Single customer view Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Single customer view 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 868 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 improvements can be made.

Examples; 10 of the 868 standard requirements:

  1. How do you feel about having to self-disclose personal information (e.g., social security or drivers license number or birth dates) in a Customer Service environment. do your views or preferences might affect the way that you provide service to others?

  2. Do you have performance measures in place from the customer point of view? For instance: How many minutes has the service not responded within its SLA the number of affected customers within a given week?

  3. When we establish a view of the suppliers preferences regarding us a customer / potential customer. Would we be seen as a desirable customer and therefore be in a more powerful position?

  4. How can you incorporate new data and analytics into CX analysis (e.g., social listening, text, photo and video analytics, location-based data) to further understand CX and the customer journey?

  5. Many consumers still like getting paper statements and paying by checks. They will not move over to electronic soon. Paper statements are free for them ... why should they give it up?

  6. All around us, companies are personalizing communications to address who customers are and what customers need. Is your company capitalizing on those opportunities, too?

  7. If you are running search, display, e-mail, and in-store promotions, how can you see which campaigns are driving revenue and optimize ad spend across channels?

  8. What methods (including channel design and incentives) work best for ensuring that your organization wins the battle for the competitive research shoppers?

  9. Do superior perceived customer experiences at Apple transfer to customer expectations of mobile telecom operators, clothing retailers, or restaurants?

  10. If you have lots of information about your customers, but its stored in different places. How can you use it to deliver targeted content and offers?


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 book in PDF containing 868 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Single customer view Project Management Form Templates covering over 6000 Single customer view project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: What is the difference between using brainstorming and the Delphi technique for risk identification?

  2. Closing Process Group: How dependent is the Single customer view project on other Single customer view projects or work efforts?

  3. Responsibility Assignment Matrix: Are meaningful indicators identified for use in measuring the status of cost and schedule performance?

  4. Assumption and Constraint Log: What would you gain if you spent time working to improve this process?

  5. Human Resource Management Plan: Have all documents been archived in a Single customer view project repository for each release?

  6. Human Resource Management Plan: Are all payments made according to the contract(s)?

  7. Project or Phase Close-Out: If you were the Single customer view project sponsor, how would you determine which Single customer view project team(s) and/or individuals deserve recognition?

  8. Stakeholder Management Plan: Are there processes in place to ensure internal consistency between the source code components?

  9. Activity Duration Estimates: What are some of the largest companies that provide information technology outsourcing services?

  10. Network Diagram: What is the organization s history in doing similar activities?

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

1.0 Initiating Process Group:

  • 1.1 Single customer view project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Single customer view 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 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 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 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 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 project with this in-depth Single customer view Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Single customer view 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 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 investments work better.

This Single customer view 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 3rd May 2018

    JOHN G. Principal Consultant

  • 5
    Awesome, thank you so much!!

    Posted by ZORAN M. on 3rd May 2018

    ZORAN M. Knowledge Management Consultant

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 3rd May 2018

    DAAN C Senior Consultant

  • 5
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 4th Apr 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 5
    I have been looking at the document, and it is quite extensive.

    Posted by PENGILLY W. on 3rd Apr 2018

    PENGILLY W. Director IT & Logistics at a leading University

  • 5
    Hi everybody, The book is amazing, I will read it deeper during my next holidays. Thanks and regards

    Posted by Diego P. on 3rd Apr 2018

    Diego P. Head of BDA Business Unit

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 2nd Apr 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 2nd Apr 2018

    BRETT O. Strategist

  • 5
    cake.hr

    Posted by cake.hr on 4th Mar 2018

    The Verdict: The Complete Self-Assessment package ticks a lot of checkboxes, especially for businesses testing the waters for decision making and performance enhancement and for companies that can not have a full-time professional on payroll to guide the initial implementation of their drive.