IT Optimization Toolkit

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Identify IT Optimization: technical knowledge in field to field Data Mapping, conversion validation, system and security configuration, System Integration testing, and User Acceptance Testing.

More Uses of the IT Optimization Toolkit:

  • Confirm your operation ensures that a set of IT products, suppliers and vendors come together to deliver an IT service.

  • Develop, implement and manage reporting of IT metrics and Service Level Agreements that effectively measure team and vendor performance and are in line with the needs of the business.

  • Organize IT Optimization: monitor and track compliance to IT incident tracking system to ensure compliance to Service Level Agreements (SLAs), quick resolution of problems and communicate with users on resolution and follow up activities as appropriate.

  • Be accountable for considering system and server upgrades with It Managers.

  • Establish that your organization provides timely updates to Program Management, functional leads, IT PMO, and Key Stakeholders by producing regular Status Reports and steering governance updates.

  • Coordinate IT Optimization: regularly advise customer executive sponsors and stakeholders regarding the design, development, and operation of the integrated CPQ and billing solution as it pertains to critical business and technical objectives.

  • Be accountable for generating reports for IT department and business leaders to evaluate the efficacy of the Security Policies in place.

  • Collaborate with corporate wide IT team members to build and maintain positive, productive team relationships.

  • Add to designs application infrastructure by working closely with the Solution specialization to understand the Application Blueprint of the solution and document the technical detail to realize the solution infrastructure aligned to IT Architecture standards.

  • Coordinate IT Optimization: alongside the General management and team leads, help individual IT consultants and teams develop, improve, and achieve expectations related to Service Delivery and general consulting.

  • Participate as a member of the Engineering team and provide input as it relates to standards and processes.

  • Keep abreast of the latest trends and changes in UI/UX and Digital Marketing as it pertains to customized products.

  • Ensure you facilitate; lead process changes; communicate IT goals, activities and accomplishments to the business.

  • Create and update appropriate technical and procedural documentation; conduct and/or coordinate training for IT staff and end users.

  • Ensure your organization participates in the development of the IT roadmap by judging the appropriateness of new IT Strategy, developments, applications and processes and advising the business and IT on potential improvement opportunities .

  • Govern IT Optimization: work as part of virtualization engineering team to convert requirements into solutions based on IT standards and usage guidelines.

  • Pilot IT Optimization: act as a liaison between maintenance and information technology in helping gather user requirements and ensure the successful implementation of an IT project.

  • Execute testing of multiple IT assurance and advisory engagements in accordance with standards and expectations set forth in your Internal Audit Charter and the IT Audit profession.

  • Methodize IT Optimization: work closely with the IT Business Analysts and Enterprise Administration to support Strategy, Planning and Governance of technology solutions and investments for business partners.

  • Coordinate with team members, to upload the relevant document in Knowledge Management portals and keep it updated with the latest document.

  • Collaborate with business and IT teams and comply with Waterfall/Agile principles during the entire life cycle of project.

  • Manage IT Operations and Software Development to oversee code releases across your organization.

  • Collaborate with the Enterprise Architecture, consulting partners and client IT team as warranted to establish and implement strategic initiatives.

  • Warrant that your operation supports the corporate IT department in overseeing organization Patch Management activities.

  • Drive architecture considerations and white boarding sessions with the customers business, IT and architecture teams to modernize, optimize and transform the customers IT platform and infrastructure.

  • Direct IT Optimization: implement security measures across your organizations IT infrastructure, and ensuring your data and network is effectively protected.

  • Be certain that your organization identifies duplicated orders to the Client Services and IT teams.

  • Manage cloud requirements and support collaboration tools and IT Shared Services efforts.

  • Pilot IT Optimization: act as a liaison between the business and it Communities to help bridge the gap between business problems and technology solutions.

  • Make sure that your group complies; controls solution by establishing specifications; coordinates production with Software Engineers, Database Administrators and IT infrastructure personnel.

  • Ensure your business assess editorial optimization opportunities for new and existing content and create project plans for management approval.

  • Supervise IT Optimization: Risk Management and development of mitigation plans with buyer, supplier, supplier performance team technical Service Management, Supplier Quality Managers and internal customers.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. When is Root Cause Analysis Required?

  2. What is the total fixed cost?

  3. What is the estimated value of the project?

  4. Among the IT Optimization product and service cost to be estimated, which is considered hardest to estimate?

  5. Are the IT Optimization requirements complete?

  6. Who is the main stakeholder, with ultimate responsibility for driving IT Optimization forward?

  7. What kind of analytics data will be gathered?

  8. How will you know when its improved?

  9. What can be used to verify compliance?

  10. How do you encourage people to take control and responsibility?

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

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

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

  4. Closing Process Group: Did the IT Optimization project team have enough people to execute the IT 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 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 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 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 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 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 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 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 Optimization project with this in-depth IT Optimization Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose IT 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 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 Optimization investments work better.

This IT 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.