Enterprise Services Toolkit

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Standardize Enterprise Services: management of locally defined application systems and execution of transition plans to standards based technology consistent with architecture and standards principles.

More Uses of the Enterprise Services Toolkit:

  • Maintain and administer Enterprise Services, security protection mechanisms, automation scripts or system maintenance/monitoring automation to improve uptime and reduce support.

  • Control Enterprise Services: work closely with all levels of Enterprise Services to deploy and support your mainframe infrastructure and application stack.

  • Coordinate with other engineering professionals to provide Enterprise Services technical implementation support in broad area of technology as compute and storage (Cloud/Private/Hybrid), virtualization.

  • Assure your corporation develops Cost Benefit Analysis methodology for initial hardware, software and ongoing operational costs for cost recovery of Enterprise Services.

  • Confirm your business maintains and enhances existing Enterprise Services, applications, and platforms using Domain Driven Design and Test Driven Development.

  • Ensure your business develops Cost Benefit Analysis methodology for initial hardware, software and ongoing operational costs for cost recovery of Enterprise Services.

  • Support the secure and efficient migration of Enterprise Services to the Cloud, while ensuring optimal security posture of existing on premise services.

  • Drive Enterprise Services: work closely with all levels of Enterprise Services to deploy and support your mainframe infrastructure and application stack.

  • Arrange that your corporation defines requirements, strategy, solutions, and standards for IT Operations and Service Delivery to meet Business Needs and adhere with Enterprise Architecture and security standards.

  • Organize Enterprise Services: design, build and implement Enterprise Class systems for a production environment, framework with overall business and technology strategy.

  • Ensure you introduce; lead Business Analysts enable the transformation and Performance Improvement of an enterprise or its parts, with respect to people, process and technology, by providing relevant capabilities, assets (human and non human), processes and tools.

  • Provide insight and reporting on third party relationship and performance related matters; help develop and maintain enterprise level SLA reporting and requirements.

  • It support all architectural disciplines and champions architectural initiatives supporting USV Enterprise Operating System (EOS).

  • Systematize Enterprise Services: enterprise operations technologies oversees the critical functions of application environment management, from middleware to Application Services to end point design.

  • Direct Enterprise Services: data catalog work across your organization to build and implement an enterprise wide solution to collect metadata, combined with Data Management and search tools.

  • Govern Enterprise Services: design/architect/ implement/deploy scalable and fault tolerant Enterprise Solutions for data platforms, integration and analytics.

  • Make sure that your enterprise provides expertise and Thought Leadership in understanding overall business maturity and establishes your organization case and roadmap regarding Business Process, governance, commercial KPIs, technology and systems capabilities.

  • Methodize Enterprise Services: delivery of complex enterprise level infrastructure solutions across a wide range of platforms and international businesses.

  • Ensure hardware and software end of sale, life and support information for the enterprise infrastructure organization (buy, sell, hold, divest) is updated in Asset Management tools.

  • Arrange that your corporation complies; analysts work on your centralized Enterprise Analytics team to analyze Consumer Data, develop Data Visualizations, and perform various Advanced Analytics activities.

  • Identify Enterprise Services: conduct assessments of Threats And Vulnerabilities to determine deviations from acceptable configurations, enterprise or local policy.

  • Be accountable for ensuring usage / demand of enterprise IT Operations and Service Delivery actual versus planned expenditures are monitored.

  • Ensure you supervise; lead business architects determine the best way for an enterprise to turn the lead Business Strategy into an actionable plan, enabled through strategic technology investments.

  • Pilot Enterprise Services: design, architecture and develop solutions for Application Integration and work with application architects for successful integration with Enterprise Applications involving complex/critical security models, visualization delivery and APIs.

  • Standardize Enterprise Services: direct and lead collaboration between Enterprise Systems and procurement, legal, and finance organizations to maximize contract value and Mitigate Risk.

  • Ensure your enterprise maintains formal and informal contact with customers and management regarding any issues affecting performance or cost and makes decisions affecting subcontractor supplier status.

  • Guide Enterprise Services: centrally capture all Business Requirements across the portfolio in an enterprise tool with traceability of requirements to Test Plans and Test Cases.

  • Devise Enterprise Services: secure enterprise information by determining security requirements, evaluating Business Needs, and adhering to federal and industry security standards.

  • Confirm your enterprise ensures critical mission systems are in compliance and consistent with your organizations It Security Program and enhance interoperability and integration for Business Applications and IT infrastructure.

  • Manage work on complex business issues, which have a significant impact to the enterprise and across enterprise processes and functions due to the integration of ERP.

  • Arrange that your corporation creates and maintains Technical Specifications for the purchase of Goods And Services related to facilities maintenance and repair.

  • Cultivate an Operating System that helps translate vision and goals into outcomes delivered with autonomy.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are the uncertainties surrounding estimates of impact?

  2. What are internal and external Enterprise Services relations?

  3. What system do you use for gathering Enterprise Services information?

  4. How would you define the culture at your organization, how susceptible is it to Enterprise Services changes?

  5. Which individuals, teams or departments will be involved in Enterprise Services?

  6. Who will provide the final approval of Enterprise Services deliverables?

  7. What is the smallest subset of the problem you can usefully solve?

  8. Who gets your output?

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

  10. Which measures and indicators matter?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Enterprise Services 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 Services 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 Services investments work better.

This Enterprise Services 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.