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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Omnichannel 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 936 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Omnichannel improvements can be made.

Examples; 10 of the 936 standard requirements:

  1. What are the emerging solutions that will shape the future of supply chain and delivery, and how can shippers determine if they should play a role in operations?

  2. What is the effect of different marketing mix instruments (i.e., promotions) used across touchpoints and channels on the performance of channels?

  3. Customers want speedy delivery but they also want more product customization and personalization. How can your organization provide both?

  4. Is the data available being properly exploited to provide real consumer insights and purchasing preferences and to enhance forecasts?

  5. How are consumers empowered and innovation is enhanced by the evolution of different purchase and delivery methods by retailers?

  6. To what extent should retailers really strive for integration in retail mix in the different channels and touchpoints they use?

  7. To what extent should you really strive for integration in retail mixing in the different channels and touchpoints clients use?

  8. What challenges relating to supply chain and delivery are anticipated in the future (12 months, 24 months, 5 years)?

  9. Can different customer touchpoints and channels be integrated in such a way that it enhances channel performance?

  10. How does the use of mobile channels/touchpoints within the store affect purchase behavior and store performance?

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 Omnichannel book in PDF containing 936 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Activity Cost Estimates: What were things that you did well, but could improve, and how?
  2. Cost Management Plan: Is there a formal process for updating the Omnichannel project baseline?
  3. Activity Cost Estimates: What cost data should be used to estimate costs during the 2-year follow-up period?
  4. Probability and Impact Assessment: Has the need for the Omnichannel project been properly established?
  5. Assumption and Constraint Log: Is there documentation of system capability requirements, data requirements, environment requirements, security requirements, and computer and hardware requirements?
  6. Activity Duration Estimates: Which tips for taking the PMP exam do you think would be most helpful for you?
  7. Procurement Management Plan: Is a PMO (Omnichannel project Management Office) in place which provides oversight to the Omnichannel project?
  8. Team Member Performance Assessment: Verify business objectives. Are they appropriate, and well-articulated?
  9. Project Scope Statement: Will there be documented contingency plans for the top 5-10 risks?
  10. Issue Log: Do you often overlook a key stakeholder or stakeholder group?

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

1.0 Initiating Process Group:

  • 1.1 Omnichannel project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Omnichannel 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 Omnichannel 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 Omnichannel investments work better.

This Omnichannel 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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