where you can invest to improve your Data Capabilities, tools, and reporting/dashboard infrastructure to enable Decision Making throughout the team.

  • Be accountable for partnering with internal marketing teams to provide the necessary Data Capabilities to support consumer marketing efforts.

  • Provide Leadership Skills to architecture and design critical API/Micro Services driven customer facing Data Capabilities on AWS platform.

  • Investigate new technologies, tools, and prototype the latest techniques and tools to evolve Data Capabilities of your organization.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Capabilities 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 Data Capabilities improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who should receive measurement reports?

  2. What are customers monitoring?

  3. What is the context?

  4. Is the cost worth the Data Capabilities effort?

  5. Can management personnel recognize the monetary benefit of Data Capabilities?

  6. What are your primary costs, revenues, assets?

  7. Are risk triggers captured?

  8. What is Data Capabilities risk?

  9. How can the value of Data Capabilities be defined?

  10. At what moment would you think; Will I get fired?

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

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

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

  4. Closing Process Group: Did the Data Capabilities project team have enough people to execute the Data Capabilities 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 Data Capabilities 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 Data Capabilities 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 Data Capabilities 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 Data Capabilities project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Data Capabilities project with this in-depth Data Capabilities Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Capabilities 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 Data Capabilities 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 Data Capabilities investments work better.

This Data Capabilities 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.