Single Customer View Toolkit

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Orchestrate Single Customer View: partner with internal customers to develop new insights and understand long term vision of programs and deliver actionable results.

More Uses of the Single Customer View Toolkit:

  • Create a single view of your customer with your data, ensuring that complex data points across your activities come together to power a unified customer view.

  • Ensure your organization provides a single executive point of accountability for delivery of local services to all of the unincorporated areas.

  • Lead with expertise in singlE Sign on (SSO), Master Data management (MDM), Social Enterprise technologies and Data Warehousing.

  • From cloud, on prem and hybrid, single office to multi location, networks to security, and all endpoints, servers, workstations, and storage, you leverage your abilities in consulting, technology, and outsourcing to advance client possibilities, reduce risks, and cut operational costs.

  • Collaborate with other Internal Security Engineering and compliance teams to build a single Security vision for Auth0.

  • Help the team and your customers transition from your current single product, perpetual business model to a multi product, subscription / SaaS business model.

  • Ensure you accomplish; understand overall Application Integration space for singlE Sign on and User Provisioning which uses standard federation protocols as OpenID Connect, OAuth etc.

  • Manage forecasting process and be the Single Point of Contact for status updates and reporting on forecasts and revenue plan to actual.

  • Be accountable for leading the development of a single holistic Enterprise Architecture model for your organization from all architecture perspectives (Business Services, Business Processes, Information, Applications and Technology).

  • Customer ownership as the Single Point of Contact, defining a success plan with deliverables, and ensuring clear communication across all activities of the customers post sale journey.

  • Systematize Single Customer View: implement singlE Sign on capabilities for all hosted tools and applications across the Private Cloud environment.

  • Head Single Customer View: aladdin combine sophisticated Risk Analytics with comprehensive Portfolio management, trading, and operations tools on a single platform to power informed Decision Making.

  • Ensure you integrate; understand overall Application Integration space for singlE Sign on and User Provisioning which uses standard federation protocols as OpenID Connect, OAuth etc.

  • Establish that your organization serves as a Single Point of Contact for thE Business risks, compliance, privacy and Security Needs, and partners closely with Legal Counsel on all efforts.

  • Control Single Customer View: monitor and drive customer identity singlE Sign on and multi factor implementation efforts across multi stakeholder teams (internal business stakeholders, technology development and implementation teams, external business partners).

  • Ensure you allocate; understand overall Application Integration space for singlE Sign on and User Provisioning which uses standard federation protocols as OpenID Connect, OAuth etc.

  • Administer singlE Sign on technologies, contribute to the technical roadmap, and work with system owners to integrate sso into platforms.

  • Ensure you conceptualize; understand overall Application Integration space for singlE Sign on and User Provisioning which uses standard federation protocols as OpenID Connect, OAuth etc.

  • Provide single point accountability and leadership for all Supply Planning of assigned portfolio of finished goods and work in process products throughout the product life cycle.

  • Manage the technical delivery of integrations, security, singlE Sign on and application customizations.

  • Guide Single Customer View: act as the Single Point of Contact between operational, proposal and production staff relative to all Proposal Development and production matters.

  • Become skilled in designing solutions for authentication, singlE Sign on, Session Management and authorization enforcement.

  • Build and manage relationships with key customer and business partner; negotiate solutions to complex problems, contributing to broader goals and growth beyond the scope of single Customer Engagement.

  • Be accountable for advancing your organizations Roadmap programs Single Sourcing of Data, Architecture Convergence and Rationalization of Platforms.

  • Establish that your organization acts as an advisor and Single Point of Contact to business partner stakeholders and teams advocating security Best Practices.

  • Secure that your organization solves problems/issues quickly and effectively, involving a methodical step by step approach to thinking; breaks down complex problems into single and manageable components and considering each part in detail.

  • Be accountable for deploying modern Access management options, as singlE Sign on (SSO), federated identities, multi factor authentication (MFA) and Privileged Account Management.

  • Secure that your organization complies; plus ones yonder system enables robots to call for help over the internet where a single human on the other side can respond to this and many other robots.

  • Perform Risk Analyses for each functional area to evaluate points of vulnerability, single points of failure and identify risk avoidance and mitigation strategies.

  • Use platforms, programming, and systems to establish single source data to be leveraged across thE Business to support insights and improved Decision Making.

  • Assure your organization plans and leads local and medium size enterprise projects and performs Project Management coordinating the efforts of internal and external staff with the customer and Business Needs.

  • Provide a strategic point of view for threat monitoring and Incident Response operations that can be impacted by new technologies (cloud, mobility, virtualization), and Business Drivers (M and A, new business models).

  • Collaborate with simulation designers and simulation specialists to align content to Best Practices in simulation delivery.

 

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 999 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 999 standard requirements:

  1. How do you reduce costs?

  2. How do you manage scope?

  3. What counts that you are not counting?

  4. Why improve in the first place?

  5. Implementation planning: is a pilot needed to test the changes before a full roll out occurs?

  6. What do you need to start doing?

  7. How will you recognize and celebrate results?

  8. What is the standard for acceptable Single Customer View performance?

  9. Do you have the optimal Project Management team structure?

  10. To what extent does management recognize Single Customer View as a tool to increase the results?


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 994 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 1500 Single Customer View project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Single Customer View project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Single Customer View Project Team have enough people to execute the Single Customer View project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Single Customer View project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:


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.