Description

Monitor your investments and what information will you receive from you

Do you have your organization account linked to your mobile wallet?

How often do you use the mobile organization app for your primary checking account?

What other goods or services do you provide in your business?

Why do you have a sanction on your account?

...Find the answers to these, and more, questions with this Digital Payment Advisor Toolkit:

Adopt a payment system for your organizations customers and merchants.
Build your business case and roadmap to deliver your digital workplace vision and strategy.
Balance your cash in/out portfolio.
Withdraw cash from your organization.
Monitor your investments and access your plans in between meetings.
Make sure your information is appropriately managed and in compliance.
Change your organizations profile picture.
Work with people your age and income.
Manage your day-to-day budgeting.

HOW THIS TOOLKIT WORKS:

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

STEP 1: Get your bearings

Start with...

The latest quick edition of the Digital Payment Advisor 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Digital Payment Advisor improvements can be made.

Examples; 10 of the 993 standard requirements:

How do you best align your products, services and internal processes, including digital capabilities, to support advisors in the practice models most important to your market ambitions?
When you look to the future of wealth management, what are the areas receiving less focus from media/industry that may generate substantial opportunities going forward?
Which investments in talent, technology and managerial capability are necessary to be more adaptive to new platforms and business models adopted by advisory firms?
What synergies exist between longer investments in safety nets, payment delivery systems and financial inclusion with short term emergency responses?
How should interactive advisory services be structured, funded, trained and networked to move to a more interactive innovation model?
Is infrastructure available to maximize the benefits of digital financial services for businesses that join the formal economy?
Do you have a plan for attracting next gen advisors to your organization and for supporting professional development?
Do you have systems and controls in place to suspend the digital advice service in whole or in part if necessary?
Which changes made either by your business or by your customers during crisis should be encouraged and continued?
Does your organization have a plan to incorporate risk controls to support the irrevocability of faster payments?

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 Digital Payment Advisor book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

62 step-by-step Digital Payment Advisor Project Management Form Templates covering over 1500 Digital Payment Advisor project requirements and success criteria:

Examples; 10 of the check box criteria:

Requirements Documentation: Have the benefits identified with the system being identified clearly?
Planning Process Group: Why is it important to determine activity sequencing on Digital Payment Advisor projects?
Procurement Audit: Were no tenders presented after the time limit accepted?
Quality Audit: What data about organizational performance is routinely collected and reported?
Cost Baseline: Is there anything you need from upper management in order to be successful?
Stakeholder Analysis Matrix: What advantages do your organizations stakeholders have?
Procurement Management Plan: Are all key components of a Quality Assurance Plan present?
Human Resource Management Plan: Are internal Digital Payment Advisor project status meetings held at reasonable intervals?
Change Management Plan: Is there support for this application(s) and are the details available for distribution?
Human Resource Management Plan: Has a provision been made to reassess Digital Payment Advisor project risks at various Digital Payment Advisor project stages?

Step-by-step and complete Digital Payment Advisor Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Digital Payment Advisor project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Digital Payment Advisor project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Digital Payment Advisor 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 Digital Payment Advisor 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 Digital Payment Advisor 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 Digital Payment Advisor 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 Digital Payment Advisor project with this in-depth Digital Payment Advisor Toolkit.

In using the Toolkit you will be better able to:

Diagnose Digital Payment Advisor 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 Digital Payment Advisor 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 Digital Payment Advisor investments work better.

This Digital Payment Advisor 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.

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'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'

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'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

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'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

Checklists:

Checklists:Digital Payment Advisor Checklist Report on CLIENT.pdf

Checklists:Digital Payment Advisor Checklist Report on FINANCIAL.pdf

Checklists:Digital Payment Advisor Checklist Report on BUSINESS.pdf

Checklists:Digital Payment Advisor Checklist Report on INFORMATION.pdf

Checklists:Digital Payment Advisor Checklist Report on ORGANIZATION.pdf

Checklists:Digital Payment Advisor Checklist Report on DATA.pdf

Checklists:Digital Payment Advisor Checklist Report on CUSTOMER.pdf

Checklists:Digital Payment Advisor Checklist Report on PAYMENT.pdf

Checklists:Digital Payment Advisor Checklist Report on ACCOUNT.pdf

Checklists:Digital Payment Advisor Checklist Report on DIGITAL.pdf

Checklists:Digital Payment Advisor Checklist Report on SERVICE.pdf

Checklists:Digital Payment Advisor Checklist Report on WORK.pdf

Checklists:Digital Payment Advisor Checklist Report on FINTECH.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Digital_Payment_Advisor_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Digital Payment Advisor Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Digital Payment Advisor Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Digital_Payment_Advisor.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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Why:

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The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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