Digital Customer Engagement Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How much of different digital exposures should be provided in order to demonstrate positive impact on the confidence of using technology, problem solving, engagement, and productivity improvement?

  2. Are your corporate affairs / corporate social responsibility functions aligned with your corporate strategy team to ensure that stakeholder insight and engagement acts as an enabler of growth?

  3. How can an employee engagement app help your business boost its performance and improve wellbeing; what are the benefits of embracing software and going truly digital?

  4. Is the audit plan flexible and able to shift according to changes in the internal or external business environment or is it too dependent on a fixed cycle?

  5. How could fashion startups use Augmented Reality filters as digital marketing innovation to improve consumer engagement and increase brand awareness?

  6. Do you have a single, integrated software platform that supports personalized engagement with your customers across all digital and voice channels?

  7. When implementing/managing a new technology investment or solution, how will the application of digital and virtual engagement models be viewed?

  8. Do you create actionable customer profiles based on acquired and analyzed interaction and transactional data gathered from all digital sources?

  9. What is the impact on the IT market and how should IT vendors evolve offerings and customer engagement models to succeed in the years to come?

  10. Are the customer experiences you create across all your digital and physical touchpoints consistent with your brand promise and your mission?


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 Digital Customer Engagement book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Digital Customer Engagement Project Management Form Templates covering over 1500 Digital Customer Engagement project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Directory: Who will report Digital Customer Engagement project status to all stakeholders?

  2. Lessons Learned: How effective were the techniques used to prepare you and your organization for the impact of the changes brought about by the product or service produced by the Digital Customer Engagement project?

  3. Source Selection Criteria: What are the most critical evaluation criteria that prove to be tiebreakers in the evaluation of proposals?

  4. Schedule Management Plan: Are issues raised, assessed, actioned, and resolved in a timely and efficient manner?

  5. Stakeholder Management Plan: Are the people assigned to the Digital Customer Engagement project sufficiently qualified?

  6. Risk Management Plan: Are end-users enthusiastically committed to the Digital Customer Engagement project and the system/product to be built?

  7. Probability and Impact Matrix: How is the risk management process used in practice?

  8. Procurement Management Plan: Does the resource management plan include a personnel development plan?

  9. WBS Dictionary: Are records maintained to show how management reserves are used?

  10. Cost Baseline: Verify business objectives. Are others appropriate, and well-articulated?

 
Step-by-step and complete Digital Customer Engagement Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Digital Customer Engagement project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Digital Customer Engagement project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Digital Customer Engagement 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 Digital Customer Engagement 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 Digital Customer Engagement 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 Digital Customer Engagement 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 Digital Customer Engagement project with this in-depth Digital Customer Engagement Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Digital Customer Engagement 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 Digital Customer Engagement 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 Digital Customer Engagement investments work better.

This Digital Customer Engagement 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.