Straight Through Processing Toolkit

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Evaluate Straight Through Processing: act as a thought partner and advisor to each practice areas in own specific marketing and Business Development activities.

More Uses of the Straight Through Processing Toolkit:

  • Enable digitization and network transformation strategies, through increased automation and Straight Through Processing Mitigating Risk and reducing manual controls.

  • Ensure you can effectively build and establish credibility through and honest and direct communication style; mature straight shooter who adds value among thE Business leadership and is highly respected throughout the entire organization.

  • Be accountable for ensuring product risks are effectively communicated, understood, and mitigated to acceptable levels through Effective Communication and documentation processes.

  • Strengthen internal capacity for impact at scale by sharing of tools, knowledge and learning through a Community Of Practice.

  • Increase data visibility and access for manufacturing and business teams through the creation and curation of data platforms/systems, operational reports, self service data tools, and managerial dashboards.

  • Assure your organization designers at twitch are involved in development from project conception all the way through execution and iteration.

  • Meet financial objectives through annual Budget Planning and ongoing forecasting and results analysis.

  • Collaborate directly with business stakeholders, customers, and cross functional teams to align and execute on an iterative (Agile) plan that continuously delivers customer value through a vibrant marketplace of consumers and providers.

  • Devise Straight Through Processing: track issues, software bugs, and enhancements, in the various Supply Chain systems and follow through to resolution.

  • Organize departmental Web Analytics platforms ensuring broad adoption of tracking policies, through code instrumentation and application of appropriate taxonomies into administration panels.

  • Guide Straight Through Processing: plan, supervise, and perform complex operational projects designed to transform Business Processes and facilitate Continuous Improvement through lean initiatives, automation, process re engineering, and technology enhancements.

  • Govern Straight Through Processing: effective communicator you collaborate closely with your clients, partners, and associates through Effective Communications.

  • Arrange that your organization recommends, administer, and monitors Network Security through Operating System controls, routing, and filtering devices, and security software.

  • Steer Straight Through Processing: Data Analytics and Category Management drive customer and online category success through regular analysis of KPIs and comparison to monthly and quarterly targets.

  • Confirm your corporation complies; sets Strategic Direction through development and implementation of programs, processes, policies, mechanisms that maintain and/or improve operational productivity in existing or new operations.

  • Be accountable for Marketing Plans should be annual, monthly and by segment of deployment inclusive of cost and deployment strategies (traditional, digital, and/or social media) through the review of competitive data, demand analysis and market mix management.

  • Confirm your group has followed Best Practices that span the Software Development life cycle (from Requirements Definition through specification, design, coding, Quality Assurance, implementation, integration, launch, and production support).

  • Staff Development a monitor development and performance of direct reports through regular meetings to consider performance and development compared to goals, and maintain a dialogue regarding needs and concerns to aid in future development and increase retention.

  • Achieve Cost Savings goals through competitive bids or strategic negotiations.

  • Confirm your organization takes ownership of all aspects of duties shown through reliable, timely performance and accountability.

  • Identify, troubleshoot and resolve security alerts for your clients through its Managed Security Services.

  • Optimize the exposure of internal Data Warehouses through a Customer Data platform and open sourced tooling, delivering the right data to your growth and analytics stacks.

  • Manage potential clients to win thE Business through Strategic Thinking and a challenger sale mindset.

  • Manage a team that combines focusing on cybersecurity excellence through team work while leveraging individual diversity.

  • Manage periodic campaigns of user access review for important systems from kick off through completion.

  • Systematize Straight Through Processing: properly routing work through the verification process.

  • Be accountable for framing systems through study, training and hands on participation in Project Coordination.

  • Develop the knowledge, skill and output of the team through coaching and mentoring.

  • Contribute to team activities across life cycle Systems Management processes from stakeholder needs through validation.

  • Identify and inform management of compliance issues, safety risks and improvement opportunities through the conduct of daily, weekly and monthly audits.

  • Be certain that your enterprise develops, modifie, applies and maintains Quality Standards and protocol for processing materials into partially finished or finished materials product.

  • Manage work with the Security team to develop a strategy to monitor Threats And Vulnerabilities impacting Expanse clients and employees.


Save time, empower your teams and effectively upgrade your processes with access to this practical Straight Through Processing Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Straight Through Processing 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 Straight Through Processing specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Straight Through Processing 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 Straight Through Processing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the timeframes required to resolve each of the issues/problems?

  2. Who are the Straight Through Processing decision makers?

  3. What is the smallest subset of the problem you can usefully solve?

  4. Political -is anyone trying to undermine this project?

  5. What vendors make products that address the Straight Through Processing needs?

  6. Are assumptions made in Straight Through Processing stated explicitly?

  7. What trouble can you get into?

  8. What information should you gather?

  9. How do you go about comparing Straight Through Processing approaches/solutions?

  10. Are approval levels defined for contracts and supplements to contracts?

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 Straight Through Processing book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Straight Through Processing Project Management Form Templates covering over 1500 Straight Through Processing 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 Straight Through Processing project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Straight Through Processing Project Team have enough people to execute the Straight Through Processing 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 Straight Through Processing 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 Straight Through Processing Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Straight Through Processing project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Straight Through Processing Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Straight Through Processing 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 Straight Through Processing 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 Straight Through Processing 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 Straight Through Processing project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Straight Through Processing project with this in-depth Straight Through Processing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Straight Through Processing 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 Straight Through Processing 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 Straight Through Processing investments work better.

This Straight Through Processing 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.