Systems Modernization Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Systems Modernization 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Systems Modernization improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Are your customers purchasing different are your customers purchasing different financial components for the purposes of integration or is that integration generally done with a legacy system?

  2. Are the expectations for legacy computerized systems clear in terms of need for gap analysis, risk assessment and remediation plans to address good data management and integrity practices?

  3. How do you standardize and/or modernize the systems engineering architecting and deployment process at a large organization filled with legacy practices and ideas?

  4. What impact would there be on your organization if business rules were more consistently applied and legacy administrative systems were more tightly integrated?

  5. Do you connect to legacy systems and easily integrate with office productivity suites, enterprise applications and databases, cloud services, and DevOps tools?

  6. How do cloud based accounting systems affect legacy management accounting practices including budgeting and techniques to manage supply chain relationships?

  7. Have you considered all factors in designing, implementing, and operating custom developed systems, platform integration, and application modernization?

  8. Will changes be made to the legacy system since the legacy systems team was going to have to do work to support the interfaces to the on line system?

  9. What are the specific requirements that a network operating system must meet to support digital transformation and datacenter network modernization?

  10. Is it practical to ignore the defects in the legacy system and continue with a standardized automated data cleansing process at timely intervals?


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 Systems Modernization book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Systems Modernization Project Management Form Templates covering over 1500 Systems Modernization project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: How is the evaluation of contract performance organized?

  2. Risk Audit: Do you meet all obligations relating to funds secured from grants, loans and sponsors?

  3. Activity List: How should ongoing costs be monitored to try to keep the Systems Modernization project within budget?

  4. Quality Audit: How does your organization know that it is maintaining a conducive staff climate?

  5. Cost Estimating Worksheet: Does the Systems Modernization project provide innovative ways for stakeholders to overcome obstacles or deliver better outcomes?

  6. Project Management Plan: Does the implementation plan have an appropriate division of responsibilities?

  7. Activity Duration Estimates: What are the typical challenges Systems Modernization project teams face during each of the five process groups?

  8. Project Management Plan: Is there anything you would now do differently on your Systems Modernization project based on past experience?

  9. Human Resource Management Plan: Are people being developed to meet the challenges of the future?

  10. Procurement Audit: Do procedures require cash advances to be returned by transferred or terminated employees before they can receive final paychecks?

 
Step-by-step and complete Systems Modernization Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Systems Modernization project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Systems Modernization 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 Systems Modernization 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 Systems Modernization investments work better.

This Systems Modernization 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.