Save time, empower your teams and effectively upgrade your processes with access to this practical Mobile Banking Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Mobile Banking 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 Mobile Banking specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Mobile Banking 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 Mobile Banking improvements can be made.
Examples; 10 of the 995 standard requirements:
- How have banking organizations adopted additional control layers, as multifactor authentication, to help offset unsecure user behavior for customer facing mobile banking apps?
- How important is it to you that your bank of choice upgrade the mobile banking app or mobile website to remain up to date with new features and capabilities?
- Is there a theme you can discern in the thousands of pages of regulatory guidance issued in recent years on strong authentication for remote banking?
- How do you improve your communication strategy to more effectively target different segments and increase uptake of your new mobile banking offering?
- What about all the production printing technology that banks have invested in through the years to deliver paperbased financial information?
- How is the charter type of the financial organizations related to the adoption of the mobile banking service features and security methods?
- How do you keep up with rapidly changing technologies in a mobile ecosystem with multiple platforms and hundreds of device configurations?
- What purchase amount limit would be most appealing to you when using your smartphone to make a mobile payment for in store purchases?
- Do you address how, if at all, the ability of your organization to use online or mobile banking services to serve a membership area?
- What are the opportunities and challenges that legislation and regulation will most likely bring to the future business of banking?
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 Mobile Banking book in PDF containing 995 requirements, which criteria correspond to the criteria in...
Your Mobile Banking 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 Mobile Banking Self-Assessment and Scorecard you will develop a clear picture of which Mobile Banking 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 Mobile Banking 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 Mobile Banking projects with the 62 implementation resources:
- 62 step-by-step Mobile Banking Project Management Form Templates covering over 1500 Mobile Banking project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Did the additional works introduce minor or non-substantial changes to performance, as described in the contract documents?
- Procurement Audit: Is authorization required to make changes to the purchase order file?
- Procurement Audit: Was the chosen procedure the most efficient and effective for the performance of the contract?
- Monitoring and Controlling Process Group: Overall, how does the program function to serve the clients?
- Contractor Status Report: What are the minimum and optimal bandwidth requirements for the proposed solution?
- Cost Management Plan: Is a pmo (Mobile Banking project management office) in place and provide oversight to the Mobile Banking project?
- Change Request: Customer acceptance plan how will the customer verify the change has been implemented successfully?
- Formal Acceptance: What lessons were learned about your Mobile Banking project management methodology?
- Change Management Plan: What is the worst thing that can happen if you communicate information?
- Activity Duration Estimates: How does a Mobile Banking project life cycle differ from a product life cycle?
Step-by-step and complete Mobile Banking Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Mobile Banking project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Mobile Banking project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Mobile Banking 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 Mobile Banking 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 Mobile Banking 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 Mobile Banking 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 Mobile Banking project with this in-depth Mobile Banking Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Mobile Banking 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 Mobile Banking 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 Mobile Banking investments work better.
This Mobile Banking 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.
