SaaS Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the SaaS 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which SaaS improvements can be made.

Examples; 10 of the 993 standard requirements:


1. What potential security and compliance concerns might inhibit the adoption of our SaaS solution, particularly in heavily regulated industries, and how will we demonstrate our commitment to security, data privacy, and compliance through certifications, audits, and third-party validation?
   
   

2. What are the key performance indicators (KPIs) or metrics that the SaaS solution will track and analyze to measure the accuracy and effectiveness of forecasting and predictive analytics, such as mean absolute error, mean absolute percentage error, or coefficient of determination?
   
   

3. How do the APIs and data formats of our SaaS application need to be modified to ensure seamless integration with existing data warehousing systems, such as Amazon Redshift or Google BigQuery, and what are the potential data mapping and transformation challenges that may arise?
   
   

4. How will the SaaS solution enable sales managers to set and track key performance indicators (KPIs) and sales metrics, such as conversion rates, deal velocity, and sales cycle length, and what visualization tools will be available to facilitate data-driven decision-making?
   
   

5. What potential barriers to adoption might exist in the form of internal resistance or skepticism from key stakeholders or departmental silos, and how will we build a coalition of support among these groups through targeted marketing, education, and sales strategies?
   
   

6. In what ways will the SaaS solution be used to identify and address the unique pain points and challenges facing different employee demographics, such as remote workers, frontline workers, or underrepresented groups, and what metrics will be used to track progress?
   
   

7. How will the need for customization or configuration of our SaaS solution to meet the unique needs of individual customers impact adoption, and what strategies will be employed to balance the need for customization with the need for scalability and efficiency?
   
   

8. How will the SaaS solution handle sensitive data such as financial information, personal identifiable information, or protected health information, and what controls will be put in place to ensure the secure storage, processing, and transmission of this data?
   
   

9. What kind of reporting and visualization capabilities will the SaaS solution provide to enable users to easily interpret and communicate forecasting and predictive analytics insights to stakeholders, and how will it support data storytelling and narrative?
   
   

10. What kind of training and support will be provided to ensure that marketing teams are able to effectively utilize the integrated SaaS solution and marketing automation tools, and how will ongoing support and maintenance be handled for these integrations?
    
    


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 SaaS book in PDF containing 993 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Risk Management Plan: What is the likelihood that your organization would accept responsibility for the risk?
   
   

2. Contractor Status Report: What are the minimum and optimal bandwidth requirements for the proposed solution?
   
   

3. Responsibility Assignment Matrix: Are indirect costs charged to the appropriate indirect pools and incurring organization?
   
   

4. Schedule Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?
   
   

5. Activity Duration Estimates: How can others help SaaS project managers understand your organizational context for SaaS projects?
   
   

6. Schedule Management Plan: Does the ims include all contract and/or designated management control milestones?
   
   

7. Quality Audit: What does the organizarion look for in a Quality audit?
   
   

8. Cost Management Plan: Is there a formal set of procedures supporting Stakeholder Management?
   
   

9. Procurement Audit: Are there performance targets on value for money obtained and cost savings?
   
   

10. Probability and Impact Assessment: Are trained personnel, including supervisors and SaaS project managers, available to handle such a large SaaS project?


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

1.0 Initiating Process Group:


• 1.1 SaaS project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 SaaS project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 SaaS 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 SaaS 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 SaaS 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 SaaS 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 SaaS project with this in-depth SaaS Toolkit.

In using the Toolkit you will be better able to:


• Diagnose SaaS 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 SaaS 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 SaaS investments work better.

This SaaS 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.