iPaaS Toolkit

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Ensure integrated communications supports the marketing communications team by developing multi channel integrated communications strategies and tactics beyond traditional media channels to support broader integrated campaigns.

More Uses of the iPaaS Toolkit:

  • Contribute thought leadership to the development and evolution of your Digital Enablement methodologies and build the framework and infrastructure to provide connectivity (APIs) to core business applications.

  • Devise: infrastructure and asynchronous integration to a wide variety of enterprise systems using appropriate middleware frameworks.

  • Ensure you can build a holistic product vision and build individual product solutions that fit into that bigger holistic system.

  • Be accountable for leading a team of associate product managers, front and back end engineers, data analysts with dotted lines into brand and design, SEO Analytics and Product Marketing.

  • Methodize: work closely with the business to gather requirements for meaningful infrastructure that drive effective analytics solutions for end users.

  • Arrange that your organization sales of your SaaS solution is based on an Annual subscription fee, so targets are based on Annual Contract Value (ACV).

  • Develop: work closely with sales management and account executives to develop targeted contact lists, call strategies, and messaging to drive opportunities.

  • Provide overall management of the integration development center of expertise and remain current with integration tools, technology and leading practices.

  • Devise: conduct short free online consultations with customers and prospects on api, microservices and ipaas strategies and solutions to gain trust.

  • Use query and control languages, program, create complex reports, deal with database management systems, and provide technical support.

  • Oversee and contribute to the regular development of press materials that support corporate and marketing initiatives, executive and internal communications.

  • Deploy creative strategies to utilize analyst data and insights in the media program to achieve favorable press coverage.

  • Be certain that your organization shapes and communicates key messages that effectively convey your organizations purpose and values, business strategy, and the value of its people and portfolio.

  • Initiate: customer support engineers also work closely with your product and engineering teams providing customer feedback to help identify new features and functions.

  • Be accountable for building integrations and technical solutions to meet the functional and non functional requirements of the clients businesses.

  • Be accountable for existing technologies are assembled into new business services to better align with the changing pace of new business demands.

  • Manage to have a hand in building a new reporting infrastructure from the ground up to support a robust and meaningful business intelligence platform that serves the whole organization.

  • Arrange that your organization identifies opportunities for process improvement in data collection, data analysis, business processes, and enterprise engagement with reporting.

  • Confirm your organization participates in bi product evaluations and business decisions to ensure fit and scale into the platform and your organization.

  • Provide leadership to the Data and Application Integration, Center of Excellence team by developing and communicating middleware based integration architecture, strategies, guidelines, standards, and leading practices.

  • Support business case modeling, and deep dive analysis for software selections to determine alignment with strategic business initiatives.

  • Ensure that the Application meets quality standards by designing test methods, driving test planning, monitoring test execution, and issue tracking.

  • Manage knowledgeable about sales enablement space with developed skills, processes, and behavior for optimizing every interaction.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the iPaaS 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which iPaaS improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. How should your organization regulate or control the digital interface specifications of the various components (resources) so as to facilitate faster, economical, and effective resource integration?

  2. Are you moving from an older legacy integration platform, consolidating multiple platforms to a single standard or starting from scratch with a new platform built for a hybrid/multi-cloud world?

  3. Are you primarily a single-vendor shop (having organized around a primary cloud platform, ERP or database) and can cost-effectively benefit from bolt-on integration tools?

  4. What are the processes, procedures and SLAs for implementing and maintaining cloud to on-premise, cloud to cloud as well as on-premise to on-premise integrations?

  5. When will iPaas support cloud service integration and when users will be best served by traditional integration middleware or outsourcing services?

  6. How can organizations ensure business continuity throughout a migration project - with a guarantee of zero disruption to mission-critical services?

  7. Do you move efficiently enough to seize opportunities and enhance your competitive advantage without losing your focus on longterm goals?

  8. What strategies are you using to educate yourself about new markets, and to understand the objectives of key regulators and policymakers?

  9. Has your organization created APIs to expose internal data as a service to other internal departments or external customers and partners?

  10. How do you take full control of your hybrid, multi-cloud environment to meet the ever-changing demands of data-driven transformation?

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 iPaaS book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Have process improvement efforts been completed before requirements efforts begin?

  2. Executing Process Group: What iPaaS projects and services are in the portfolio of your organization?

  3. Probability and Impact Matrix: My iPaaS project leader has suddenly left your organization, what do you do?

  4. Human Resource Management Plan: Is it standard practice to formally commit stakeholders to the iPaaS project via agreements?

  5. Variance Analysis: Are the wbs and organizational levels for application of the iPaaS projected overhead costs identified?

  6. Human Resource Management Plan: Have the key elements of a coherent iPaaS project management strategy been established?

  7. Procurement Audit: Are procedures established so that vendors with poor quality or late delivery are identified to eliminate additional dealings with that vendor?

  8. Procurement Audit: Does the strategy ensure that the best supplier is chosen considering: price, quality, service, dependable operation, internal operation costs, life time operation costs and codes of ethic?

  9. Risk Register: Recovery actions - planned actions taken once a risk has occurred to allow you to move on. What should you do after?

  10. Scope Management Plan: Organizational policies that might affect the availability of resources?

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

1.0 Initiating Process Group:

  • 1.1 iPaaS project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose iPaaS 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 iPaaS 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 iPaaS investments work better.

This iPaaS 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.