Enterprise Platform Toolkit

Downloadable Resources, Instant Access

Not sure if this is for you?

Complete this form to receive access to the Toolkit content
Contact Email  *
First Name *
Last Name 
*Required Fields
Note: If your timing isn't quite right yet, we'll keep you updated through our newsletter. You can always choose to opt out when you feel the information is no longer relevant to your situation. 

Orchestrate Enterprise Platform: track and manage security related tasks as vulnerability compliance, core control assessments, and System Hardening.

More Uses of the Enterprise Platform Toolkit:

  • Secure that your group thinks strategically sets overall direction for Solution Design and delivery for Enterprise Platforms aligned to the Data And Analytics strategy.

  • Formulate Enterprise Platform: IT Operations team is critical to the success of achieving the highest level of availability and resiliency for your Enterprise Platform in accordance with your SLAs.

  • Gain support the planning, preparation, translation, and execution of Data Flows and migrations between Enterprise Platforms.

  • Interact with the Enterprise Architecture and Enterprise Platform teams to ensure that solutions are built in adherence with the defined enterprise standards.

  • Confirm your organization thinks strategically sets overall direction for Solution Design and delivery for Enterprise Platforms aligned to the Data And Analytics Strategy.

  • Ensure your organization thinks strategically sets overall direction for Solution Design and delivery for Enterprise Platforms aligned to the Data And Analytics strategy.

  • Ensure you assess; lead your enterprise Information security strategy and implementation to create a competitive advantage and be your customer facing security expertise.

  • Provide guidance on building and/or maturing Information security programs and the implementation of tools and technologies used for enterprise security.

  • Refine BI and Data Strategy by working closely with enterprise architects, Data Architects, Data Governance, app/dev and BI leadership for alignment.

  • Confirm your enterprise complies; monitors, proactively develops and delivers collection and loss mitigation training in a constantly changing environment.

  • Adhere to Data Strategy, policies, controls, and programs to ensure the enterprise data is accurate, complete, secure, and reliable.

  • Ensure your group creates, modifie, maintains and terminates User Accounts for enterprise and/or department Software Applications.

  • TranslatE Business oriented Information Requirements into technical Data Management solutions by analyzing and implementing enterprise Data Strategies.

  • Head Enterprise Platform: research, assess, evaluate and recommend new, upgraded and developing systems and technologies to determine suitability for current and future organization enterprise computing needs.

  • Confirm your enterprise coordinates with other internal business groups and programs to ensure effective implementation of business strategies and programs in areas related to risk and safety.

  • Collaborate with other teams (Engineering, Service Desk, and Business Systems) to troubleshoot Enterprise Solutions.

  • Provide advisory services related to issues in Mergers and acquisitions, governance and Risk Management, enterprise Cost Reduction efforts, and other transformational business initiatives.

  • Develop Enterprise Platform: strategy professionals serve as trusted advisors to your clients, working with them to make clear, Data Driven choices about where to play and how to win in order to drive growth and unlock enterprise value.

  • Apply your technical acumen of Cloud Computing, Cybersecurity, IT infrastructure and services in the development and deployment of enterprise level IT / Security Policies, strategies, and plans.

  • Confirm your enterprise ensures that corporate IT assets are properly protected against intrusion and damage via the installation of Firewalls, virus scanners, port blockers, Access Control lists, Physical Security measures, and other security measures.

  • Be certain that your enterprise performs and coordinates design, development, evaluation, analysis, and/or Quality Control functions on advanced and complex engineering projects; and develops solutions to technical problems specifically.

  • Establish that your strategy complies; solutions support Enterprise Information Management, Master Data Management, Business Intelligence, Machine Learning, Data Science, and other business interests.

  • Make sure that your group communicates, advocates, and influences the adoption of target Information Architecture and Enterprise Architecture to reduce enterprise complexity and maximize investments in relevant business and technology capabilities.

  • Engage with the customer at the Enterprise Architecture level to strategically align the demand for new technical capabilities and the services provided the ecosystem.

  • Establish that your enterprise purchases Capital Expenditure items and equipment needed by the lab.

  • Ensure your enterprise understands acceptable performance limits and establishes and leads management routines and control plans to monitor performance and react accordingly when the process is out of acceptable limits.

  • Lead Enterprise Platform: Problem Solving, as performing incident, Problem Management and audit support associated with the enterprise Windows Server infrastructure.

  • Ensure your organization partners with business leaders/champions and solution delivery teams to identify Key Performance Indicators, Business Requirements and measures to support and deliver the Enterprise Business Intelligence Strategy.

  • Establish that your enterprise complies; cross Functional Management and teamwork skills able to manage relationships across multiple teams of people.

  • Control Enterprise Platform: design, document and remediate Enterprise Risks in areas as network connectivity, application Data Flow, Emerging Technologies and Business Processes.

  • Be accountable for designing and implementing an analytics platform for your users to measure the performance of maintenance operations.

  • Make sure that your organization translates Technical Specifications, and/or logical and physical design into code for new or enhancement projects for internal clients.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Enterprise Platform 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 Enterprise Platform improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the Enterprise Platform Security risks?

  2. What qualifications are needed?

  3. What is the risk?

  4. How do you measure efficient delivery of Enterprise Platform services?

  5. Consider your own Enterprise Platform project, what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

  6. What is a feasible sequencing of reform initiatives over time?

  7. Where do the Enterprise Platform decisions reside?

  8. What qualifications are necessary?

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

  10. Risk identification: what are the possible risk events your organization faces in relation to Enterprise Platform?

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

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

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

  4. Closing Process Group: Did the Enterprise Platform Project Team have enough people to execute the Enterprise Platform 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 Enterprise Platform 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 Enterprise Platform Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Enterprise Platform 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 Platform 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 Platform 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 Platform 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 Platform 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 Platform project with this in-depth Enterprise Platform Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Enterprise Platform 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 Platform 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 Platform investments work better.

This Enterprise Platform 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.