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More Uses of the Account Self Service Toolkit:




• Participate and contribute to Account Planning for existing clients.
  
  

• Manage client relations regarding account information, client inquiries and supporting your internal client team.
  
  

• Supervise Account Self Service: strategically drive new business in selected accounts in close synergy with the account teams and manage assigned services sales and revenue targets.
  
  

• Facilitate interdepartmental team and client meetings effectively and successfully transition fully implemented clients to dedicated Account Managers.
  
  

• Be accountable for deploying modern Access management options, as SinglE Sign On (SSO), federated identities, multi factor authentication (MFA) and Privileged Account Management.
  
  

• Ensure customer Master Data, account profile information, and customer product information is up to date.
  
  

• 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.
  
  

• Input all navigator forecasting entries and gain alignment on all final forecasts with account executives.
  
  

• Audit Account Self Service: participation in contract and account governance by establishing key business and professional relationships with appropriate delivery organizations to facilitate effective Service Delivery.
  
  

• Ensure you educate; lead coordinating account strategy and tactics for sales support team (inside sales, Systems Engineering, sales management).
  
  

• Ensure your organization connects project outcomes with customers overall vision and MicroStrategy account strategy.
  
  

• Secure that your organization complies; functions as account visionary partnering with client from a Thought Leadership, innovation and growth perspective.
  
  

• Pilot Account Self Service: on a continuous basis, analyze situations and develop solutions; identify, interpret, account for and enforce violations; review and interpret codes and rules; and maintain awareness of safety at all times.
  
  

• Optimize Customer Engagement, retention, renewals and account growth across real estate and business (Auto, Finance, Digital, etc).
  
  

• Develop mutually beneficial and productive long term partnerships with your customers based on high quality account plans.
  
  

• Secure that your organization provides guidance for creating forecasts and budgets to Operations Management by collecting analyzing and summarizing account information and trends.
  
  

• Evaluate Account Self Service: an Identity Management consultant designs and implements Account Management and identity synchronization solutions for multiple companies.
  
  

• Control Account Self Service: work as your organization partner with account teams to develop pursuit strategies for engaging IT Leadership at customers and prospects.
  
  

• Be certain that your operation coordinates, execute, implements, and maintains the installation and operation of customer application systems.
  
  

• Confirm you design; lead and direct the customer account planning cycle, gain internal leadership alignment and ensure assigned customers needs are met.
  
  

• Develop sales activities with new enterprise account customers; up sell and cross sell to the existing customer base.
  
  

• EngagE Business and IT stakeholders to build consensus around overall IAM Program success metrics, business benefit, and support for Organizational Change.
  
  

• Ensure you account for; lead and direct staff team to collaborate with data owners and users throughout your organization to modify or implement new repeatable and reliable Business Processes in order to implement truly effective Data Governance.
  
  

• Ensure you charter; lead process and improve operational efficiencies related to the new account paperwork, processing and communication with clients.
  
  

• Manage the Account Management to develop, review, plan and implement the sales strategy for customers.
  
  

• Deliver high quality, on time designs that take into account cross functional requirements.
  
  

• Work closely in a cross functional capacity with Account Managers to turnover successful resellers and introduce to AM.
  
  

• Support client relationships, Business Development, and Account Management leadership through the development of Thought Leadership, client and internal collateral, and training.
  
  

• Manage work with sales account team to help formulate a technical strategy to address customer Business Needs.
  
  

• Ensure you undertake; understand the implications of Data Quality issues and account for the impact technology, Organizational Structure, and business practices have on Data Quality.
  
  

• Head Account Self Service: accountability hold ones self and others accountable for measurable quality, timely and cost effective results, and accepts responsibility for impacts to thE Business and changes to Business Processes.
  
  

• Identify opportunities to innovate and enhance Service Delivery through ownership and Best Practices.
  
  

• Be certain that your organization exercises initiative in organizing and completing assigned tasks according to established guidelines, safety Standards and Procedures, deadlines and department parameters.
  
  




 



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



STEP 1: Get your bearings



Start with...




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



Examples; 10 of the 999 standard requirements:




1. Are accountability and ownership for Account Self Service clearly defined?
   
   

2. Is it possible to estimate the impact of unanticipated complexity such as wrong or failed assumptions, feedback, etc. on proposed reforms?
   
   

3. Who do you think the world wants your organization to be?
   
   

4. Is it clearly defined in and to your organization what you do?
   
   

5. Among the Account Self Service product and service cost to be estimated, which is considered hardest to estimate?
   
   

6. Is there an action plan in case of emergencies?
   
   

7. What tests verify requirements?
   
   

8. Is there a work around that you can use?
   
   

9. What are your Account Self Service processes?
   
   

10. How do you link measurement and risk?
    
    




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




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




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

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



1.0 Initiating Process Group:




• 1.1 Account Self Service project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Account Self Service 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 Self Service 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 Self Service 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 Self Service 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 Self Service 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 Self Service project with this in-depth Account Self Service Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Account Self Service 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 Self Service 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 Self Service investments work better.



This Account Self Service 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.