PBX Toolkit

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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 993 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 993 standard requirements:

  1. Does your solution seamlessly blend the handling of inbound and outbound calls on an automated basis via business rules, without requiring supervisors to manually move agents between queues?

  2. Does your solution allow individual records to be flagged for preview mode dialing based on call disposition, while remaining in a list that is being dialed on a predictive basis?

  3. Does your organization provide inventory of all PBXes and key systems with system details, defining the number of voice lines and type of voice equipment?

  4. Does ongoing maintenance and administration of the IP PBX and its devices require outside assistance from a reseller partner or can it be done internally?

  5. How does your organization ensure a pleasant caller experience while also allowing operators the time to deal with non-call handling responsibilities?

  6. Does your solution capture the customers preferred time zone and automatically update the customer record for use in future dialing campaigns?

  7. How can vendors effectively manage communications systems on a customers premises Ð while increasing revenue and reducing operating costs?

  8. Which network appliances allows an IT department to restrict which websites are allowed to be accessed from your organization network?

  9. How does your solution support the use of specific contact numbers or methods during different hours of the day or days of the week?

  10. Are you able to check whether a number has been registered by the telephone preference service before initiating an outbound call?


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 993 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. Change Request: Will new change requests be acknowledged in a timely manner?

  2. Cost Baseline: Have the resources used by the PBX project been reassigned to other units or PBX projects?

  3. WBS Dictionary: Budgets assigned to major functional organizations?

  4. Activity Duration Estimates: Why is it important to determine activity sequencing on PBX projects?

  5. Activity Attributes: Would you consider either of corresponding activities an outlier?

  6. Scope Management Plan: Are all payments made according to the contract(s)?

  7. Duration Estimating Worksheet: When do the individual activities need to start and finish?

  8. Source Selection Criteria: What are the special considerations for preaward debriefings?

  9. Quality Audit: How does your organization know that its staff entrance standards are appropriately effective and constructive and being implemented consistently?

  10. Scope Management Plan: Is there an on-going process in place to monitor PBX project risks?

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

1.0 Initiating Process Group:

  • 1.1 PBX project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


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

 

Results

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.