IT Cost Optimization Toolkit

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Organize IT Cost Optimization: through diligent research and analysis, your commercial lines department develops products and services that truly benefit your members.

More Uses of the IT Cost Optimization Toolkit:

  • Ensure you want to help build a better organization because it is good for you and the person sitting next to you.

  • Manage work with Product Marketing/management to structure and format content so that it aligns with sales messaging, learning design, and the consumption needs of field sales organization.

  • Head IT Cost Optimization: direct the strategic design, acquisition, management, and implementation of an enterprise wide technology infrastructure.

  • Manage work with IT Leadership to create the Strategic Roadmap for platforms/systems.

  • Assure your organization coordinates with the IT service lines to design, implement and support enhancements to IT systems acting as a vendor liaison for stakeholders.

  • Establish IT Cost Optimization: Data Gathering skills when working across a customers IT organization; leading to a top level Solution Design.

  • Organize IT Cost Optimization: review, edit and develop internal/external content ensuring it meets insights content standard.

  • Advise system owners on all matters, technical and otherwise, involving the security of assigned IT systems.

  • Control IT Cost Optimization: Agile it is your organization built around the cloud and offers a variety of Cloud Solutions for your customers.

  • Ensure all team members work closely with other IT teams, Information security, Human Resources, and Business Units.

  • Refine the divisions strategic plan and implement it by directing staff resources and annual Work Plans, administering the divisions annual budget, and creating Standard Operating Procedures that increase efficiency.

  • Perform research to provide account intelligence, identify Key Stakeholders, and also build relationships and identify workloads in considerations with IT decision makers and practitioners.

  • 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.

  • Audit IT Cost Optimization: Data Gathering skills when working across a customers IT organization; leading to a top level Solution Design.

  • Itil knowledge for methods and processes (IT service strategy, Service Design it, IT Service Transition, service operation it, it continual service improvement), Service Level Agreement.

  • Develop and owns the Technology Roadmap providing direction and definition of the IT Infrastructure Architecture to effectively and efficiently support the Business Strategy.

  • Lead IT Cost Optimization: work closely with It Management and functional business teams on it deliverables, schedules, resource and costs supporting a portfolio of projects and programs.

  • Apply appropriate Project Management practices and techniques to facilitate meetings with each software selection committee, vendors, IT teams, and It Management.

  • Devise and establish IT policies and systems to support the implementation of the overall organization strategies.

  • Ensure you bolster; respond to client inquiries and provide individualized advice to IT user clients (CIOs, CISOs, security managers) or vendor clients (Product Development and marketing).

  • Collaborate and communicate with other departments IT support staff on all system changes, direction, planned upgrades, and other matters pertaining to the application.

  • Ensure you address; respond to client inquiries and provide individualized advice to IT user clients (CIOs, CISOs, security managers) or vendor clients (Product Development and marketing).

  • Develop prototype of the System Design and work with database, operations, Technical Support and other IT areas as appropriate throughout development and implementation processes.

  • Manage advanced knowledge in the processes and tools used in monitoring a complex IT environment.

  • Be accountable for handling finished product, placing it continuously in trays or assembly lines to be shipped to your customers.

  • Ensure your initial accomplishments come through understanding a large and diverse organization, and your working relationships with the internal stakeholders and managers on IT controls with Business Processes.

  • Be accountable for working knowledge with common IT technologies as Windows Server, Linux/Unix, Databases, Active Directory/LDAP, Virtualization, end user devices etc.

  • Modify existing software to correct errors, allow it to adapt to new hardware, or to improve performance.

  • Collaborate and engage with the service provider IT teams to review the application maintenance and stability plans for the Application Portfolio to ensure that point of failures are addressed, risks have mitigation/contingency actions identified and problems are resolved.

  • Establish that your corporation complies; influences Solution Design by providing insight and consultation at design sessions with IT teams to help translate requirements into workable business solutions.

  • Confirm your group participates in the creation of Total Cost of Ownership (TCO) models for large and complex projects.

  • Drive Enterprise Architecture solutions, framework, roadmap, program optimization and Process Engineering in a high velocity culture by introducing technology, requirements, deliverables, gaps and Systems Design.

  • Steer IT Cost Optimization: accountability for effectively managing cros by engaging with executive teams, by driving growth at existing cros and through the expansion to new partners.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Ask yourself: how would you do this work if you only had one staff member to do it?

  2. How sensitive must the IT Cost Optimization strategy be to cost?

  3. Can the solution be designed and implemented within an acceptable time period?

  4. Is it clearly defined in and to your organization what you do?

  5. Who will be responsible for deciding whether IT Cost Optimization goes ahead or not after the initial investigations?

  6. What assumptions are made about the solution and approach?

  7. Who qualifies to gain access to data?

  8. Who else should you help?

  9. How do you go about securing IT Cost Optimization?

  10. What is the extent or complexity of the IT Cost Optimization problem?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 IT Cost Optimization Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 IT Cost Optimization 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 IT Cost Optimization 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 IT Cost Optimization 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 Cost Optimization 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 Cost Optimization project with this in-depth IT Cost Optimization Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose IT Cost Optimization 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 Cost Optimization 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 Cost Optimization investments work better.

This IT Cost Optimization 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.