Technology Modernization Toolkit

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Pilot Technology Modernization: Web Development, site administration and content publishing site management, focusing creating an environment to increase online engagement for users.

More Uses of the Technology Modernization Toolkit:

  • Ensure you create; lead and execute consultative and advisory engagements with your organizations various business segments that are undergoing Technology Modernization and Cloud Migration initiatives.

  • Be accountable for designing of finance technology architectures, finance Data Models that are part of Technology Modernization initiatives and benchmarking/standard industry practices.

  • Maintain and grow your expertise in leading transformational technology concepts and methodologies.

  • Coordinate an IT Program Management team to deliver a holistic portfolio of technology work on time and on budget (many projects involving cross department resources).

  • Secure that your team oversees the technology team in the areas of Network Infrastructure, Information Resources, Application Development and Deployment, Customer Service, Cybersecurity, and Instructional Technology.

  • Evaluate and implement emerging technology as cloud Data Warehouse appliances, real time streaming, predictive/prescriptive/diagnostic and descriptive analytics, Data Visualization, and Cloud based Big Data.

  • Communicate complicated technology concepts in a manner that is understandable in terms of business impact so that business decisions can be made.

  • Oversee Technology Modernization: work closely with Information Technology (IT), Engineering, Security, Loss Prevention, Safety, Facilities, Supply Chain, Finance, Human Resources, Vendors, General Contractors, Operations, and the Project Team.

  • Formulate Technology Modernization: actively seek out opportunities to automate your Marketing And Sales technology stack to improve team capability and free up more time for your teams to focus on marketing and selling.

  • Secure that your business complies; partners heavily with application, data, and technology enterprise architects to develop and integrate information and application architectures, strategies, approaches, policies, standards, etc.

  • Collaborate with other IT functional areas to keep IT technology and service managers aware of key enterprise customer issues, identifying and resolving potential problems and conflicts.

  • Synthesize market changes and technology improvements into actionable improvements for the platform through Market Research and Competitive Landscape and offerings.

  • Develop the vision and Technology Roadmap for the Big Data Security, Compliance, Privacy and Governance team.

  • Establish and maintain effective partnerships and relationships with Enterprise Architecture, Enterprise Software Engineering, Technology Delivery, Technology and Business leadership, Infrastructure, and others.

  • Collaborate and lead conversations with business and technology partners to identify and understand analytic / Business Needs.

  • Contribute to and iterate on existing business and Program Development strategies and processes.

  • Assure your business assess new and Emerging Technologies in context of your organizations strategy in order to maximize contribution of technology to Business Objectives.

  • Ensure your organization develops and promulgate information technology policy, governance, and procedures, and Best Practices.

  • Guide Technology Modernization: actively involved in providing quality support and technical direction for New Product Development, as part of technology transfer teams, from Research and Development to manufacturing though Scale Up process/product development, product and Process Validation.

  • Liaise with business and technology in the development of a new proprietary Order Management System.

  • Oversee Technology Modernization: work across product and technology to continuously improve the effectiveness and efficiency of Internal Controls through Best Practice controls design and the application of automation.

  • Ensure your planning provides, regular visibility, and communicates thE Business perspectives and IT implications to stakeholders to help scopE Business and technology long term value/vision.

  • Stay informed of technology advances and investigate whether appropriate current technology tools or applications can make logistics processes more efficient and cost effective.

  • Coordinate Technology Modernization: implement intent and signal based digital advertising, retargeting, and Email Marketing related touchpoints with technology and tooling.

  • Establish Technology Modernization: partner with the security and information Technology Teams to develop and maintain a Zero Trust Security Architecture to ensure the confidentiality, integrity, and availability of organization data.

  • Be accountable for performing and overseeing technology assessments, Systems Design, Systems Analysis, acquisition planning, and Budget Planning.

  • Manage work with management to identify business and technology risks, controls that mitigate risks, and the related opportunities for control improvements.

  • Manage Technology Modernization: Management Consulting professionals design and implement process and change interventions that integrate strategy, technology and people to enable Process Improvements that create value for clients.

  • Work with information technology (it), records and legal professionals to create, organize and document the processes with which data is collected, shared, utilized, protected, cleaned and stored, while enhancing efficiency and preventing inaccurate data handling and data corruption.

  • Seek now is creating and leveraging technology to revolutionize multiple property related industries.

  • Apply Process Improvement and re engineering methodologies and principles to conduct process modernization projects.

  • Lead Technology Modernization: operation managers must promote Continuous Improvement in methods, systems, and procedures, while continuing to encourage teamwork, reduce expenses, and develop employee potential.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Technology 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 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 Technology Modernization improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is the extent or complexity of the Technology Modernization problem?

  2. What is the problem and/or vulnerability?

  3. If no one would ever find out about your accomplishments, how would you lead differently?

  4. How do you know if you are successful?

  5. What will drive Technology Modernization change?

  6. Which Technology Modernization goals are the most important?

  7. What are customers monitoring?

  8. How do you keep records, of what?

  9. What scope to assess?

  10. How do senior leaders actions reflect a commitment to the organizations Technology Modernization values?

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 Technology Modernization book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Technology 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 Technology 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 Technology 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 Technology 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 Technology Modernization project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Technology 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 Technology 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 Technology Modernization investments work better.

This Technology 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.