Save time, empower your teams and effectively upgrade your processes with access to this practical Omnichannel Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Omnichannel 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 specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Omnichannel 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 996 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 improvements can be made.
Examples; 10 of the 996 standard requirements:
- Does the system support client business rules for customer returns initiated online, in store or on phone with real-time settlement of refunds and credits as well as real-time inventory updates?
- In todays omnichannel world, consumers conduct extensive research before visiting stores and often know more than salespeople. How does clienteling help your organization rise above this?
- How does a modern business manage its brands across the vast array of new channel models, from brick and mortar showroom stores to e-commerce sites to experiential pop-ups and apps?
- 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?
- How is your organization going to create stories, test stories and then deploy stories through an omnichannel (multiple vehicles) marketing and sales campaign?
- Does the system provide the ability to apply business rules for order processing, as payments, inventory availability, address validation, fraud and so on?
- Do your merchandising, sourcing, production, and finance teams all have the same visibility into cross-channel demand in order to coordinate strategies?
- When creating graphs, go the extra mile and annotate them to provide commentary around any dips or spikes in sales. Did you have an NLP or special buy?
- Merchants want to know what kind of marketing support you are going to be providing. What do you have planned in terms of trade and brand marketing?
- Does the system store data that can be used for business intelligence as reports related to customer segmentation, orders, inventory, providers?
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 book in PDF containing 996 requirements, which criteria correspond to the criteria in...
Your Omnichannel 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 Self-Assessment and Scorecard you will develop a clear picture of which Omnichannel 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 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 projects with the 62 implementation resources:
- 62 step-by-step Omnichannel Project Management Form Templates covering over 1500 Omnichannel project requirements and success criteria:
Examples; 10 of the check box criteria:
- Team Performance Assessment: To what degree are the members clear on what they are individually responsible for and what they are jointly responsible for?
- Closing Process Group: How well defined and documented were the Omnichannel project management processes you chose to use?
- Schedule Management Plan: Is there a formal set of procedures supporting Issues Management?
- Scope Management Plan: What are the risks that could significantly affect the schedule of the Omnichannel project?
- Human Resource Management Plan: Has a provision been made to reassess Omnichannel project risks at various Omnichannel project stages?
- Quality Audit: Are all staff empowered and encouraged to contribute to ongoing improvement efforts?
- Cost Baseline: Is there anything unique in this Omnichannel projects scope statement that will affect resources?
- Requirements Management Plan: Are all the stakeholders ready for the transition into the user community?
- Source Selection Criteria: Is the offeror pricing what is technically proposed?
- Activity Duration Estimates: Consider the history of modern quality management. How have experts such as Deming, Juran, Crosby, and Taguchi affected the quality movement and todays use of Six Sigma?
Step-by-step and complete Omnichannel Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Omnichannel project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Omnichannel 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 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 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 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 project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Omnichannel project with this in-depth Omnichannel Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Omnichannel 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 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 investments work better.
This Omnichannel 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.