Enterprise-Facing Chatbots Toolkit

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Enterprise-Facing Chatbots 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Enterprise-Facing Chatbots improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. What formal ai training will help cx executives and practitioners come to a common understanding of what ai requires and the possibilities it holds for your organization?

  2. What is a way of visualizing conversational data from a chatbot in virtual reality to make developers of chatbots understand and explore the conversational data?

  3. Do you prefer to communicate with an intelligent chatbot or digital support agent instead of communicating with a human customer service agent?

  4. What analytical tools do you need to segment customer adoption and usage behaviours so that you can properly focus your improvement efforts?

  5. Will organizations work towards finding meaningful ways to engage with a consumers digital agent, once the consumer is out of the equation?

  6. How do you measure (the metrics) to evaluate your organizations efficiency and effectiveness, and communicate to the public (transparency)?

  7. Is there anything in your technology stack, customer base, channels or regulatory compliance which might slow down or limit your success?

  8. When designing dialog, its important to consider the conversation flow. What is the necessary sequence of steps to follow during a task?

  9. What do you think prevents your organizations leadership from providing a more holistic strategy to create robust customer experiences?

  10. Is the scope the technical platform for developing chatbots, a general purpose virtual assistant for navigational assistance, or both?

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 Enterprise-Facing Chatbots book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Enterprise-Facing Chatbots Project Management Form Templates covering over 1500 Enterprise-Facing Chatbots project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Are issues raised, assessed, actioned, and resolved in a timely and efficient manner?

  2. Activity Cost Estimates: How and when do you enter into Enterprise-Facing Chatbots project Procurement Management?

  3. WBS Dictionary: Is subcontracted work defined and identified to the appropriate subcontractor within the proper WBS element?

  4. Team Operating Agreement: Must your members collaborate successfully to complete Enterprise-Facing Chatbots projects?

  5. Quality Audit: How does your organization know that the research supervision provided to its staff is appropriately effective and constructive?

  6. Team Member Performance Assessment: How do you create a self-sustaining capacity for a collaborative culture?

  7. Network Diagram: What is your organizations history in doing similar activities?

  8. Human Resource Management Plan: Are updated Enterprise-Facing Chatbots project time & resource estimates reasonable based on the current Enterprise-Facing Chatbots project stage?

  9. Quality Audit: How does your organization know that its security arrangements are appropriately effective and constructive?

  10. Probability and Impact Matrix: What should be the level of difficulty in handling the technology?

Step-by-step and complete Enterprise-Facing Chatbots Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Enterprise-Facing Chatbots project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Enterprise-Facing Chatbots project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Enterprise-Facing Chatbots 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 Enterprise-Facing Chatbots 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 Enterprise-Facing Chatbots 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 Enterprise-Facing Chatbots project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Enterprise-Facing Chatbots 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 Enterprise-Facing Chatbots 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 Enterprise-Facing Chatbots investments work better.

This Enterprise-Facing Chatbots 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.