Digital Order Management Toolkit

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Secure that your organization acts as a resource and thought partner to identify and communicate ways to improve your organization and its processes, acting as a champion for great work and the processes necessary to achieve that work.

More Uses of the Digital Order Management Toolkit:

  • Gather, consolidate, and analyze data from Digital Platform and transform into suggested action areas.

  • Initiate: effectively communicate current and future Production Schedule requirements to trade partners and suppliers.

  • Be able to effectively communicate the features and benefits of all Digital Products in order to help achieve a client goal.

  • Ensure all Team Members have clear goals, receive regular feedback and have timely and constructive appraisals.

  • Be accountable for achieving or exceeding profitability targets plus accurate and timely forecasting and reporting of project variables revenue, staffing, work in progress, debt etc.

  • Identify, qualify and maintain a balanced vendor base for all functions, and effectively manage the product pricing database.

  • Maintain client/partner relationships and demonstrate expertise in leading/overseeing Agile Projects to ensure successful outcomes.

  • Support the onboarding process for new associates and deliver technical training in areas of expertise.

  • Support the coordination and lead monitoring efforts and gather and compile all information necessary for monitoring and results based reporting, from planning to project completion stage.

  • Optimize Customer Engagement, retention, renewals and account growth across real estate and business (Auto, Finance, Digital, etc).

  • Establish systems for Project Planning, implementation and monitoring, in collaboration with the project implementation teams.

  • Ensure proper communication, direction and support is provided to all new trade partners regarding your organizations Policies and Procedures.

  • Look for opportunities to develop monetization solutions for clients, and ensure clients receive superior Customer Service.

  • Provide support to the Production Team for resolving field issues using acceptable engineering practice.

  • Ensure trade partner bids are in compliance with established plans and specifications and are competitive and complete in accordance with your organizations Quality Standards.

  • Assure your organization participates in on going training opportunities and supports a continuous Quality Improvement environment.

  • Solicit feedback from trade partners on methods of improving processes, systems, materials and techniques.

  • Warrant that your group reports any necessary maintenance of the machine to the engineering department using a written Work Order.

  • Perform large scale, complex Software Delivery projects/Program Management on Client Engagements or lead multiple Software Delivery projects for a Client Engagement.

  • Ensure appropriate project Governance Arrangements and technical Quality Standards are developed and followed throughout the Project Lifecycle.

  • Inspect or ensure material deliveries are accurate regarding quality and quantity and handle any discrepancies on site.

  • Oversee the trade partner and supplier rating process and review team member feedback on trade and Supplier Performance.

  • Formulate: work closely with all organization department staff to develop and implement strategic Project Plans with a focus on on time and on budget project delivery.

  • Be certain that your project leads the implementation of project Management Processes, methods, tools, guidelines and standards in order to establish a stable framework that supports all Project Teams and stakeholders.

  • Ensure internal and client meetings are scheduled, productive, and documented for future reference.

  • Be able to structure and process qualitative and Quantitative Data and draw insightful conclusions.

  • Manage: secure all pricing information based on the product specifications established and acquire all pricing from trade partners.

  • Be certain that your enterprise supports the marketing with the planning, executing, and tracking of Marketing Programs as email, event, Social Media, or Content Marketing.

  • Confirm your organization maintains relationships with external vendors to ensure high quality and timely execution of Marketing Programs, and to ensure competitiveness.

  • Coordinate and facilitate monthly and/or quarterly project meetings to monitor progress and timely assess and address challenges and risks.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Is there a high likelihood that any recommendations will achieve their intended results?

  2. Can you measure the return on analysis?

  3. Which needs are not included or involved?

  4. Is a Digital Order Management Team work effort in place?

  5. Does the Digital Order Management task fit the client's priorities?

  6. Are resources adequate for the scope?

  7. How do controls support value?

  8. Has implementation been effective in reaching specified objectives so far?

  9. If you had to leave your organization for a year and the only communication you could have with employees/colleagues was a single paragraph, what would you write?

  10. What is the total fixed cost?

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

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

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 Order Management project issues be unconditionally tracked through the Issue Resolution process?

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

In using the Toolkit you will be better able to:

  • Diagnose Digital Order 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 Digital Order 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 Digital Order Management investments work better.

This Digital Order 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.