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

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

 

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The Toolkit contains the following practical and powerful enablers with new and updated Financial technology specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Financial technology 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 631 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Financial technology improvements can be made.

Examples; 10 of the 631 standard requirements:

  1. Technology can also affect the market structure of service providers. Will new technologies merely increase profits and efficiency of established players, or have deeper repercussions?

  2. Why might investors choose one strategy versus the other and why are these incentives to process each type of data changing over time?

  3. Will new technologies merely increase profits and efficiency of established players, or have deeper repercussions?

  4. Can the chosen technology guarantee privacy if not anonymity, can it be made secure, and can speed be maintained?

  5. Against this background, how could fintech innovations reshape the cross-border payments landscape?

  6. Demand information has increasing returns. What does this mean for the evolution of analysis?

  7. What impact might fintech have on the financial sector, and how should regulation respond?

  8. What are cyber resilience tests and why should they be done at the organizational level?

  9. Will the impact of current technological progress be evolutionary or revolutionary?

  10. How will an Action Plan help increase cyber security in the financial sector?

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 Financial technology book in PDF containing 631 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Financial technology Project Management Form Templates covering over 6000 Financial technology project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Performance Report: To what degree does the team’s approach to its work allow for modification and improvement over time?
  2. Schedule Management Plan: Are the Financial technology project team members located locally to the users/stakeholders?
  3. Quality Audit: How does the organization know that its relationships with other relevant organizations are appropriately effective and constructive?
  4. Cost Management Plan: Was your organizations estimating methodology being used and followed?
  5. Requirements Documentation: How does what is being described meet the business need?
  6. Scope Management Plan: Is there a requirements change management processes in place?
  7. Source Selection Criteria: How do you facilitate evaluation against published criteria?
  8. Scope Management Plan: Have all involved Financial technology project stakeholders and work groups committed to the Financial technology project?
  9. Stakeholder Management Plan: What is the general purpose in defining responsibilities of those affiliated with the Financial technology project?
  10. Executing Process Group: Why is it important to determine activity sequencing on Financial technology projects?

 
Step-by-step and complete Financial technology Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Financial technology project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Financial technology project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Financial technology 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 Financial technology 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 Financial technology 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 Financial technology 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 Financial technology project with this in-depth Financial technology Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Financial technology 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 Financial technology 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 Financial technology investments work better.

This Financial technology All-Inclusive Toolkit enables You to be that person:

 

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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.

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