Technical Support Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Confirm your organization provides Technical Support and expertise in the creation, tracking and delivery of Software Products, conducts, participates or drives technical research and collaboration with developers in the usage of Software Development Tools and systems.

More Uses of the Technical Support Toolkit:

  • Confirm your organization acts as liaison between Implementation, Client Services, Management and Business Development to ensure high impact problems are resolved in a timely and satisfactory manner.

  • Manage the teams with contributions from functional/customer staff, Technical Support groups and informatics professionals toward goal of delivering and supporting systems in a timely, cost effective and responsive manner.

  • Oversee facilities operations, Building Maintenance, custodial services, and grounds keeping activities and ensure work completed to established standards.

  • Manage key projects (implementation, launch, administration, training, Technical Support, maintenance and enhancements) through vendors/contractors and internal project Team Members.

  • Provide Technical Support to End Users and organization management on all Business Functions and processes encompassed in the supported Business Systems.

  • Warrant that your design complies; customers receive personalized support that provides guidance during the planning stage and procurement, seamless delivery and deployment, and continued Technical Support through and beyond the life of physical and virtual systems.

  • Ensure your corporation identifies potential enhancements to the systems; develops specifications for Technical Support personnel to implement enhancements; takes the lead in solving purchasing automation.

  • Organize: regular contact is maintained with Technical Support; in particular as issues are being resolved and new projects are completed that require training and support.

  • Analyze complex problems associated with client Server Technologies and provide Technical Support expertise throughout the Supply Chain Software Implementation.

  • Develop prototype of the System Design and work with database, operations, Technical Support and other IT areas as appropriate throughout development and Implementation Processes.

  • Capture analytical data by providing Technical Support, as a non operational team member, to identify operational deficiencies and develop an appropriate plan, and an associated training program, to correct noted deficiencies.

  • Orchestrate: even though it is free, you consider your bartender Technical Support to be a vital part of the software product you sell, and you want it to be the best.

  • Create and maintain System Software manuals and reference material; develop system recovery procedures to minimize system downtime; provide Technical Support for maintaining system reliability and availability.

  • Provide Technical Support to other technicians, engineers, administrators or users by troubleshooting complex problems related to server or platform functionality and performance.

  • Ensure you designate; lead activities in preparing, reviewing and approving Design Verification/Validation Plans and Reports; Provide Technical Support and Issue Resolution for issues during testing.

  • Secure that your design provides Technical Support in the pre Sales Process and creates compelling technical and commercial solutions in order to help achieve the assigned sales goals and Business Objectives.

  • Confirm your business provides high level Technical Support for Server/Client Operating Systems, Active Directory, Group Policy, Software Deployment, Email, Application/Server Virtualization, and System Performance.

  • Make sure that your organization performs day to day monitoring of infrastructure usage and Performance Metrics, detect and resolve or escalate operational issues by consulting with Technical Support staff to resolve service issues.

  • Arrange that your venture coordinates installation and maintenance of related software with other Technical Support personnel to assure maximum systems performance with minimum downtime.

  • Manage work with sales, Channel Marketing, corporate marketing, Marketing Communications, Technical Support, finance, operations and other departments to ensure the product is effectively introduced to the market and continues to be successful.

  • Guide: plan and organize the development of Technical Support standards, evaluates software and system problems and potential solutions to application systems requirements.

  • Provide oversight and high level Technical Support for ongoing evaluations and Performance Monitoring, learning, and capacity building activities in the field.

  • Provide Technical Support during modification projects and interface with customers, suppliers, and other Project Stakeholders to achieve successful outcomes.

  • Establish that your group performs a variety of maintenance and Technical Support on products as equipment, Integrated Systems and subsystems, and software at customer and/or field locations.

  • Manage work with the Professional Services, Customer Success, and Technical Support Team Members on an ongoing basis to understand customer training needs and apply to training interventions.

  • Be accountable for delivering enterprise telecommunications and computing Technical Support and delivery services to meet defined Service Levels that are benchmarked against Industry Standards and metrics.

  • Provide Technical Support to Distribution Design Engineers, Operations, and Managed Accounts as it relates to distribution field equipment automation and communications.

  • Collaborate with Customer Success, Technical Support, marketing and Engineering teams to resolve technical issues and provide Customer Feedback as the Voice of the customer.

  • Develop: interface with vendors/Technical Support, validation, Quality Assurance, engineering, system owners and Key Stakeholders to schedule and coordinate validation activities to facilitate protocol execution and remediate any present issues.

  • Be certain that your business offers support as a liaison between the plant community, Purchasing, Engineering, the rest of Operations, and suppliers to contain, identify, and resolve supplier Quality Issues and to provide Technical Support.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What strategies for Technical Support improvement are successful?

  2. What is effective Technical Support?

  3. How do you do Risk Analysis of rare, cascading, catastrophic events?

  4. What are your current levels and trends in key Technical Support measures or indicators of product and Process Performance that are important to and directly serve your customers?

  5. How will effects be measured?

  6. Are you making progress, and are you making progress as Technical Support leaders?

  7. Where can you get qualified talent today?

  8. How do you create buy-in?

  9. How do you make it meaningful in connecting Technical Support with what users do day-to-day?

  10. What creative shifts do you need to take?

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

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

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

  4. Closing Process Group: Did the Technical Support Project Team have enough people to execute the Technical 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 Technical 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 Technical 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 Technical 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 Technical 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 Technical Support project with this in-depth Technical Support Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Technical 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 Technical 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 Technical Support investments work better.

This Technical 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.