IT Automation Toolkit

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Partner and coordinate with the Internal IT SOX process team, external auditors, management, and other testing groups to best address relevant audIT Risks to your organization, improve your organizations Control Environment, reduce redundant testing, and anticipate future team requirements.

More Uses of the IT Automation Toolkit:

  • Lead the development and adoption of the IT Governance framework across the IT Organization.

  • Develop, implement, and maintain server administrative authorization for the purpose of having Policies and Procedures.

  • Liaise and communicate with site users and vendors to ensure Control Systems operate to maximum effect, and as per it IT Automation Strategy.

  • Standardize: in working with others, Problem Solving with data frequently requires independent interpretation of guidelines; and Problem Solving with equipment is moderate to significant.

  • Be accountable for scripting with bash, Windows batch, PowerShell, and Python for IT Automation or general programming.

  • Be accountable for cutting edge as an IT Service Provider, focused on delivering the latest and greatest to your clients, while keeping Business Objectives in the front of your minds.

  • Evaluate: conduct research on network/server products, services, standards, and Best Practices for the purpose of remaining current.

  • Communicate with Management And Leadership to provide regular updates on billing progress and status.

  • Administer systems and servers related to the network for the purpose of ensuring availability of services to authorized users.

  • Ensure your operation develops, implements, and leads key Process Improvement efforts and influences cross functional efforts.

  • Align with vendor roadmap and make Strategic Decisions to expand Automation Service offerings for your organization.

  • Be certain that your organization maintains records of compliance activities and reports compliance activities to the Compliance Office.

  • Ensure you track and report on any applicable Information security deficiencies, conditions, weaknesses, findings, and gaps identified by audits, review, Security Control assessments, and tests.

  • Organize: automation as an IT Organization, you strive to let technology do as much of your work for you as you can.

  • Control: direct significant, unresolved, or recurring issues to the next level of Support Personnel immediately.

  • Ensure you support the Project Team on Automation or Performance Testing by creating and executing Automation/Performance scripts.

  • Prepare Functional Specifications for implementations, enhancements, integrations, custom reporting, and other technology projects.

  • Confirm your enterprise oversees implementation of Data Center hardware and software to ensure your organizations best interests.

  • Be accountable for engineering roadmap items constantly improving your Systems And Solutions to meet ever changing needs and issues.

  • Introduce concrete plans for IT Automation, Process Improvement, efficiency, Cost Management, and end User Support.

  • Provide security guidance in collaboration with other technical and Management Teams, ensuring Security Principles are being upheld and no violations of Security Policy is taking place.

  • Collaborate with the Network System Engineering and outside Consulting Services in protecting your organizations data, systems and Intellectual Property.

  • Warrant that your business understands complex source systems in order to recreate different scenarios for testing and analysis.

  • Evaluate: conduct Process Requirements sessions with key business users and deliver Business Requirements documents to Process Owners and automation function leadership.

  • Organize: work alongside the It Management to facilitate day to day it end User Services and Production Environment resources.

  • Identify Opportunities For Improvement in existing process and automate the process using RPA or WFM software.

  • Utilize the selected Low Code platform for creating Data Models, user forms, user groups, and Business Rules.

  • Support development of a chargeback model for the enterprise Automation Service and provide oversight of the Enterprise Service Providers operations and sustaining costs.

  • Develop assessment Test Plans, assessment reports, and provides remediation or mitigation strategies.

  • Ensure you consult; lead process testing and documentation to achieve consistency and efficiency, you need updated and thoroughly tested processes.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the IT 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 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 IT Automation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are you assessing IT Automation and risk?

  2. What is your IT Automation strategy?

  3. How and when will the baselines be defined?

  4. Why is this needed?

  5. In the past few months, what is the smallest change you have made that has had the biggest positive result? What was it about that small change that produced the large return?

  6. Who are the IT Automation decision makers?

  7. Can you do IT Automation without complex (expensive) analysis?

  8. Are the assumptions believable and achievable?

  9. What would have to be true for the option on the table to be the best possible choice?

  10. Which needs are not included or involved?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 IT 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 IT Automation project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose IT 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 IT 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 IT Automation investments work better.

This IT 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.