Self-Service Analytics Toolkit

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Help solve for fragmented customer data residing in silos across your organization

 

What kind of data does your organization possess?

How would you rate your organizations quality of available data for analytics purposes?

Are your existing data tools custom developed or out of the box?

Is the system easy to install and deploy across your organization?

Where is data protection, where is privacy, where is ethics in using and exploiting data?




...Find the answers to these, and more, questions with this Self-Service Analytics Toolkit:

  • Provide customers access to own data to increase your value in eyes.
  • Source and manage your data.
  • Quickly embed an advanced analytics solutions in your organization and successfully manage the change.
  • Evolve from reactively to proactively handling your organizations data.
  • Decide on your data retention.
  • Handle your B2B analytics needs.
  • Integrate analytics into your application, while minimizing ITs involvement.
  • Improve your sites structure and content to increase conversion rates.
  • Improve your Web sites structure and content to increase conversion rates.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Self-Service Analytics 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 Self-Service Analytics improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. How does the role of the controller change as your organization shifts its primary measurement system from a purely financial one to the balanced scorecard?

  2. Will the office of finance ever utilize new techniques like augmented analytics for automated data joining, data cleansing, and natural language generation?

  3. How does a new person, or for that matter a stakeholder, know what data elements to use, to derive a meaningful key performance indicator?

  4. How important is the goal of reducing time to value compared to the importance of achieving success with BI and analytics objectives?

  5. Does your organization have the right hierarchical structure to bring together functional resources at the right level?

  6. Will other server or usage aspects, as server virtualization or multiple concurrent users, affect performance?

  7. How does a data catalog use observations of analyst behavior and human input to provide value to other users?

  8. How does your organization leverage data as a foundation for innovation, transformation, and participation?

  9. Can a user combine and group related data points into a new field in the data model to streamline analysis?

  10. Can security defined at the data-model level be enforced for all downstream analytic content automatically?


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 Self-Service Analytics book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project Portfolio management: Do you analyze the impact of individual new Self-Service Analytics projects to the overall portfolio?

  2. Roles and Responsibilities: Once the responsibilities are defined for the Self-Service Analytics project, have the deliverables, roles and responsibilities been clearly communicated to every participant?

  3. Procurement Audit: Was your organization specific about the nature and scope of the performance before launching the procurement process?

  4. Risk Audit: For this risk .. what do you need to stop doing, start doing and keep doing?

  5. Risk Audit: What does internal control mean in the context of the audit process?

  6. Scope Management Plan: Are updated Self-Service Analytics project time & resource estimates reasonable based on the current Self-Service Analytics project stage?

  7. Human Resource Management Plan: Are meeting minutes captured and sent out after the meeting?

  8. Procurement Audit: Is there no evidence of favouritism towards a particular contractor during the evaluation and negotiation processes?

  9. Closing Process Group: What were things that you did very well and want to do the same again on the next Self-Service Analytics project?

  10. Assumption and Constraint Log: Do you know what your customers expectations are regarding this process?

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

1.0 Initiating Process Group:

  • 1.1 Self-Service Analytics project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Self-Service Analytics project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Self-Service Analytics 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 Self-Service Analytics 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 Self-Service Analytics 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 Self-Service Analytics 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 Self-Service Analytics project with this in-depth Self-Service Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Self-Service Analytics 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 Self-Service Analytics 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 Self-Service Analytics investments work better.

This Self-Service Analytics 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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'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

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CONTENTS:


Checklists:


Checklists:Self-Service Analytics Checklist Report on ANALYTICS.pdf

Checklists:Self-Service Analytics Checklist Report on SYSTEM.pdf

Checklists:Self-Service Analytics Checklist Report on USER.pdf

Checklists:Self-Service Analytics Checklist Report on CUSTOMER.pdf

Checklists:Self-Service Analytics Checklist Report on BUSINESS.pdf

Checklists:Self-Service Analytics Checklist Report on DATA.pdf

Checklists:Self-Service Analytics Checklist Report on ORGANIZATION.pdf

Checklists:Self-Service Analytics Checklist Report on AUDIT.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Self-Service Analytics Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Self-Service_Analytics_Quick_Exploratory_Self-Assessment_Guide.pdf





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


STEP 2 Set concrete goals tasks dates and numbers you can track:Self-Service Analytics Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Self-Service_Analytics.pdf

..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.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

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:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

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

Commitment:

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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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