Customer Effectiveness Toolkit

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Organize Customer Effectiveness: Data Analysis and Experimental Design work closely with SMEs (molecular biologist, engineers, etc) to improve instrument performance and analyze experimental data.

More Uses of the Customer Effectiveness Toolkit:

  • Warrant that your organization determines the appropriate model for delivering Technical Support from a variety of service divisions to a wide range of customer departments.

  • Confirm your group applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive Customer Loyalty.

  • Ensure your strategy understands a number of your organizations technologies in order to provide Technical Systems management support or deliver part of a detailed Technical Design which meets Customer Requirements.

  • Confirm your group provides Quality Assurance support to ensure that the products produced are manufactured in accordance to the specifications and requirements as defined by the customer and/or organization.

  • Identify routine or common production and new Customer Support tasks requiring IT involvement that can be automated and transitioned to customer operations and implementation staff to reduce new development disruptions.

  • Lead Customer Effectiveness: Customer Service has traditionally been seen as a cost center and one that is optimized for Operational Efficiency.

  • Establish Customer Effectiveness: Customer Relationship Management.

  • Work closely and collaborate with internal and external teams across thE Business to provide more focus and visibility to consumer behavior, timely consumer and campaign insights to increase the ROI and the customer Lifetime Value.

  • Continue to develop a strategic account plan for your customers to support product expansion and ensure Customer Retention.

  • Ensure you helm; build analytics tools that utilize the Data Pipelines to provide actionable insights into customer acquisition, Operational Efficiency and other key business Performance Metrics.

  • Organize Customer Effectiveness: document and report on activities and projects in Customer Relationship Management system, Salesforce.

  • Lead continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively to provide quality seamless Customer Service.

  • Keep cross functional partners informed on category and navigation performance, using site analytics and Customer Feedback to help inform future development of the website and its content.

  • Govern Customer Effectiveness: confident in applying methodology, tools and processes to ensure successful customer adoption.

  • Make sure that your organization develops scope, schedule, plans and leads hardware, software and system level audits to determine compliance with Quality Management System standards, configuration assurance, related business, regulatory and Customer Requirements, and reports results to management.

  • Support customer technical issues, facilitating the process from initial contact through troubleshooting, Issue Resolution, and customer follow up.

  • Execute configuration changes to Cloud Server environments, database instances, ERP Systems, and industry specific Vertical solutions to address evolving Customer Requirements and product issues.

  • Develop, lead and participate on cross functional teams in order to effectively coordinate project activities and meet customer need.

  • Drive sales margins, Customer Satisfaction, Cost of Quality, inventory, productivity, Organizational Development, manufacturing profit and other operational metrics of the facility.

  • Orchestrate Customer Effectiveness: review contracts to identify all critical Customer Requirements; review and coordinate implementation of customer quality requirements.

  • Ensure you lead the monthly Business Reporting, combining the seller, Customer Insights with the operating analysis for the executive leadership for the App and Infra solution area.

  • Ensure you designate; lead customer facing Technical Engineering on assigned accounts for project delivery, deployment, commissioning, and operations in support of the Project Management.

  • Deliver results that achieve or surpass projects targets based on ROI, Customer Satisfaction, or employee satisfaction improvement objectives.

  • Facilitate communication between operations, engineering, quality, and the customer (where appropriate) to optimize Continuous Improvement and Issue Resolution results.

  • Receive and process customer concerns covering products ordered.

  • Initiate Customer Effectiveness: plan, coordinate, and execute projects to deliver accurate, effective, and timely solutions that promote customer product adoption.

  • Make sure that your operation participates in the implementation of Customer Engagement and Product Development plans as functional expert bringing diverse perspective to leverage multiple ways of thinking while developing end user focused Process Solutions.

  • Warrant that your team complies; implements new features and functionality at customer sites or, if significant in scope, engages the Implementation Team.

  • Be accountable for using Data Collection, Customer Relationship Management, and printing management systems.

  • Pilot Customer Effectiveness: advocate for security, privacy, and compliance product improvements to the security, product, IT infrastructure and software Development Teams through customer use cases and stories.

  • Devise Customer Effectiveness: design and implement strategies to monitor the effectiveness of Data Management and governance programs and identify, manage and mitigate current and emerging risks.

  • Ensure you enhance; understand and communicate market opportunities, trends, needs and partner feedback to cross functional teams.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What do you measure to verify effectiveness gains?

  2. Are your outputs consistent?

  3. Who do you want your customers to become?

  4. Will Customer Effectiveness have an impact on current Business Continuity, Disaster Recovery processes and/or infrastructure?

  5. Are there any easy-to-implement alternatives to Customer Effectiveness? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  6. In retrospect, of the projects that you pulled the plug on, what percent do you wish had been allowed to keep going, and what percent do you wish had ended earlier?

  7. How can you improve Customer Effectiveness?

  8. What is something you believe that nearly no one agrees with you on?

  9. How do you prevent mis-estimating cost?

  10. What is the Value Stream Mapping?


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

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

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

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

1.0 Initiating Process Group:

  • 1.1 Customer Effectiveness project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Effectiveness 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 Customer Effectiveness 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 Customer Effectiveness investments work better.

This Customer Effectiveness 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.