Portal Toolkit

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Operate and maintain Portal groups and permissions, develop and manage SharePoint infrastructure, manage custom work flows and business Process Mapping, and manage user functional requirements, configurations, requirement process analysis, and testing.

More Uses of the Portal Toolkit:

  • Formulate: they act as consultants with your internal customers and stakeholders and serve as experts with assigned Portal.

  • Supervise the response to customer events, ensuring that quarantine, immediate actions, and root cause Corrective Action is identified and executed in a timely and effective manner.

  • Perform semi annual User organization Portal system access review and manage a controlled Security Administration environment.

  • Manage work with Business Development Management and engineering to create designs that meet Customer Requirements.

  • Head: monitor inspection group performance by gathering relevant data and producing meaningful metrics.

  • Provide customized all access pass Portal demos based on client need, demonstrate relatable use cases and client successes.

  • Pilot: design, develop, and manage site content and provide daily onsite maintenance of the existing Portals and web sites.

  • Facilitate onboarding of new clients by completing vendor forms/entering information in vendor Portals as appropriate.

  • Provide superior Customer Service to employees and managers of Salesforce via your concierge Customer Portal, and other social channels.

  • Maintain access to all necessary Customer Portals and develops customer relationships to ensure successful data transfer.

  • Establish: test, implement and track custom developed enhancements, interfaces, Portals, functions, queries and stored procedures.

  • Develop and test Content (Correlation rules, Reports, Dashboards, Filters, Network and Asset Modeling).

  • Align with internal business partners and Product Management to discover, drive, and close sales opportunities related to corE Business and new client segments.

  • Manage security and Access Control for the Cloud Management Portals and any relevant data dashboards.

  • Develop business application systems that comply with software architectural standards and established methodologies.

  • Arrange that your project maintains access to the SharePoint Portal and supporting applications based on on site authorization requirements and approval.

  • Collaborate with business unit and customer personnel to ensure critical project milestones are being met.

  • Methodize: deep expertise with all layers of an infrastructure as Portal core services, Application Integration, Content Management and security are mandatory.

  • Orchestrate: design and integrate for Content Management, Portals, collaboration, Business Process or other solutions.

  • Be certain that your organization supports production operations by establishing and maintaining expectations, standards, throughput/ Key Performance Indicators.

  • Maintain documentation for the development of the new controllership tool for clear understanding and usage in relation to your organization Portal and workstation entitlement processing.

  • Provide content updates on Knowledge Management Portals of all applicable program and Product Management artifacts.

  • Direct: from your own Software as a Service solutions to custom built Portals and applications, you are recognized for your innovative solutions in the financial industry.

  • Establish that your corporation complies; monitors customers scorecard using Portals and updates Quality Management for good and bad trends and for Management Review.

  • Become skilled in learning and adapting quickly, managing multiple projects, and project ownership.

  • Contribute with development and expansion of marketing channels, with specific attention to developments through Requirements Gathering, for the future state of the Brand Portals.

  • Collaborate with procurement to implement standardized commodity planning techniques, increase supplier collaboration, and implement optimized collaboration Portals to communicate forecast and capture supply commits.

  • Ensure you create; trusted partner in Cloud Enablement, Mobile Development enterprise security and integration services.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What happens if Portal's scope changes?

  2. Are indirect costs charged to the Portal program?

  3. What is the worst case scenario?

  4. How are Portal risks managed?

  5. Has a cost center been established?

  6. What practices helps your organization to develop its capacity to recognize patterns?

  7. What one word do you want to own in the minds of your customers, employees, and partners?

  8. What methods do you use to gather Portal data?

  9. Do you have/need 24-hour access to key personnel?

  10. What do you measure to verify effectiveness gains?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:

  • 2.1 Portal Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Portal 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 Portal 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 Portal 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 Portal 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 Portal project with this in-depth Portal Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Portal 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 Portal 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 Portal investments work better.

This Portal 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.