Digital Solutions Implementation Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Digital Solutions Implementation 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 989 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 Solutions Implementation improvements can be made.

Examples; 10 of the 989 standard requirements:

  1. Who will be responsible for overseeing your digital advice technology – including overseeing the implementation, training and supervising staff, managing upgrades, and troubleshooting problems?

  2. How would you consider the wealth management industrys understanding of the digital solutions available today that could enhance and empower the relationship manager?

  3. How do you ensure your workforce is engaged when a digital solution is rolled out by allocating appropriate project sponsorship, ownership and change leadership?

  4. What functionality is required in a digital solution that, coupled with smart meters, gives consumers necessary feedback to change the energy behavior?

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

  6. Are there adequate opportunities for key stakeholders to get involved in developing and testing your digital solution as it takes shape?

  7. Can project management fees, cybersecurity testing fees, IT audit fees and training costs be claimed in addition to the software fees?

  8. Which are the biggest challenges in achieving your digital transformation and implementing next gen technologies at your organization?

  9. How do digital solutions help in monitoring utilisation levels of your organizations network and optimizing deployment of capacity?

  10. Does your organization have a written policy to increase contracting with, and procurement from certified business enterprises?


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 Solutions Implementation book in PDF containing 989 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Are enough systems & user personnel assigned to the Digital Solutions Implementation project?

  2. Stakeholder Management Plan: What proven methodologies and standards will be used to ensure that materials, products, processes and services are fit for purpose?

  3. Project Schedule: Is the Digital Solutions Implementation project schedule available for all Digital Solutions Implementation project team members to review?

  4. Procurement Audit: Are purchasing actions processed on a timely basis?

  5. Scope Management Plan: Have all documents been archived in a Digital Solutions Implementation project repository for each release?

  6. Team Member Status Report: Does your organization have the means (staff, money, contract, etc.) to produce or to acquire the product, good, or service?

  7. Risk Audit: Management -what contingency plans do you have if the risk becomes a reality?

  8. Human Resource Management Plan: Are the schedule estimates reasonable given the Digital Solutions Implementation project?

  9. Project Portfolio management: Why should the resource portfolio contain a minimum of information?

  10. Procurement Audit: Have late payment interests been rewarded and could they have been avoided?

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

1.0 Initiating Process Group:

  • 1.1 Digital Solutions Implementation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Digital Solutions Implementation 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 Solutions Implementation 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 Solutions Implementation 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 Solutions Implementation 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 Solutions Implementation 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 Solutions Implementation project with this in-depth Digital Solutions Implementation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Digital Solutions Implementation 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 Solutions Implementation 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 Solutions Implementation investments work better.

This Digital Solutions Implementation 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.