Roboadvisor 2.0 Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Roboadvisor 2.0 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Roboadvisor 2.0 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 Roboadvisor 2.0 specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Roboadvisor 2.0 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Roboadvisor 2.0 improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Has digital disruption in the financial industry created a win win win scenario for consumers, financial service companies and upstart FinTech companies?
   
   

2. Will one business function prevail as the leader or might all business functions be affected by the advancement of cognitive technologies?
   
   

3. What are the challenges and opportunities with using cognitive computing for mapping personal data in order to help comply with the GDPR?
   
   

4. When thinking about roboadvisory from a regulation perspective, is it easier or harder to be a start up or an established player?
   
   

5. Have you ever noticed a discrepancy between the behaviour of a robot and the behaviour that a financial advisor would have had?
   
   

6. Have you ever noticed a discrepancy between the behavior of a robot and the behavior that a financial advisor would have had?
   
   

7. What would be the differences in asset allocation and resulting performance between a roboadvisor and a financial advisor?
   
   

8. What kind of feedback do you usually get from your customers in terms of the quality and satisfaction of your services?
   
   

9. How can the introduction of machine learning and cognitive computing in enterprise IT make end users more productive?
   
   

10. What kind of feedback do you usually get from your customers in terms of quality and satisfaction of your services?
    
    


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 Roboadvisor 2.0 book in PDF containing 997 requirements, which criteria correspond to the criteria in...


Your Roboadvisor 2.0 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 Roboadvisor 2.0 Self-Assessment and Scorecard you will develop a clear picture of which Roboadvisor 2.0 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 Roboadvisor 2.0 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 Roboadvisor 2.0 projects with the 62 implementation resources:


• 62 step-by-step Roboadvisor 2.0 Project Management Form Templates covering over 1500 Roboadvisor 2.0 project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Cost Baseline: Is the requested change request a result of changes in other Roboadvisor 2.0 project(s)?
   
   

2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?
   
   

3. Cost Baseline: Does a process exist for establishing a cost baseline to measure Roboadvisor 2.0 project performance?
   
   

4. Risk Register: People risk -are people with appropriate skills available to help complete the Roboadvisor 2.0 project?
   
   

5. Project Scope Statement: Are the meetings set up to have assigned note takers that will add action/issues to the issue list?
   
   

6. Monitoring and Controlling Process Group: What factors are contributing to progress or delay in the achievement of products and results?
   
   

7. Human Resource Management Plan: Is current scope of the Roboadvisor 2.0 project substantially different than that originally defined?
   
   

8. Quality Management Plan: Have you eliminated all duplicative tasks or manual efforts, where appropriate?
   
   

9. Quality Audit: Are all employees made aware of device defects which may occur from the improper performance of specific jobs?
   
   

10. Schedule Management Plan: Are the predecessor and successor relationships accurate?


 
Step-by-step and complete Roboadvisor 2.0 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Roboadvisor 2.0 project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Roboadvisor 2.0 project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Roboadvisor 2.0 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 Roboadvisor 2.0 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 Roboadvisor 2.0 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 Roboadvisor 2.0 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 Roboadvisor 2.0 project with this in-depth Roboadvisor 2.0 Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Roboadvisor 2.0 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 Roboadvisor 2.0 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 Roboadvisor 2.0 investments work better.

This Roboadvisor 2.0 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.