Save time, empower your teams and effectively upgrade your processes with access to this practical Single Customer View Strategy Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Single Customer View Strategy 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 Single Customer View Strategy specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Single Customer View Strategy 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Single Customer View Strategy improvements can be made.
Examples; 10 of the 998 standard requirements:
- How can organizations profitably offer new products without a complete, 360 degree picture of the individuals holdings, repayment risk, channel preferences, and many other measures?
- What can cx data analytics and AI do to help businesses develop a 360 degree view of customers and provide a seamless customer experience across channels?
- How has marketing procurement and strategic sourcing evolved to accommodate the new demands of 360 degree engagement strategies and brand interactions?
- Can the solution integrate with other systems in order to consolidate identity data silos to create a single view of the customer organization wide?
- Do you truly have a 360 degree view of your customers, or is your perception limited to the needs within the current context of your product?
- How can organizations obtain a 360 view of customers to understand and manage the many factors that affect the path to purchase?
- Do you obtain a single view of customer that can be used from various product systems to meet the regulatory requirements?
- How do you allocate your time across customer interactions, sales related activities, and organization management?
- Do you envision creating a 360 degree view of the customer to accurately predict and anticipate customer needs?
- Is it sufficient if only one single business rule applies or must all business rules apply at the same time?
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 Single Customer View Strategy book in PDF containing 998 requirements, which criteria correspond to the criteria in...
Your Single Customer View Strategy 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 Single Customer View Strategy Self-Assessment and Scorecard you will develop a clear picture of which Single Customer View Strategy 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 Single Customer View Strategy 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 Single Customer View Strategy projects with the 62 implementation resources:
- 62 step-by-step Single Customer View Strategy Project Management Form Templates covering over 1500 Single Customer View Strategy project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Are all complaints of late or incorrect payment sent to a person independent of the already stated having cash disbursement responsibilities?
- Duration Estimating Worksheet: Value pocket identification & quantification what are value pockets?
- Schedule Management Plan: What tools and techniques will be used to estimate activity durations?
- Cost Management Plan: Is there general agreement & acceptance of the current status and progress of the Single Customer View Strategy project?
- Project Management Plan: If the Single Customer View Strategy project management plan is a comprehensive document that guides you in Single Customer View Strategy project execution and control, then what should it NOT contain?
- Change Request: Will all change requests be unconditionally tracked through this process?
- Cost Management Plan: How does the proposed individual meet each requirement?
- Procurement Audit: Has alternatives been considered for the specified procurement Single Customer View Strategy project?
- Roles and Responsibilities: Implementation of actions: Who are the responsible units?
- Procurement Management Plan: Is Single Customer View Strategy project status reviewed with the steering and executive teams at appropriate intervals?
Step-by-step and complete Single Customer View Strategy Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Single Customer View Strategy project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Single Customer View Strategy project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Single Customer View Strategy 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 Single Customer View Strategy 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 Single Customer View Strategy 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 Single Customer View Strategy 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 Single Customer View Strategy project with this in-depth Single Customer View Strategy Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Single Customer View Strategy 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 Single Customer View Strategy 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 Single Customer View Strategy investments work better.
This Single Customer View Strategy 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.
