PBX Toolkit

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Drive PBX: Security Engineering planning and cost analysis for projects or improvements designed to Mitigate Risk.

More Uses of the PBX Toolkit:

  • Arrange that your organization advises leadership on cybersecurity Risk Management, security strategy, security Project Planning, and Security Architecture.

  • Develop and execute a strategy to ensure client retention and growth through close interaction with the commercial sales teams, service teams, Performance Partnership Consultants and commercial Customer Success Advocates.

  • Create the right mix of Field and Inside Sales, develop a New Partner Program, work to ensure you drive a Sales Data Driven culture based Sales Development Programs to support your value based selling Go To Market plan.

  • Manage engagements in coordination with client stakeholders and internal Program Management resources.

  • Confirm your planning understands equipment and work with engineering to ensure issues are appropriately resolved.

  • Provide coaching and guidance on strategic and operational People issues to line management and provides input into programs and initiatives to meet Business Needs.

  • Collaborate with other IT stakeholders to provide an architecture solution that is reliable, adaptable and scalable.

  • Collaborate on preparation of statistical reports of types and frequency of actions taken concerning grievances, arbitration, mediation, and related Labor Relations activities, to identify problem areas.

  • Develop PBX: leverage insight provided formal and informal training to develop expertise on connected workforce and related solutions.

  • Orchestrate PBX: legal, Business Development, Internal Audit, Fraud Prevention, Physical Security, Software Development community, Network Engineering, etc.

  • Be accountable for influencing, leading and helping business and IT executives deliver great business outcomes from IT initiatives.

  • Oversee PBX: design, set up, and test prototype and production Supply Chain solutions and ensure that all the pieces work together seamlessly.

  • Create transparency and visibility by initiative progress tracking in order to allow for better and faster Decision Making and results predictability.

  • Drive PBX: plan the work schedule, determination of appropriate manpower levels, materials/quantities (and quality thereof), and equipment requirements.

  • Systematize PBX: leverage multiple Network Monitoring tools to analyze network traffic patterns to proactively identify performance issues and account for Capacity Planning.

  • Be accountable for resolving team and Technical Challenges lead your local, offshore, and contract teams to bring out full engagement and creativity.

  • Ensure your team complies; monitors system performance and usage to maintain security and reliability, coordinates new software releases, fixes, and upgrades with technical team and users.

  • Head PBX: work closely with Product Managers, designers, architects and suppliers to turn User Research findings into stories and actions that lead to valuable product and service features.

  • Ensure you wont have time to get bored as each project is different, depending on the type of industry your client work in or the type of apps that need to be implemented.

  • Methodize PBX: actively lead high level team activities as suggesting architecture improvements, recommending Process Improvements and conducting tool evaluations.

  • Secure that your organization assess your organizations Network Security posture through the use of automated tools and manual techniques to identify and verify common security vulnerabilities.

  • Confirm your organization ensures a rigorous and robust process for asset planning and capital Program Management, in order to drive investment appraisal decisions, balancing financial and operational risks.

  • Devise and implement strategies to support corporate and business unit objectives in expense reduction, Process Improvement and new business support as it relates to Demand Management.

  • You place high importance on transparency and internal communications, share progress along the way in a highly dynamic environment, and are capable of juggling competing deadlines with ease while remaining self sufficient and attentive to detail and accuracy.

  • Analyze Market Trends, Customer Requirements, and competitive strategy, and identify opportunities for increasing customer and business value through Product Differentiation.

  • Ensure you advance; lead Project Management methodologies with a focus on developing solution driven strategy plans to achieve goals, implementing business Requirements Analysis and testing processes, and identifying timeline constraints, and risks.

  • Identify content gaps and content that needs updating, prioritize it, and create a plan to address it.

  • Be accountable for coordinating actions with peer System Administrators, network administrators, security teams, software teams and hardware engineers.

  • Be accountable for coordinating with resources across multiple functional groups to ensure all aspects of the technical implementation are covered.

  • Lead PBX: vendor solution analysis/sourcing, systems Demand Management, systems integration, Test Automation, Defect Tracking.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How sensitive must the PBX strategy be to cost?

  2. What are your operating costs?

  3. What is the big PBX idea?

  4. What methods do you use to gather PBX data?

  5. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

  6. Is a follow-up focused external PBX review required?

  7. What does losing customers cost your organization?

  8. Do your employees have the opportunity to do what they do best everyday?

  9. What are the top 3 things at the forefront of your PBX agendas for the next 3 years?

  10. What PBX modifications can you make work for you?

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

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

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

  4. Closing Process Group: Did the PBX project team have enough people to execute the PBX 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 PBX 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 PBX Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 PBX Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 PBX 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 PBX 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 PBX 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 PBX project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any PBX project with this in-depth PBX Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose PBX 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 PBX 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 PBX investments work better.

This PBX 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.