Save time, empower your teams and effectively upgrade your processes with access to this practical Intelligent Banking Operations Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Intelligent Banking Operations 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 Intelligent Banking Operations specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Intelligent Banking Operations 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 Intelligent Banking Operations improvements can be made.
Examples; 10 of the 999 standard requirements:
- How does the already automated manufacturing industry harness AI and the real time data analytics capabilities to make more real time decisions that increase productivity and improve competitiveness?
- How can banks help clients harness the power of AI, especially in terms of providing valuable and actionable data analytics and rapidly and accurately automating administrative processes?
- Does the core financial system provide the capability to enter, edit, and store transactions in the current accounting period for automatic processing in a future accounting period?
- Does the core financial system provide the capability to automatically associate a default accounting period for each transaction, while allowing for user override?
- Does the system allow a payment request to be removed from the automated scheduling stream and to be scheduled as a manual payment by an authorized official?
- Does the system have the capability to enable maximum employee access to self service personal benefits information and automated transaction processing?
- Does your organization being used digitize the images, creating an operational remittance file that the provider can use to automate back end processes?
- Do you automate the provision of information about your customers and the payments from your systems rather than having to run costly manual processes?
- Is it possible to completely automate the process of translating information from raw credit files into attributes/scores without human intervention?
- Does the core financial system provide the capability to automatically generate electronic routing and status messages to individuals or groups?
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 Intelligent Banking Operations book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Intelligent Banking Operations 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 Intelligent Banking Operations Self-Assessment and Scorecard you will develop a clear picture of which Intelligent Banking Operations 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 Intelligent Banking Operations 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 Intelligent Banking Operations projects with the 62 implementation resources:
- 62 step-by-step Intelligent Banking Operations Project Management Form Templates covering over 1500 Intelligent Banking Operations project requirements and success criteria:
Examples; 10 of the check box criteria:
- Schedule Management Plan: Are the processes for schedule assessment and analysis defined?
- Milestone List: It is to be a narrative text providing the crucial aspects of your Intelligent Banking Operations project proposal answering what, who, how, when and where?
- Procurement Audit: Where an electronic auction was used to bid, were all required specifications given equally to tenderers?
- Procurement Audit: Are procedures established so that vendors with poor quality or late delivery are identified to eliminate additional dealings with that vendor?
- Stakeholder Management Plan: Is the Intelligent Banking Operations project sponsor clearly communicating the business case or rationale for why this Intelligent Banking Operations project is needed?
- Cost Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?
- Lessons Learned: What was helpful to know when planning the deployment?
- Probability and Impact Matrix: What action would you take to the identified risks in the Intelligent Banking Operations project?
- Responsibility Assignment Matrix: Identify potential or actual budget-based and time-based schedule variances?
- Cost Estimating Worksheet: Ask: are others positioned to know, are others credible, and will others cooperate?
Step-by-step and complete Intelligent Banking Operations Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Intelligent Banking Operations project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Intelligent Banking Operations project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Intelligent Banking Operations 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 Intelligent Banking Operations 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 Intelligent Banking Operations 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 Intelligent Banking Operations 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 Intelligent Banking Operations project with this in-depth Intelligent Banking Operations Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Intelligent Banking Operations 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 Intelligent Banking Operations 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 Intelligent Banking Operations investments work better.
This Intelligent Banking Operations 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.
