Omnichannel Retail Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Omnichannel Retail 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Omnichannel Retail improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How will retailers treat customers when the call is made, or what will the clerks approach be to ensure each customer leaves a satisfied customer, and in all likelihood, return over and over again?

  2. Are you marketing your omnichannel returns program as a key value proposition for your customers, and are processes in place to ensure a high-quality, frictionless customer experience?

  3. Will your organization be on the front lines charging ahead with a bold omnichannel customer experience strategy or scrambling to defend its business as other companies gain ground?

  4. What are the key strategic investments in technology retailers must be committed to when deploying omnichannel strategies in order to deliver services profitably?

  5. Does the system provide the ability to apply business rules for order processing, as payments, inventory availability, address validation, fraud and so on?

  6. How has analytics provided a foundation for true omnichannel communication and relationship-building with customers and prospects on a one-to-one basis?

  7. Do you have an omnichannel approach Ð internally across all online and offline channels, and externally with any partnerships, alliances and vendors?

  8. Is the slow progress due to a lack of interest or investment from organization leaders, or is there a gap in staff skill sets, or a combination of?

  9. Does the system store data that can be used for business intelligence as reports related to customer segmentation, orders, inventory, providers?

  10. What do other organizations need to do to better understand customer preferences and intent to drive more personalized omnichannel interactions?


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 Omnichannel Retail book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Who should be notified of the occurrence of each of the risk indicators?

  2. Lessons Learned: How well were your expectations met regarding the extent of your involvement in the Omnichannel Retail project (effort, time commitments, etc.)?

  3. Lessons Learned: How closely did deliverables match what was defined within the Omnichannel Retail project Scope?

  4. Change Request: How can you ensure that changes have been made properly?

  5. Procurement Audit: Has the award included no items different from the already stated contained in bid specifications?

  6. Activity Duration Estimates: What are the largest companies that provide information technology outsourcing services?

  7. Cost Management Plan: Does the schedule include Omnichannel Retail project management time and change request analysis time?

  8. Probability and Impact Matrix: Is the number of people on the Omnichannel Retail project team adequate to do the job?

  9. Risk Management Plan: Risks should be identified during which phase of Omnichannel Retail project management life cycle?

  10. Activity Duration Estimates: Are operational definitions created to identify quality measurement criteria for specific activities?

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

1.0 Initiating Process Group:

  • 1.1 Omnichannel Retail project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Omnichannel Retail project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Omnichannel Retail 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 Omnichannel Retail 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 Omnichannel Retail 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 Omnichannel Retail 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 Omnichannel Retail project with this in-depth Omnichannel Retail Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Omnichannel Retail 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 Omnichannel Retail 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 Omnichannel Retail investments work better.

This Omnichannel Retail 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.