Save time, empower your teams and effectively upgrade your processes with access to this practical self-service business intelligence Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any self-service business 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 self-service business intelligence specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the self-service business 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 696 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which self-service business intelligence improvements can be made.
Examples; 10 of the 696 standard requirements:
- What situation(s) led to this self-service business intelligence Self Assessment?
- Do you, as a leader, bounce back quickly from setbacks?
- Is reporting being used or needed?
- Is the self-service business intelligence scope manageable?
- Is maximizing self-service business intelligence protection the same as minimizing self-service business intelligence loss?
- Is the optimal solution selected based on testing and analysis?
- When conducting a business process reengineering study, what should we look for when trying to identify business processes to change?
- Who controls key decisions that will be made?
- How will measures be used to manage and adapt?
- How does the self-service business intelligence manager ensure against scope creep?
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 self-service business intelligence book in PDF containing 696 requirements, which criteria correspond to the criteria in…
Your self-service business 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 self-service business intelligence Self-Assessment and Scorecard you will develop a clear picture of which self-service business 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 self-service business 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 self-service business intelligence projects with the 62 implementation resources:
- 62 step-by-step self-service business intelligence Project Management Form Templates covering over 6000 self-service business intelligence project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Management Plan: Have the key elements of a coherent self-service business intelligence project management strategy been established?
- Probability and Impact Matrix: Which of the risk factors can be avoided altogether?
- Procurement Management Plan: Is it standard practice to formally commit stakeholders to the self-service business intelligence project via agreements?
- Schedule Management Plan: Does the detailed self-service business intelligence project plan identify individual responsibilities for the next 4–6 weeks?
- WBS Dictionary: Are records maintained to show how undistributed budgets are controlled?
- Scope Management Plan: Has process improvement efforts been completed before requirements efforts begin?
- Activity Cost Estimates: How do you treat administrative costs in the activity inventory?
- Stakeholder Management Plan: What records are required (eg purchase orders, agreements)?
- Schedule Management Plan: Does the IMS include all contract and/or designated management control milestones?
- Lessons Learned: If you had to do this self-service business intelligence project again, what is the one thing that you would change (related to process, not to technical solutions)?
Step-by-step and complete self-service business intelligence Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 self-service business intelligence project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 self-service business intelligence project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 self-service business intelligence 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 self-service business intelligence 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 self-service business 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 self-service business intelligence project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any self-service business intelligence project with this in-depth self-service business intelligence Toolkit.
In using the Toolkit you will be better able to:
- Diagnose self-service business 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 self-service business 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 self-service business intelligence investments work better.
This self-service business 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.