CX Platform Toolkit

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Orchestrate CX Platform: on board new customers, develop and manage a detailed implementation plan of requirements, lead and track cross functional activities, communications, conduct Risk Management and identify resource needs.

More Uses of the CX Platform Toolkit:

  • Ensure you mastermind; build meaningful and trustful customer relationships through your results driven approach and CX programs.

  • Collaborate closely with Creative Directors and CX to ensure effective translation from strategy into design.

  • Provide technology leadership on new solutions and drive the technical architecture/design alignment with automation/orchestration offers and incubate/innovate on new capabilities and core assets/IP working with CX Product Management and Delivery teams.

  • Ensure you realize; build meaningful and trustful customer relationships through your results driven approach and CX programs.

  • Support the sales teams in negotiating and executing CX Sales Activities and directly and indirectly driving revenue.

  • Audit CX Platform: through your network of CX centers you enable delivery of Innovative Services and solutions.

  • Warrant that your organization develops and implements CX training tools and initiatives for all User levels and directs the adoption of CX across the system for continued growth of Team Member engagement.

  • Align serve as the thought leader for CX applications in your organization and lead your organization of professional architects, designers, developers, Business Analysts, and functional experts.

  • Drive Customer Portal adoption in line with the CX Balanced Scorecard and apply Strategic Thinking while partnering with Marketing And Sales.

  • Manage work with a peer in Business Development to ensure new work is scoped properly to your CX teams capability and ensures the team can execute the Project Timelines provided to new clients with anticipation.

  • Ensure CX, partners and sellers are equipped with CX knowledge, skill set and tools to maximize Customer Success and Business Growth.

  • Represent cx in various cross functional initiatives; assume responsibility for consulting team, specific deliverables, and driving projects forward.

  • Coordinate SIEM platform event collection, Log Management, and Security Monitoring activities for Networking Devices and operating systems.

  • Lead CX Platform: partner with Cloud Engineering, platform operations, and other teams in executing migration projects to ensure minimal risk and business disruption.

  • Ensure all in a cloud platform designed to continually evolve and scale with your organization.

  • Evaluate CX Platform: design and develop Platform As A Service (PaaS) solutions using different Azure services.

  • Create and close opportunities from start to finish full sales cycle ownership.

  • Manage work with customers to understand and validate technical requirements (Security evaluation, SinglE Sign On, SAML, Platform Integrations, API usage).

  • Evaluate CX Platform: work closely with technology leaders, peer architects, business partners and other technology stakeholders to drivE Business strategy into highly scalable and cost effective platform and integration solutions.

  • Confirm your enterprise complies; monitors and facilitates the review and execution of vendor contracts through the workflow platform to ensure compliance with Executive Directives.

  • Warrant that your strategy develops solution designs and leads implementation efforts from an architecture perspective for all Technology Platform projects.

  • Ensure engage on known or emerging security and IT risks for Cloud Services by initiating or influencing the development of new platform / security architectures and compliance with architectural principles and objectives.

  • Be accountable for serving as the incident and Problem Management and Single Point of Contact for the (Network and Platform Technology for Cloud Services) and Cloud Services for clients.

  • Ensure you liaise; lead/facilitate brainstorming sessions to identify problems, perform Root Cause Analysis, and develop potential solutions at product and platform level.

  • Ensure successful integration of customer facing platform services and Internal Systems.

  • Identify CX Platform: design, build, manage and operate the Infrastructure As A Service layer (hosted and cloud based platforms) that supports the different platform services.

  • Use your knowledge Platform As A Service offerings in the market, cloud Application Architecture and Best Practices, API Management, Microservices, DevOps, Data Modernization and cloud integration suites to advise your clients on the Hybrid Cloud journey and multi speed IT.

  • Identify and build API resources that should be securely exposed by the platform versus developing point to point interfaces.

  • Serve as technical liaison to vendors for products and Customer Support Issues.

  • Collaborate with internal stakeholders to ensure the design and functionality of the platform is driving efficient productivity and value across your organization.

  • Develop CX Platform: work closely with other Technology Teams to identify dependencies and collaboration needs (business applications, dev/ops, digital applications, network, infrastructure, architecture and delivery).

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are the timeframes required to resolve each of the issues/problems?

  2. How do you manage CX Platform Knowledge Management (KM)?

  3. How will your organization measure success?

  4. What are the key elements of your CX Platform Performance Improvement system, including your evaluation, Organizational Learning, and innovation processes?

  5. What are specific CX Platform rules to follow?

  6. What stupid rule would you most like to kill?

  7. How do your controls stack up?

  8. What qualifications are necessary?

  9. Where do you need CX Platform improvement?

  10. Are resources adequate for the scope?


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

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

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

  4. Closing Process Group: Did the CX Platform Project Team have enough people to execute the CX Platform 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 CX Platform 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 CX Platform 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 CX Platform 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 CX Platform 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 CX Platform project with this in-depth CX Platform Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose CX Platform 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 CX Platform 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 CX Platform investments work better.

This CX Platform 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.