Customer Self-Service: What are the barriers to increased Customer Self-Service production?

Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Self-Service Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Self-Service related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

store.theartofservice.com/Customer-Self-Service-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

The Toolkit contains the following practical and powerful enablers with new and updated Customer Self-Service specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Customer Self-Service 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 938 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 Self-Service improvements can be made.

Examples; 10 of the 938 standard requirements:

  1. Who uses our product in ways we never expected?

  2. What communications are necessary to support the implementation of the solution?

  3. What counts that we are not counting?

  4. If we weren’t already in this business, would we enter it today? And if not, what are we going to do about it?

  5. How do you improve your likelihood of success ?

  6. What is the Customer Self-Service sustainability risk?

  7. How can you measure Customer Self-Service in a systematic way?

  8. What is Customer Self-Service’s impact on utilizing the best solution(s)?

  9. What are the barriers to increased Customer Self-Service production?

  10. Where is it measured?

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 Self-Service book in PDF containing 938 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Customer Self-Service Project Management Form Templates covering over 6000 Customer Self-Service project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Lessons Learned: Was any formal risk assessment carried out at the start of the Customer Self-Service project, and was this followed up during the Customer Self-Service project?
  2. Procurement Audit: Was there a sound basis for the scorings applied to the criteria and was the scoring well balanced?
  3. Responsibility Assignment Matrix: What simple tool can you use to help identify and prioritize Customer Self-Service project risks thats very low tech and high touch?
  4. Procurement Audit: Where an electronic auction was used to bid, were all required specifications given equally to tenderers?
  5. Scope Management Plan: Is current scope of the Customer Self-Service project substantially different than that originally defined?
  6. Team Member Performance Assessment: To what degree are the teams goals and objectives clear, simple, and measurable?
  7. Process Improvement Plan: Are there forms and procedures to collect and record the data?
  8. Human Resource Management Plan: Are cause and effect determined for risks when others occur?
  9. Stakeholder Management Plan: Is the Steering Committee active in Customer Self-Service project oversight?
  10. Quality Audit: How does the organization know that its Mission, Vision and Values Statements are appropriate and effectively guiding the organization?

 
Step-by-step and complete Customer Self-Service Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Customer Self-Service project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Customer Self-Service 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 Self-Service 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 Self-Service 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 Self-Service 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 Self-Service 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 Self-Service project with this in-depth Customer Self-Service Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Self-Service 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 Self-Service 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 Self-Service investments work better.

This Customer Self-Service All-Inclusive Toolkit enables You to be that person:

 

store.theartofservice.com/Customer-Self-Service-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

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.

Customer Self-Service: Are stakeholder processes mapped?

Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Self-Service Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Self-Service related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

store.theartofservice.com/Customer-Self-Service-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

The Toolkit contains the following practical and powerful enablers with new and updated Customer Self-Service specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Customer Self-Service 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 908 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 Self-Service improvements can be made.

Examples; 10 of the 908 standard requirements:

  1. Are accountability and ownership for Customer Self-Service clearly defined?

  2. Are process variation components displayed/communicated using suitable charts, graphs, plots?

  3. If we do not follow, then how to lead?

  4. Are stakeholder processes mapped?

  5. Which Customer Self-Service goals are the most important?

  6. What are the critical parameters to watch?

  7. What are the short and long-term Customer Self-Service goals?

  8. Will team members regularly document their Customer Self-Service work?

  9. Think about the kind of project structure that would be appropriate for your Customer Self-Service project. should it be formal and complex, or can it be less formal and relatively simple?

  10. Why do the measurements/indicators matter?

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 Self-Service book in PDF containing 908 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Customer Self-Service Project Management Form Templates covering over 6000 Customer Self-Service project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Monitoring and Controlling Process Group: What kinds of things in particular are you looking for data on?
  2. Monitoring and Controlling Process Group: Mitigate. What will you do to minimize the impact should a risk event occur?
  3. Schedule Management Plan: Are issues raised, assessed, actioned, and resolved in a timely and efficient manner?
  4. Procurement Audit: Has alternatives been considered for the specified procurement Customer Self-Service project?
  5. Probability and Impact Matrix: What are the probable external agencies to act as Customer Self-Service project manager?
  6. Monitoring and Controlling Process Group: A Customer Self-Service project management team of two has 8 key stakeholders to work with. How many potential communications channels exist on the Customer Self-Service project?
  7. Decision Log: Do strategies and tactics aimed at less than full control reduce the costs of management or simply shift the cost burden?
  8. Team Member Status Report: Does every department have to have a Customer Self-Service project Manager on staff?
  9. Risk Audit: Are you aware of the industry standards that apply to your operations?
  10. Cost Baseline: Has the documentation relating to operation and maintenance of the product(s) or service(s) been delivered to, and accepted by, operations management?

 
Step-by-step and complete Customer Self-Service Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Customer Self-Service project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Customer Self-Service 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 Self-Service 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 Self-Service 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 Self-Service 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 Self-Service 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 Self-Service project with this in-depth Customer Self-Service Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Self-Service 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 Self-Service 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 Self-Service investments work better.

This Customer Self-Service All-Inclusive Toolkit enables You to be that person:

 

store.theartofservice.com/Customer-Self-Service-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

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.