Platform Strategy Toolkit

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Methodize Platform Strategy: Financial Services center/Financial Technology service/Financial Management Business Transformation.

More Uses of the Platform Strategy Toolkit:

  • Manage work with your product and Data Science organizations to develop Business Requirements into architecture and integrate into your longer term Platform Strategy.

  • Manage work with business and process owners to understand Business Requirements and develop robust solutions based on Platform Strategy.

  • Provide Best Practices to Business Lines in solving Web Analytics Platform Strategy and technical needs.

  • Formulate the End To End Customer Success strategy to ensure your customers achievE Business outcomes with Customer Data Platform offerings and you achieve your Customer Insights usage goals.

  • Ensure your organization creates architectural artifacts; provides standards and governance oversight for the platform development deriving strict guidelines to adhere to industry security standards.

  • Partner with internal technology and support teams to define a clear testing, monitoring and debug strategy to ensure optimal platform performance and connectivity with other technology platforms and applications.

  • Provide engineering and technical leadership for Project Planning and implementation activities with internal and external teams as it relates to analytics, platform integration, Digital Ecosystem, AI and Machine Learning.

  • Ensure you mobilize; lead efforts detailing and clarifying platform requirements with partners and technical groups involved in the platform development process.

  • Direct Platform Strategy: mature and execute technology Risk Management strategy for Cloud Based Solutions, working closely with business, technology, and Information security to allow Cloud Platform capabilities.

  • Provide around the clock support for Platform As A Service (PaaS) on Fiscal Services Infrastructure As A Service.

  • Provide feedback to your Product and Platform Engineering teams that inform additional product and service sales opportunities.

  • Develop automated monitoring and notification for products and Platform that help Ops team respond quickly and effectively to any problems.

  • Ensure your organization uses cloud based Infrastructure As A Service (IaaS), Platform As A Service (PaaS), and Software as a Service (SaaS) capabilities to perform Data Science.

  • Be certain that your team creates architectural artifacts; provides standards and governance oversight for the platform development deriving strict guidelines to adhere to industry security standards.

  • Ensure you officiate; lead with other Engineers in identifying Best Practice operating procedures and defining platform design and implementation objectives.

  • Help to design, implement, and maintain platform level solutions used by other Engineering teams and the larger Honey organization.

  • Be part of an engineering team scaling the core Cloud Platform for thousands of applications in a secure manner while focusing on automation of operations and High Availability.

  • Assure your organization develops complex technical improvements, changes and reports to implement Customer Requirements using various ERP System platform technologies.

  • Devise Platform Strategy: work closely with IP architects to establish and document platform and System Requirements for the IPS to function optimally.

  • Be accountable for ensuring monitoring, performance, reliability and quality of your Data Platform services are running seamlessly.

  • Identify Platform Strategy: design, build, manage and operate the Infrastructure As A Service layer (hosted and cloud based platforms) that supports the different platform services.

  • Be accountable for developing the next versions of your SAAS platform products and rolling out new features to current versions.

  • Be accountable for ongoing focus on growth through training and Knowledge Sharing through communities of Agile Teams.

  • Lead and drive architecture to create a next generation multi Cloud Management Platform to delight your customers, working with the Engineering teams and product Management Teams.

  • Utilize customer relationShip Management technology platform to manage community relationships and ongoing campaigns.

  • Ensure you standardize; lead and contribute to the development, maintenance, and usage of deployment and task automation (OS, database services, virtual networks, or other platform services).

  • Audit Platform Strategy: partner with the technical team on providing thE Business needs of the Data Platform ensuring the Data Architecture and its associated structures meet both internal and external client needs.

  • Be accountable for documenting platform technical issues, analysis, Client Communication, and resolution as part of Cyber Risk mitigation steps.

  • Manage Platform Strategy: implement User Interfaces and the features for your brand new Cloud Apps for your Data Scientists and platform solutions group.

  • Drive Platform Strategy: proactive outreach to clients and internal partners to address processing errors or in support of platform changes.

  • Be certain that your strategy develops communication programs that foster clarity of Business Objectives/strategy and provides continual and innovative communication methods to promote understanding and engagement.

  • Oversee Platform Strategy: customer relationShip Management accountable for addressing Customer Needs through individual action or with a warm handoff.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are the Platform Strategy standards challenging?

  2. What is the estimated value of the project?

  3. How often will data be collected for measures?

  4. For your Platform Strategy project, identify and describe thE Business environment, is there more than one layer to thE Business environment?

  5. Which individuals, teams or departments will be involved in Platform Strategy?

  6. How do you manage changes in Platform Strategy requirements?

  7. How can you better manage risk?

  8. What drives O&M cost?

  9. What activities does the governance board need to consider?

  10. What information do users need?

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

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

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

  4. Closing Process Group: Did the Platform Strategy Project Team have enough people to execute the Platform Strategy 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 Platform Strategy 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 Platform Strategy Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Platform Strategy 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 Platform Strategy project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Platform Strategy 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 Platform Strategy 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 Platform Strategy investments work better.

This Platform Strategy 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.