360 Customer View - Implementation Toolkit (Excel XLSX)

BENEFITS OF THIS EXCEL 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.

CUSTOMER EXPERIENCE EXCEL DESCRIPTION

This product (360 Customer View - Implementation Toolkit) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

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.

Source: Best Practices in Customer Experience Excel: 360 Customer View - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk