SaaS Toolkit

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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. When SaaS services include AI and thus incur the discrimination risks associated with algorithmic decisionmaking, what human rights based approaches can be used to address adverse impacts?

  2. Are different groups/individuals in your organization responsible for the security processes, policies, and technology associated with protecting your organizations web applications?

  3. Do you have the best culture to drive innovation, risk taking, experimentation and learning needed to compete and scale with increasing technical sophistication?

  4. Does the offshore service provider have procurement and financial responsibility for obtaining certain software and hardware as required for service delivery?

  5. Do you conduct regular vulnerability assessments to identify out of date services and software on your network to verify your patching procedures?

  6. How will the data from the community be used; to set a new agenda, support a new program or support new changes in service delivery or policies?

  7. How will future technical innovations have an impact on the value that SaaS services can deliver, and in the end, how the services are priced?

  8. Should the system fail or data be released or destroyed as a result of services from the software, is there a plan to back up/replicate data?

  9. Can your current solution support traditional and modern data sources, including SaaS, containerized applications, and distributed databases?

  10. When updating your clients are of referrals, expansion revenue per customer the top measuring customer satisfaction SaaS organizations for?


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. Cost Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?

  2. Variance Analysis: Are there knowledgeable SaaS projections of future performance?

  3. Planning Process Group: How well will the chosen processes produce the expected results?

  4. Probability and Impact Assessment: What is the experience (performance, attitude, business ethics, etc.) in the past with contractors?

  5. Risk Audit: To what extent are auditors effective at linking business risks and management assertions?

  6. Resource Breakdown Structure: What is each stakeholders desired outcome for the SaaS project?

  7. Project Scope Statement: Is an issue management process documented and filed?

  8. Lessons Learned: How satisfied are you with your involvement in the development and/or review of the SaaS project Scope during SaaS project Initiation and Planning?

  9. Project Schedule: Are the original SaaS project schedule and budget realistic?

  10. Risk Management Plan: What are the cost, schedule and resource impacts of avoiding the risk?

 
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.