Account Support Toolkit

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Govern Account Support: category technology, it, digital technology, Corporate Security, Software Engineering and cloud, Data Science and engineering, corporate.

More Uses of the Account Support Toolkit:

  • Confirm your operation complies; as account level contact for existing customers, provides Account Support and coordinates service activity through collaboration with Pricing, Operations, Sales, and Customer Service regarding commercial and operational issues.

  • Confirm your organization as account level contact for existing customers, provides Account Support and coordinates service activity through collaboration with Pricing, Operations, Sales, and Customer Service regarding commercial and operational issues.

  • Secure that your strategy develops, update and maintains a comprehensive database of technical and corresponding resolutions.

  • Be accountable for implementing aspects of territory and Account Management and development; identifying accounts with high close potential, qualifies and forecasting time frames to closE Business.

  • Ensure you know how to serve as a gatekeeper to protect the Executive Directors time so high level projects stay on track.

  • Provide daily management of program level risks and issues related to organizational impact and acceptance of change, regulatory controls and audit findings, identity Data Security, and scope/schedule/cost.

  • Consult on project readiness Advise Account Management team on how the services are successfully setup and ready to go live.

  • Confirm your business complies; is an Accounts Receivable management organization that connects consumers and businesses through customer centric account resolution.

  • Engage with internal teams, Project Teams and business areas to consider issues and document or account for technical solutions in a simplified meaningful way.

  • Create quarterly, monthly, and weekly reports of project status/results; work with account leads to analyze data and provide sound insights and ideas for necessary adjustments moving forward.

  • They lead the Marketing Strategy and Planning, Brand Communications, and Account Based Marketing Engine teams in providing internal and external Marketing And Communications to advancE Business strategies and initiatives and connect with employees, clients, and partners.

  • Identify information system security requirements and practices to ensure the safety and security of your organizations information assets.

  • Provide input into rental accounts account plans with insight gathered through branch visits.

  • Create account plans and develop strategies to meet and achieve overall sales quota.

  • Become the expert in determining severity of accessibility defects and be able to account for the impacts to development team members.

  • Evaluate Account Support: measurement of the Transportation Network cost and service performance, analysis, implementation and development of improvement initiatives in support of the account executives.

  • Guide Account Support: review change in customers requirements, feature needs, and communicate with account team and Product Management.

  • Prepare detailed monthly actual to budget variance reports to supPort Management in the review of monthly operating performance and allocation.

  • Ensure saml authentication for all applications with the goals of reducing reliability on password based credentials, increasing security and streamlining account creation/deletion.

  • Ensure you account for; outdated Supplies And Equipment needs and reports appropriately.

  • Direct Account Support: work hand in hand with your account executives to set up introductions and demos with qualified prospects.

  • Encourage the account team and partners to analyze competitions potential offerings and leverage NICE Actimize strengths and relationships for maximum competitive advantage.

  • Facilitate and lead regional and/or local demand review meetings with sales team and account managers.

  • Methodize Account Support: design, implement, and measure account growth plans, and acquire net new logos through effective sales campaigns.

  • Ensure you use the tools of interactive design and work alongside Art Directors, Account Managers and other Designers to execute digital advertising for a variety of clients.

  • Oversee Account Support: review Work Plans and equipment requirements to ensure efficient response and start and completion of projects.

  • Assure your planning complies; conducts one on one review with all Account Executives to build more effective communications, to understand Training and Development needs, and to provide insight for the improvement of Account Executives sales and activity performance.

  • Collaborate with other information technology departments and vendors to deliver optimum Customer Service .

  • Collaborate with Field Service Management sales and solution Engineering teams, service cloud account executives, and Product Management to deliver the appropriate solution and establish credibility and trust with the customer.

  • Collaborate with Data Engineers and account for Data Gathering requirements to access and manipulate data.

  • Ensure you recommend changes in investigative process to improve efficiency/effectiveness while maintaining the highest Quality Standards.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What should you stop doing?

  2. How is performance measured?

  3. How do you create buy-in?

  4. What are hidden Account Support quality costs?

  5. Is the Account Support documentation thorough?

  6. How do you define collaboration and team output?

  7. Who, on the executive team or the board, has spoken to a customer recently?

  8. What are the estimated costs of proposed changes?

  9. Will it solve real problems?

  10. How is the way you as the leader think and process information affecting your organizational culture?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Account 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 Account 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 Account Support investments work better.

This Account 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.