Save time, empower your teams and effectively upgrade your processes with access to this practical Document automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Document automation 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 Document automation specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Document automation 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 951 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Document automation improvements can be made.
Examples; 10 of the 951 standard requirements:
What is the annual research & development (R&D) investment for the solution being used, both in terms of financial investment and total number of employees dedicated to the R&D function?
When using the proposed system, are process participants able to see only what their security privileges enable them to see (participants see only what they need to perform their activities)?
What type of staff support and/or training, and how much, is needed to provide technical support and equip staff to use your organizations EDMS after the initial implementation?
How are your organizations digitized documents going to be accessed now and in the future. Is there adequate information about context to ensure intellectual control?
You have documented your processes and you are ready to implement those processes, but how do you link them with the actual management tooling already implemented?
Can multiple user security profiles be created to control the access to all of the proposed systems features and functions enjoyed by different groups of users?
Will the next release of any software require any data to be converted to a format different than the format required by the current version of the software?
Can you track electronic documents and associate them to an ownership contract such as surveys, contracts, environmental assessments, cover letters, etc?
Special attention needs to be paid to the inputs and outputs of each application that is, What content is necessary to support or drive the application?
What SharePoint skills do you currently have in house in terms of SharePoint Administration, Maintenance, Content Owner/Authorship, and Development?
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 Document automation book in PDF containing 951 requirements, which criteria correspond to the criteria in...
Your Document automation 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 Document automation Self-Assessment and Scorecard you will develop a clear picture of which Document automation 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 Document automation 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 Document automation projects with the 62 implementation resources:
- 62 step-by-step Document automation Project Management Form Templates covering over 6000 Document automation project requirements and success criteria:
Examples; 10 of the check box criteria:
- Probability and Impact Assessment: Are there any Document automation projects similar to this one in existence?
- Activity Duration Estimates: Is a standard form used to obtain bids and proposals from prospective sellers?
- Procurement Audit: Are the financial and business records of the organization stored in a secure fire resistant place?
- Scope Management Plan: Does the Resource Management Plan include a personnel development plan?
- Probability and Impact Matrix: During Document automation project executing, a major problem occurs that was not included in the risk register. What should you do FIRST?
- Procurement Management Plan: Is PERT / Critical Path or equivalent methodology being used?
- Activity Duration Estimates: Research risk management software. Are many products available?
- Project or Phase Close-Out: Which changes might a stakeholder be required to make as a result of the Document automation project?
- Activity Duration Estimates: What are some crucial elements of a good Document automation project plan?
- WBS Dictionary: Are retroactive changes to direct costs and indirect costs prohibited except for the correction of errors and routine accounting adjustments?
Step-by-step and complete Document automation Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Document automation project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Document automation project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Document automation 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 Document automation 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 Document automation 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 Document automation project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Document automation project with this in-depth Document automation Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Document automation 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 Document automation 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 Document automation investments work better.
This Document automation 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.