End Users Toolkit

Downloadable Resources, Instant Access
Adding to cart… The item has been added

Formulate End Users: liaison with related functions ( as operations, Risk Management, it, HCM, legal) and provide Strategic Direction with leadership throughout your organization.

More Uses of the End Users Toolkit:

  • Manage work with the Project Management, business visionary and End Users, IT architects and developers, and project sponsor to document the products vision and the projects scope.

  • Instruct End Users in the appropriate Use Of Equipment, software, and/or reference materials.

  • Initiate End Users: work closely with management, leads, peers, Development Teams, Business Analysts, and End Users to ensure Data Protection for systems are used by all areas your organization.

  • Interact with personnel from other organizations during the life cycle in order to understand the needs of the End Users, assess the readiness of software packages, schedule software deployments and evaluate the success of each project.

  • Perform analysis and diagnosis of routine PC problems for End Users, and recommend and implement solutions Install, configure, test, maintain, monitor, and troubleshoot end user workstation software/hardware, networked peripheral devices, and networking software/hardware products.

  • Manage end User Accounts and accessibility; provide technical expertise to End Users who create complex queries and reports.

  • Confirm your design acts as a liaison between departmental End Users, Business Analysts, consultants and others in the analysis, design, configuration, testing and maintenance of Case Management systems to ensure optimal operational performance.

  • Create Integration Design requirements and specifications in coordination with End Users and the technical staff in the ERP Support Organization and/or the IT department; develop and coordinate acceptance criteria with End Users.

  • Arrange that your group complies; conducts Test Activities with other testers and End Users.

  • Use advanced Data Visualization Tools as Tableau to provide an easy to understand interface for End Users.

  • Manage work with End Users to gather Business Requirements, performs analysis, Code And Test interfaces to ensure successful and seamless communication among the various IT systems and applications components.

  • Assure your operation improves existing programming techniques and systems as applicable to meet organization program needs; work with End Users and management to develop and write Design Specifications and program changes; modifies internal Data Processing Standards and Procedures.

  • Combine internal business data, external market data and your own analysis to develop actionable insights that are visually appealing and simple to navigate for the End Users.

  • Coordinate End Users: design interactive dashboards that leverage Data Visualization to deliver analysis of key Call Center metrics and KPIs for use by internal End Users.

  • Secure that your organization provides support to End Users in the acquisition, implementation and operation of end user applications.

  • Support all services relating to Lifecycle Management, Asset Management, License Management and User Access management for End Users software and hardware.

  • Troubleshoot problems, especially production issues, involving the appropriate resources and driving resolution to minimize impact to End Users.

  • Communicate with great technical knowledge the services provided, how to utilize services, why End Users should, etc.

  • Develop End Users: design and provide solutions to fit the requirements of the Project Stakeholders, customers, and End Users conforming to the standards established by the IT Organization.

  • Warrant that your planning provides timely resolution of problems or escalation on behalf of End Users to appropriate next level of Technical Support personnel in alignment with established Service Level Agreements (SLAs).

  • Ensure your organization develops, with End Users, Test Plans and procedures for implementation of added functionality, custom programs, and software upgrades and system patches; coordinates with information technology to test patches/updated logic and overall application upgrades.

  • Ensure you improve; solid communication, collaboration and mentoring skills to work with a range of colleagues from product specialists and End Users, to UX designers and other developers.

  • Establish that your organization keeps peer, End Users, suppliers, and leadership informed of trends, significant problems, unexpected delays, scheduled downtime or other changes that affects the computing environment.

  • Ensure you amplify; extend professional, courteous, and timely support and service to IT peers, End Users, and internal business units.

  • Ensure Continuous Delivery of IT Services by monitoring system performance, directing production Application Support and adhering to Service Level Agreements with End Users.

  • Identify End Users: Web Applications must meet Business Needs and should provide solutions that create value for your organization and your End Users.

  • Prepare support documentation and training materials for End Users of Document Management systems.

  • Collaborate with unit managers, End Users, development staff, and other stakeholders to integrate Data Management applications with existing systems.

  • Coordinate End Users: work closely with programmers, developers, testers and a variety of End Users to ensure technical compatibility and user satisfaction.

  • Create and build robust Data Intelligence solutions to support End Users analysis and Decision Making across multiplE Business verticals.

  • Arrange that your planning complies; addresses End Users computing needs by analyzing complex processes to design new applications or enhancements to Existing Applications and by writing functional and/or Technical Specifications.

  • Organize End Users: monitor and track compliance to IT incident tracking system to ensure compliance to Service Level Agreements (SLAs), quick resolution of problems and communicate with users on resolution and follow up activities as appropriate.

  • Govern End Users: technicians must understand and apply concepts to operate the equipment and perform plant Systems Analysis to take actions for identifying, resolving and/or avoiding failure modes.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the End Users 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 End Users improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your most important goals for the strategic End Users objectives?

  2. Do you say no to customers for no reason?

  3. What are predictive End Users analytics?

  4. How frequently do you verify your End Users strategy?

  5. How do you create buy-in?

  6. Are the planned controls working?

  7. Can management personnel recognize the monetary benefit of End Users?

  8. How is End Users data gathered?

  9. Is it clear when you think of the day ahead of you what activities and tasks you need to complete?

  10. Who is gathering End Users information?

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

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

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

  4. Closing Process Group: Did the End Users Project Team have enough people to execute the End Users 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 End Users 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 End Users 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 End Users 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 End Users project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose End Users 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 End Users 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 End Users investments work better.

This End Users 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.