Selligent Marketing Cloud Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Selligent Marketing Cloud 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 918 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Selligent Marketing Cloud improvements can be made.

Examples; 10 of the 918 standard requirements:

  1. In addition to the security of your own customer data, customers should also be concerned about what data the provider collects and how the CSP protects that data. Specifically with regard to your customer data, what metadata does the provider have about your data, how is it secured, and what access do you, the customer, have to that metadata?

  2. Security and authentication technologies, allied to event logging, in the cloud computing environment can help auditors as they deal with issues related to workflow were those who entered, approved, changed or otherwise touched data authorized to do so, on an individual, group or role-related basis?

  3. You keep record of data and store them in cloud services; for example Google Suite. There are data protection tools provided and security rules can be set. But who has the responsibility for securing them - us or Google?

  4. At a high level, the challenge with the Patriot Act can be viewed as location, location, location. Exactly where is your data physically, and therefore whose government policies will your data be subject to?

  5. What are the in-use benchmarks for internet marketing tactics such as Online Display Advertising Pay Per Click Search Engine Marketing Email Marketing Email Newsletter and Social Media?

  6. Soft goals, such as reach, views and demographics, are nice and pretty easy to obtain, and is there a closer correlation between engaging with your brand and ultimately buying products?

  7. Estimate organization exposure if cloud vendor experiences an illegal or unauthorized release/breach of data. How many private records will your organization be storing in the cloud?

  8. Specifically with regard to your customer data, what metadata does the provider have about your data, how is it secured, and what access do you, the customer, have to that metadata?

  9. Modern customers require transparent, legitimate, value-based online conversations and content to trust brands. Where do customers turn for corresponding conversations and content?

  10. Based on costs identified in the budget and the performance measures, what is the financial return on investment and ultimate profitability of your online marketing strategy?


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 Selligent Marketing Cloud book in PDF containing 918 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project Performance Report: To what degree do the relationships of the informal organization motivate task relevant behavior and facilitate task completion?

  2. Quality Management Plan: Can the requirements be traced to the appropriate components of the solution, as well as test scripts?

  3. Project Scope Statement: Will all tasks resulting from issues be entered into the Selligent Marketing Cloud project Plan and tracked through the plan?

  4. Human Resource Management Plan: Who will be impacted (both positively and negatively) as a result of or during the execution of this Selligent Marketing Cloud project?

  5. Assumption and Constraint Log: Are there cosmetic errors that hinder readability and comprehension?

  6. Responsibility Assignment Matrix: What tool can show you individual and group allocations?

  7. Assumption and Constraint Log: How are new requirements or changes to requirements identified?

  8. Lessons Learned: How effectively were issues managed on the Selligent Marketing Cloud project?

  9. Quality Management Plan: What changes can you make that will result in improvement?

  10. Executing Process Group: Why do you need a good WBS to use Selligent Marketing Cloud project management software?

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

1.0 Initiating Process Group:

  • 1.1 Selligent Marketing Cloud project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Selligent Marketing Cloud project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Selligent Marketing Cloud 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 Selligent Marketing Cloud 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 Selligent Marketing Cloud 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 Selligent Marketing Cloud 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 Selligent Marketing Cloud project with this in-depth Selligent Marketing Cloud Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Selligent Marketing Cloud 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 Selligent Marketing Cloud 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 Selligent Marketing Cloud investments work better.

This Selligent Marketing Cloud 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.