Digital Insight Toolkit

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Drive results set high goals for personal and group accomplishment; use measurement methods to monitor progress toward goals; tenaciously work to meet or exceed goals while deriving satisfaction from that achievement and Continuous Improvement.

More Uses of the Digital Insight Toolkit:

  • Confirm your organization ensures receipt of the appropriate paperwork from the new members in order to open the new accounts.

  • Secure that your operation sells products and services through effective use of sales skills and extensive product and service knowledge.

  • Formulate: customer oriented place a high priority on the internal or external members perspective when making decisions and taking action; implement service practices that meet the members and its needs.

  • Initiate: design, plan and test new Windows and web Software Applications.

  • Be certain that your business makes necessary corrections and resolutions, as appropriate.

  • Pilot: on an annual basis, completes all mandatory regulatory training as designated by your organization.

  • Establish: architecture and Application Development management.

  • Arrange that your business maintains proper security over applications/account information being processed.

  • Direct: interface with staff, management, board members, vendors and visitors to your organization.

  • Devise: monitor all accounts continually for accuracy.

  • Be accountable for collaborating with designers and consultants to identify opportunities for Digital Transformation.

  • Develop: work closely with suppliers to ensure successful software or hardware implementation and support.

  • Steer: timely, accurate completion of BI weekly payroll.

  • Establish that your corporation maintains an awareness of security risks in the areas of member identification, membership eligibility and confidentiality.

  • Be certain that your business provides deep architectural knowledge with respect to Design Patterns and best practices.

  • Remain in compliance with all legal and organizational requirements at all times.

  • Initiate: reliable services and innovative solutions to your clients.

  • Evaluate: audit timesheet to ensure time is properly recorded in accordance with policies.

  • Systematize: expert Decision Making involve others throughout the Decision Making process to obtain better information, generate alternatives, and ensure buy in to the resulting decisions; builds consensus when appropriate.

  • Be accountable for supporting front end and back end Software Development.

  • Ensure accurate taxation and garnishment is applied to each account.

  • Warrant that your group complies; cross sell products and services through effective use of sales skills and extensive product and service knowledge.

  • Steer: design, develop and test new Windows and web Software Applications.

  • Methodize: influence motivate or influence organizational leaders to ensure a solid environment, built with best practices, meets the needs of your organization and it.

  • Overhaul use Design Thinking principles to help deliver tailored Digital Insights that enable customer journey priorities.

  • Drive: Open Source projects and rapid prototyping.

  • Direct: design, code and test new Windows and web Software Applications.

  • Control: sufficient Interpersonal Skills to positively represent your organization during member interaction.

  • Confirm your design initiates follow up service calls to existing members to enhance the relationship and to ensure satisfaction with service provided.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Have design-to-cost goals been established?

  2. How is Change Control managed?

  3. What should be considered when identifying available resources, constraints, and deadlines?

  4. What Digital Insight metrics are outputs of the process?

  5. How do you establish and deploy modified action plans if circumstances require a shift in plans and rapid execution of new plans?

  6. What are the barriers to increased Digital Insight production?

  7. How can the value of Digital Insight be defined?

  8. How is Digital Insight data gathered?

  9. How is Digital Insight project cost planned, managed, monitored?

  10. Who is involved with workflow mapping?

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

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Digital Insight 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 Insight 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 Insight investments work better.

This Digital Insight 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.