Interactive Intelligence Toolkit

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Work with Leadership Team on execution or recommended schedule adjustments to meet daily KPIs while also maintaining Key Performance Metrics Scorecards for thE Business using WFM and customized tools.

More Uses of the Interactive Intelligence Toolkit:

  • Provide regular communication to marketing and Call Center staff on Problem Resolution status.

  • Confirm your project ensures processes implemented in assigned Call Center working with one or more divisional Call Center staff.

  • Standardize: active call monitoring live and recorded.

  • Steer: administration, Call Center systems.

  • Manage work with Call Center Management Team to support the implementation of call plans.

  • Assure your organization uses applicable forecasting tools to develop projected future call volumes for interval, daily, weekly, monthly and annual increments.

  • Lead: implement Automated Testing that ensures stable full feature applications that meet the customers needs.

  • Prepare and analyze daily reporting metrics (KPIs).

  • Ensure you liaise; understand the testing requirements of the feature/system/service being tested.

  • Follow Agile Testing principles through participation on an Agile Delivery team.

  • Guide: workforce systems and reporting analysis.

  • Collaborate with business units to understand Strategic Goals and promote an environment conducive to creativity, change, and Information Exchange.

  • Assure your enterprise provides guidance to Call Center Management on Resource Utilization and resource gap analyses.

  • Arrange that your team determines ways to optimize technology to meet operational objectives.

  • Arrange that your organization communicates regularly with colleagues and management.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Interactive Intelligence 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 Interactive Intelligence improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you know who is a friend or a foe?

  2. What are your results for key measures or indicators of the accomplishment of your Interactive Intelligence Strategy and action plans, including building and strengthening core competencies?

  3. 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?

  4. What is the recognized need?

  5. How do you set Interactive Intelligence stretch targets and how do you get people to not only participate in setting these stretch targets but also that they strive to achieve these?

  6. Is there any additional Interactive Intelligence definition of success?

  7. Do Quality Systems drive continuous improvement?

  8. What do you measure to verify effectiveness gains?

  9. What data do you need to collect?

  10. How do you recognize an objection?


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 Interactive Intelligence book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

  • 1.1 Interactive Intelligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


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 Interactive Intelligence 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 Interactive Intelligence 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 Interactive Intelligence project with this in-depth Interactive Intelligence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Interactive Intelligence 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 Interactive Intelligence 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 Interactive Intelligence investments work better.

This Interactive Intelligence 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.