Omnichannel Retailing Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Omnichannel Retailing 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 998 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 Retailing improvements can be made.

Examples; 10 of the 998 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. Have you done everything in your power to create a seamless brand experience for consumers, and still find that traditional retail causes inconsistencies for your brand?
   
   

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

4. Do your merchandising, sourcing, production, and finance teams all have the same visibility into cross channel demand in order to coordinate strategies?
   
   

5. 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?
   
   

6. What steps should retailers implement to mitigate the risks from catastrophic failures and disruptions occasionally thrown up by technology?
   
   

7. Why do nearly half of retailers perceive themselves as having made no progress, or very little progress, in completing Omnichannel journey?
   
   

8. Do you know your best/worst sellers at any given time, in any or all of your channels Ecommerce, brick and mortar store or wholesale?
   
   

9. How do you ensure that your Omnichannel retailing strategy is a way to profitable business in addition to creating happier customers?
   
   

10. How do you use Omnichannel communication tactics, as email and push notifications, to communicate better with customers in transit?
    
    


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 Retailing book in PDF containing 998 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Activity Duration Estimates: Why is it important to determine activity sequencing on Omnichannel Retailing projects?
   
   

2. Probability and Impact Matrix: How would you suggest monitoring for risk transition indicators?
   
   

3. WBS Dictionary: Does the contractors system identify work accomplishment against the schedule plan?
   
   

4. Scope Management Plan: Will your organizations estimating methodology be used and followed?
   
   

5. Responsibility Assignment Matrix: What simple tool can you use to help identify and prioritize Omnichannel Retailing project risks that is very low tech and high touch?
   
   

6. Risk Management Plan: How will the Omnichannel Retailing project know if your organizations risk response actions were effective?
   
   

7. Responsibility Assignment Matrix: Does the Omnichannel Retailing project need to be analyzed further to uncover additional responsibilities?
   
   

8. Activity Duration Estimates: Is a standard form used to obtain bids and proposals from prospective sellers?
   
   

9. Source Selection Criteria: When and what information can be considered with offerors regarding past performance?
   
   

10. Procurement Management Plan: Are the Omnichannel Retailing project team members located locally to the users/stakeholders?


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

1.0 Initiating Process Group:


• 1.1 Omnichannel Retailing project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Omnichannel Retailing 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 Retailing 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 Retailing 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 Retailing 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 Retailing 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 Retailing project with this in-depth Omnichannel Retailing Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Omnichannel Retailing 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 Retailing 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 Retailing investments work better.

This Omnichannel Retailing 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.