Field force automation Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Field force 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 714 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Field force automation improvements can be made.

Examples; 10 of the 714 standard requirements:

  1. Is Field force automation dependent on the successful delivery of a current project?

  2. How are we doing compared to our industry?

  3. Who is On the Team?

  4. What quality tools were useful in the control phase?

  5. Are you failing differently each time?

  6. Which Stakeholder Characteristics Are Analyzed?

  7. Who are you going to put out of business, and why?

  8. What are current Field force automation Paradigms?

  9. For your Field force automation project, identify and describe the business environment. is there more than one layer to the business environment?

  10. What threat is Field force automation addressing?


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 Field force automation book in PDF containing 714 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Field force automation Project Management Form Templates covering over 6000 Field force automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: How can you use Microsoft Field force automation project and Excel to assist in Field force automation project risk management?

  2. Requirements Documentation: How will Requirements be documented and who signs off on them?

  3. Human Resource Management Plan: Are Field force automation project team roles and responsibilities identified and documented?

  4. Planning Process Group: Does the programme have follow-up mechanisms (to verify the quality of the products, punctuality of delivery, etc.) to measure progress in the achievement of the envisaged results?

  5. Project or Phase Close-Out: What stakeholder group needs, expectations, and interests are being met by the Field force automation project?

  6. Procurement Audit: Are cases of double payment duly prevented and corrected?

  7. Change Management Plan: Do the proposed users have access to the appropriate documentation?

  8. Procurement Audit: Are there mechanisms for evaluating the departments suppliers performance in relation to prices, quality, delivery and innovation?

  9. Stakeholder Management Plan: Are the appropriate IT resources adequate to meet planned commitments?

  10. Activity Duration Estimates: Are procedures defined by which the Field force automation project scope may be changed?

 
Step-by-step and complete Field force automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Field force automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Field force 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 Field force 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 Field force 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 Field force 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 Field force automation project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Field force 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 Field force 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 Field force automation investments work better.

This Field force 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    It is a pleasure to know about new tools to improve our performance. Let me congratulate to you about your new achievement.

    Posted by Marta C. on 2nd Jul 2018

    MARTA C., Cybersecurity and Antifraud Consultant

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 5th Jun 2018

    BRETT O. Strategist

  • 5
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 4th Jun 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 4th Jun 2018

    Nguyen Hoang Vu

  • 5
    DAVID T. Software Consultant

    Posted by DAVID T. on 4th Jun 2018

    Quality is a topic that is very important for me right now, and it should be important for every team. This book contains a self-assessment that can be useful for your organization to find out where you currently are. If you struggle to ask the right questions about your efforts, this book will give many of them, and a way to score your answers

  • 5
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 3rd Jun 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 2nd Jun 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 5
    ctmfile.com

    Posted by ctmfile.com on 2nd Jun 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    cake.hr

    Posted by cake.hr on 4th May 2018

    The Verdict: The Complete Self-Assessment package ticks a lot of checkboxes, especially for businesses testing the waters for decision making and performance enhancement and for companies that can not have a full-time professional on payroll to guide the initial implementation of their drive.