Professional Services Automation Toolkit

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Analyze, coordinate and integrate economic and demographic data and gather, organize, analyze, and present a variety of information and data in statistical collection systems and concise reports.

More Uses of the Professional Services Automation Toolkit:

  • Devise: administration and management of Professional Services Automation Tool.

  • Coordinate: complete RPA process configuration and Unit Test code for usability, reliability, and overall performance.

  • Provide day to day administration of your Professional Services Automation and education tools.

  • Maintain a variety of web based Database Systems for your organization.

  • Analyze data, interpret policies, procedures and regulations, develop appropriate conclusions, and prepare reports.

  • Orchestrate: contract development, negotiation, management and monitoring (fiscal and program).

  • Secure that your project supports training team on delivery and development of materials for End Users.

  • Manage the development, evolution, and optimization of your services methodologies and processes.

  • Direct: continuously improve and enhance the implementation methodology to drive efficiency and consistency.

  • Steer: research techniques, Data Collection and statistical methodology and analysis.

  • Ensure your corporation complies; as threats and technology evolve, you stay in step to accomplish your mission.

  • Make sure that your organization complies; processes, Team Structure and Operating model, Best Practices, frameworks, tools, etc.

  • Manage wholesale power costs that are driven by power factor and demand by knowing the availability of system and customer resources and determining the proper time to call on resources.

  • Develop and implement Reliability plans that support increasing the Uptime of the facility.

  • Be certain that your design complies; conducts automation planning and identification and analysis of department programmatic requirements and System Changes and problems.

  • Develop: high professional and integrity standards in handling confidential information.

  • Evaluate: Professional Services Automation time and expense tracking, Resource Management/utilization, Project Accounting.

  • Take proactive measures for renewals, ensuring all critical steps are completed with enough lead time for an on time renewal.

  • Be accountable for interviewing theory and practices and current trends in Personnel Administration.

  • Provide oversight for budget development and execution, and Capital Planning.

  • Manage work with account directors to ensure the strategy and creative achieve your clients goals.

  • Initiate: customer facing management of implementation, onboarding, technical and consultative projects.

  • Standardize: organization culture based on loyalty, motivation, positivity, and a drive to be the best.

  • Coordinate: design, build, and maintain tools for deployment, automation, and maintenance of datacenter and Cloud Based services.

  • Be accountable for being a liaison with members of Development to provide input and to receive continual training.

  • Be accountable for documenting Marketing Automation platform processes, programs, and procedures.

  • Manage the status, reporting, staffing and Issue Resolution of a Portfolio Of Services projects to ensure projects are completed efficiently and Value Metrics are achieved.

  • Communicate on a technical level with Data Processing staff and translate technical information to users in a non technical language.

  • Lead: effectively utilize internal Professional Services Automation system to develop, manage and track event Project Timelines and related tasks.

  • Be accountable for confirming technical and business objective requirements with your clients.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Professional Services Automation 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 Professional Services Automation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the key enablers to make this Professional Services Automation move?

  2. What are the potential basics of Professional Services Automation fraud?

  3. Do you have a Professional Services Automation success story or case study ready to tell and share?

  4. What can you do to improve?

  5. Who is going to spread your message?

  6. How will costs be allocated?

  7. What should be considered when identifying available resources, constraints, and deadlines?

  8. How do you define the solutions' scope?

  9. Are you maintaining a past-present-future perspective throughout the Professional Services Automation discussion?

  10. What is the kind of project structure that would be appropriate for your Professional Services Automation project, should it be formal and complex, or can it be less formal and relatively simple?

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 Professional Services Automation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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 Professional Services Automation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Professional Services Automation Project Team have enough people to execute the Professional Services Automation 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 Professional Services Automation 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 Professional Services Automation 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 Professional Services Automation 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 Professional Services Automation project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Professional Services Automation project with this in-depth Professional Services Automation Toolkit.

In using the Toolkit you will be better able to:

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 Professional Services Automation investments work better.

This Professional Services Automation 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.