Tech Support Toolkit

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Be certain that your organization works with other Technology Team members, Product Networking and Tech Support for any Application Development, netWork Plans, trouble shooting, implementations and changes on the database servers.

More Uses of the Tech Support Toolkit:

  • Audit: Tech Support IAM security.

  • Initiate: software upgrade, new systems, training, and Tech Support.

  • Guide: Tech Support DevOps analysis.

  • Ensure your business develops procedures that operational Tech Support staff use to support MDM enrolled end user devices.

  • Methodize: platform install/updates coordinate with the vendors/internal application owner and Tech Support to ensure trading platforms are correctly installed, configured, and tested.

  • Develop: Software Engineering Tech Support.

  • Methodize: IT Project Management offshore Project Management staff augmentation Network Management and Tech Support website development.

  • Supervise: information technology/Tech Support.

  • Support equipment process qualification and ensure consistency with process needs defined by Manufacturing or Tech Support.

  • Manage work with Tech Support on any new programming developments.

  • Lead: on site visits for Tech Support needed on occasion.

  • Systematize: better communication with Tech Support team.

  • Help facilitate trainings for Tech Support.

  • Arrange that your business complies; previous work in Customer Support, Tech Support, or moderating content for a web based application.

  • Confirm your venture complies; sales and Tech Support supervisor, Call Center operations.

  • Be accountable for partnering with Tech Support to set up SAML/Single Sign On and other learning integrations.

  • Warrant that your operation meets identified goals in regards to client service Tech Support metrics.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Tech Support 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 Tech Support improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you identify any significant risks or exposures to Tech Support thirdparties (vendors, Service Providers, alliance partners etc) that concern you?

  2. What are the performance and scale of the Tech Support tools?

  3. How do you measure risk?

  4. What does a Test Case verify?

  5. How can you incorporate support to ensure safe and effective use of Tech Support into the services that you provide?

  6. How do you manage unclear Tech Support requirements?

  7. How much data can be collected in the given timeframe?

  8. Who defines (or who defined) the rules and roles?

  9. Do you understand your management processes today?

  10. What is the kind of project structure that would be appropriate for your Tech Support project, should it be formal and complex, or can it be less formal and relatively simple?

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 Tech Support book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Tech Support project team have enough people to execute the Tech Support 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 Tech Support 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 Tech Support Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Tech Support 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 Tech Support project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Tech Support 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 Tech Support 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 Tech Support investments work better.

This Tech Support 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.