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BENEFITS OF DOCUMENT

  1. Help to build plans cross functionally with 360 marketing, experiential, design, business group and digital teams to drive effective outcomes.
  2. Orchestrate 360 Customer View: customer engineering currently comprises Customer Success Engineering (your team), Solutions Engineering (your pre-sales counterparts), and Support Engineering.
  3. Devise 360 Customer View: implement, utilize, tune, and administer security tools, such as endpoint protection, network analysis, SIEM, and other essential security solutions.

DOCUMENT DESCRIPTION

The 360 Customer View Implementation Toolkit includes a set of best practice templates, step-by-step workplans, and maturity diagnostics for any 360 Customer View project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the 360 Customer View 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.

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 360 Customer View improvements can be made.

The Self-Assessment Excel Dashboard; with the 360 Customer View Self-Assessment and Scorecard you will develop a clear picture of which 360 Customer View 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 360 Customer View 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 360 Customer View projects with the 62 implementation resources. There are 62 step-by-step 360 Customer View Project Management Form Templates covering over 1500 360 Customer View project requirements and success criteria.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: 360 Customer View - Implementation Toolkit Excel document

 
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360 Customer View - Implementation Toolkit

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This business document is categorized under the function(s):

It applies to All Industries

File Type: Excel (xlsx)

File Size: 452.4 KB

Related Topic(s): Customer Experience

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

This product contains a supplemental ZIP document.

Initial upload date (first version): Jul 27, 2022
Most recent version published: Jul 31, 2022

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