Visualization Toolkit

Downloadable Resources, Instant Access

Create and maintain a dashboard reporting environment with scannable Visualizations that support light and in depth analysis across multiple functional groups (marketing, sales, product) and Business Objectives (acquisition, conversion, retention).

More Uses of the Visualization Toolkit:

  • Ensure you motivate; lead and support the delivery of a broad range of Data, Analytics, Advanced Analytics, Visualization, Data Science, RPA and AI related Strategy / Advisory engagements.

  • Create and maintain rich interactive Visualizations through data interpretation and analysis integrating various reporting components from multiple data sources.

  • Be accountable for helping clients reach solutions by utilizing Data Management and operations, Data Quality and governance, cloud transformation, self service analytics and Visualization, and data intelligence.

  • Support designing and Visualization of new strategic metrics and KPIs for tracking the health of the customer base, growth, and business performance.

  • Systematize: design and implement scalable data repositories to integrate qualitative and quantitative research data manage the delivery of high impact dashboards and Data Visualizations.

  • Establish: implement business and IT Data requirements through new Data Strategies and designs across all data platforms (relational, dimensional, and nosql) and data tools (reporting, Visualization, analytics, and Machine Learning).

  • Establish that your group develops enterprise Data Management strategies and implements tools to provide Visualization, reporting and Business Intelligence relevant data for analysis, Process Management, operations, and budgeting.

  • Develop strategies to create and maintain insightful automated dashboards and Data Visualization to track core metrics and extract useful insights for your organization.

  • Drive customer focused Solution Development and business strategies by integrating multiple sources of data and sharing findings with management through written reports and effective Visualizations.

  • Ensure you assess; lead internal customers (at all levels) and engineers to identify data platform and Visualization requirements and discover new areas of innovation.

  • Develop enterprise Data Management strategies and implement tools to provide Visualization, reporting and Business Intelligence relevant data for analysis, Process Management, operations, budgeting.

  • Establish efficient and repeatable processes that capture system data, organize it, synthesize it, and structure the information for reporting (Visualization).

  • Arrange that your strategy complies; Continuous Improvement of processes through increasing workload capacity, decreasing delivery times, streamlining workflow processes, refining Visualizations, etc.

  • Leadly develop Data Visualizations leveraging multiple internal and external data source using Business Intelligence/Data Visualization applications.

  • Oversee: work closely with the engineering and Development Teams to identify non functional requirements, build out Data Visualizations and Data Access capabilities in support of business requirements.

  • Ensure you improve; build digestible reports, dashboards, and Visualizations, monitor and understand performance along key KPI, and convey insights that tell an actionable story.

  • Ensure you cooperate; lead the creation of new Data Driven approaches for the purpose of generating business insights through Data Analytics, information Visualization, and addressing unanswered business issues in a proactive manner.

  • Identify the architecture, infrastructure, and interfaces to data sources, tools supporting automated data loads, security concerns, analytic models, and Data Visualization.

  • Ensure you also do deep research and develop Visualizations to highlight insights and make suggestions on how to improve efficiency or understand patterns in underlying data collected by your organization or organization.

  • Coordinate: design interactive dashboards that leverage Data Visualization to deliver analysis of key Call Center metrics and KPIs for use by internal end users.

  • Arrange that your organization provides tactical and Strategic Direction in the areas of Business Intelligence analytics, Data Mining and Visualization and assessment of Data Quality and consistency across platforms, products and business areas.

  • Methodize: design, architecture and develop solutions for application integration and work with application architects for successful integration with Enterprise Applications involving complex/critical security models, Visualization delivery and APIs.

  • Prepare and present insights leveraging effective Data Visualization and succinct communication for Digital Commerce leadership decision support and briefing.

  • Lead: corporate insights and analysis provides actionable insights based on consistent, trusted data through a robust framework of analysis, infrastructure, and Visualizations.

  • Be accountable for analyzing the data which are captured by tags and create reports, dashboards and Visualizations based on the clients requirements and make sure the deliverables meet the client deadlines with quality of work.

  • Manage work with internal leadership to understand the business / use case, and help design functional, insightful Visualizations that help leadership develop and maintain Effective Communications with key business partners.

  • Analyze, design, program, debug and modify software enhancements and/or new products used in distributed, large scale analytics and Visualization solutions.

  • Be accountable for leveraging Machine Learning and Visualization to design tools that can account for customer composition changes or differences to enable actionable and timely insights.

  • Create compelling Data Visualizations to help teams make correct Data Driven decisions and effectively communicate results to team members.

  • Establish: deep dive in large scale data and use Advanced Analytics and/or Visualization tools to identify key insights that inform omnichannel program improvements and Business Strategy.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are your Visualization processes?

  2. Scope of sensitive information?

  3. What needs to be done?

  4. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Visualization services/products?

  5. What does losing customers cost your organization?

  6. Are there regulatory / compliance issues?

  7. To what extent does each concerned units management team recognize Visualization as an effective investment?

  8. Which Visualization data should be retained?

  9. What actually has to improve and by how much?

  10. Are problem definition and motivation clearly presented?

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

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

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

  4. Closing Process Group: Did the Visualization project team have enough people to execute the Visualization 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 Visualization 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 Visualization 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 Visualization 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 Visualization project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Visualization 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 Visualization 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 Visualization investments work better.

This Visualization 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.