Quote-to-Cash Toolkit

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Know when your quote has been priced

 

Where is your business located or where will it be located?

What is unique about your products/services and what proprietary rights does the business have?

How would it change your business if you could predict customer behavior better?

Which factors are most important to the buyers and end users of your business or brand?

How easy or difficult is it to enter and exit the market for your type of business?




...Find the answers to these, and more, questions with this Quote-to-Cash Toolkit:

  • Integrate a quote into your research project.
  • Get a quote for your clients.
  • Apply the discount when you generate a quote through Product Catalog.
  • Increase the number of reviews on your new product listings.
  • Create value for your customers and your business.
  • Provide a hard quote when commissioning various from different vendors.
  • Navigate organizational politics to drive your pricing philosophy.
  • Map the rating application data to the actual quote form.
  • Ensure that your recordkeeping system is in compliance with all regulations.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Quote-to-Cash 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Quote-to-Cash improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. What is the ideal proportion of attributes of your organization listing that appeals to regular users of business listings search?

  2. Does a person independent of the payroll processing, approval and distribution reconcile the payroll organization account?

  3. Are the cash disbursement records filed and maintained in accordance with the records management policies and procedures?

  4. Do consumers make rational decisions at the checkout or do unconscious factors as habitual behaviour play a greater role?

  5. What are the capabilities, skills, and knowledge needed to support consumption-based models in an as-a-service economy?

  6. Are resale inventory records filed and maintained in accordance with the records management policies and procedures?

  7. Are the cash receipt records filed and maintained in accordance with the records management policies and procedures?

  8. Are the fixed asset records filed and maintained in accordance with the records management policies and procedures?

  9. Are organization records filed and maintained in accordance with the records management policies and procedures?

  10. How does your organization stuck with entrenched inflexibility possibly evolve to achieve new levels of success?


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 Quote-to-Cash book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Quote-to-Cash Project Management Form Templates covering over 1500 Quote-to-Cash project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are all key components of a Quality Assurance Plan present?

  2. Project Scope Statement: Were potential customers involved early in the planning process?

  3. Project Management Plan: Was the peer (technical) review of the cost estimates duly coordinated with the cost estimate center of expertise and addressed in the review documentation and certification?

  4. Schedule Management Plan: Are Quote-to-Cash project team members involved in detailed estimating and scheduling?

  5. Scope Management Plan: Have the scope, objectives, costs, benefits and impacts been communicated to all involved and/or impacted stakeholders and work groups?

  6. Duration Estimating Worksheet: Does the Quote-to-Cash project provide innovative ways for stakeholders to overcome obstacles or deliver better outcomes?

  7. Lessons Learned: What should have been accomplished during predeployment that was not accomplished?

  8. Cost Management Plan: Vac -variance at completion, how much over/under budget do you expect to be?

  9. Project Charter: Quote-to-Cash project objective statement: what must the Quote-to-Cash project do?

  10. Stakeholder Analysis Matrix: Guiding question: who shall you involve in the making of the stakeholder map?

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

1.0 Initiating Process Group:

  • 1.1 Quote-to-Cash project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Quote-to-Cash 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 Quote-to-Cash 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 Quote-to-Cash investments work better.

This Quote-to-Cash 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.





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CONTENTS:


Checklists:


Checklists:Quote-to-Cash Checklist Report on TIME.pdf

Checklists:Quote-to-Cash Checklist Report on PRODUCT.pdf

Checklists:Quote-to-Cash Checklist Report on MANAGEMENT.pdf

Checklists:Quote-to-Cash Checklist Report on INFORMATION.pdf

Checklists:Quote-to-Cash Checklist Report on SYSTEM.pdf

Checklists:Quote-to-Cash Checklist Report on SALES.pdf

Checklists:Quote-to-Cash Checklist Report on DATA.pdf

Checklists:Quote-to-Cash Checklist Report on CUSTOMER.pdf

Checklists:Quote-to-Cash Checklist Report on BUSINESS.pdf

Checklists:Quote-to-Cash Checklist Report on EVENT.pdf

Checklists:Quote-to-Cash Checklist Report on CASH.pdf

Checklists:Quote-to-Cash Checklist Report on ORGANIZATION.pdf

Checklists:Quote-to-Cash Checklist Report on PROCESS.pdf

Checklists:Quote-to-Cash Checklist Report on CONTRACT.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Quote-to-Cash_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Quote-to-Cash Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Quote-to-Cash.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Quote-to-Cash Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

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The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
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  • I want to get there faster

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The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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