Revenue Assurance Toolkit

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Conduct regular reviews on performance and efficiency metrics with Site Leadership and highlight progress on Action plans and suggest vital changes to existing initiatives or build your organization case for new initiatives to drive metrics.

More Uses of the Revenue Assurance Toolkit:

  • Methodize: effectively identify accounting issues, apply the relevant accounting knowledge base and make decisions with conviction; make the complex simple.

  • Be accountable for implementing high levels of integrity with cash management, time and attendance, loss prevention, and revenue assurance.

  • Formulate: model a culture built on a foundation of customer relationship touch model that drive retention strategy and inspires sales annuity.

  • Contribute to the development of accounting solutions for enterprise projects, new product offerings and process simplification and improvements.

  • Ensure internal controls are functioning in compliance with corporate policies and procedures with deviations identified and corrective action taken.

  • Become the expertise in developing accounting processes for new products, leading teams and staff through data conversion projects.

  • Warrant that your organization databases, spreadsheets, external data sources, IT development, and execute changes to systems with little or no impact.

  • Manage schedules for team members to track milestone deliverables and drive project management, process changes, and vendor efforts.

  • Collaborate with other organization departments and outside auditors, providing an invaluable interface between critical accounting professionals.

  • Be an accomplished revenue management and project leader with expertise in revenue compliance, audit processes, reporting, contract review, new product accounting, and revenue forecast.

  • Ensure a successful sales cycle by maintaining operational product knowledge, product requirements, service pricing, sales promotions and capital approval policies and processes.

  • Make sure that your organization develops and utilizes key data indicators to monitor processes in order to streamline workflow, design operations, and improve quality, service, and performance.

  • Coordinate: spectrum enterprises industry leading team of experts work closely with clients to achieve greater business success by providing solutions designed to meet evolving needs.

  • Direct: monitor dashboards and reports to advance orders, identify and initiate activities to be performed by other departments, escalate delays to stakeholders and resolve rejected orders.

  • Warrant that your organization implements accounting policies and controls for the Other Revenue team, fiscal controls, prepares financial reports and safeguards your organizations assets.

  • Be accountable for empowering the team as the customer concierge, the management of Client Support drive new products and solution optimization while supporting efforts to grow and retain customers.

  • Prepare weekly licensing entries to account for all incoming synchronization revenue by reconciling cash activity to deal/invoice terms.

  • Associate all incoming synchronization licensing payments with the corresponding deal and deal terms in your Licensing Sub System to ensure accurate and timely allocation and recording of cash payments.

  • Utilize organizations performance planning and review procedures to ensure all employees have developmental plans to encourage the growth and success of each employee.

  • Maintain accurate and complete records and sales orders by capturing client, contact, product, price and other order information while identifying and correcting discrepancies.

  • Ensure that your accounting records are closed timely and accurately in compliance with your accounting policies and US GAAP reporting requirements.

  • Pilot: partner and collaborate with the business intelligence team on automation of reporting and process improvements and other analysis.

  • Ensure you conceptualize; solid delivery lead skills as vendor management, requirements management, scope management, risks and issues management, resource management, and financial management.

  • Standardize: generation of service reports ( as iot service sla, support sla, billing performance/data and logistics performance/data).

  • Evaluate order details, determine the correct order processing path and categorize accurately to ensure Operations can initiate next steps for order implementation and fulfillment.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Revenue Assurance 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Revenue Assurance improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Does the customer have the ability or right to control physical access to the asset, while obtaining or controlling more than an insignificant amount of the assets output?

  2. What did your organization do to validate that the underlying assumptions of material estimates are consistent with actual results and circumstances?

  3. Is there willingness to use innovative IT to assure revenues and increase sales and to develop new sales potential by integrating IT in the product?

  4. Are regular meetings held with other departments to review the findings of RA activities and jointly plan corrective and preventative actions?

  5. How have service providers approaches evolved around objectives, digital services, perceptions of customers priorities and customer journeys?

  6. Does the RA technology provide an automated platform for analyzing subscription, event charging information and other relevant data sources?

  7. Should the board recommend that the statute be amended to explicitly identify which service providers will be required to contribute?

  8. Is there a fundamental difference between VoIP technology and traditional technology that justifies a disparate regulatory approach?

  9. How do you decide where revenue assurance is needed to begin with, and where does the revenue assurance group fit into that picture?

  10. Which part of the service provider network do you believe is the most vulnerable to interception or attacks in an IoT environment?

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 Revenue Assurance book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Revenue Assurance Project Management Form Templates covering over 1500 Revenue Assurance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Are any non-compliance issues that exist due to State practices communicated to your organization?

  2. Probability and Impact Assessment: What are the industrial relations prevailing in your organization?

  3. Procurement Management Plan: Is the assigned Revenue Assurance project manager a PMP (Certified Revenue Assurance project manager) and experienced?

  4. Stakeholder Management Plan: Where are the verification requirements to be documented (eg purchase order, agreement etc)?

  5. Probability and Impact Assessment: Can you avoid altogether some things that might go wrong?

  6. Roles and Responsibilities: Are governance roles and responsibilities documented?

  7. Scope Management Plan: Are actuals compared against estimates to analyze and correct variances?

  8. Closing Process Group: Did the Revenue Assurance project team have enough people to execute the Revenue Assurance project plan?

  9. Stakeholder Management Plan: Are regulatory inspections considered part of quality control?

  10. Project Schedule: Does the condition or event threaten the Revenue Assurance projects objectives in any ways?

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

1.0 Initiating Process Group:

  • 1.1 Revenue Assurance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Revenue Assurance 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 Revenue Assurance 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 Revenue Assurance investments work better.

This Revenue Assurance 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.