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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Professional Services Automation 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 768 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Professional Services Automation improvements can be made.

Examples; 10 of the 768 standard requirements:

  1. Which models, tools and techniques are necessary?

  2. If no one would ever find out about your accomplishments, how would you lead differently?

  3. Who is the Professional Services Automation process owner?

  4. What controls do we have in place to protect data?

  5. How will variation in the actual durations of each activity be dealt with to ensure that the expected Professional Services Automation results are met?

  6. What are your key Professional Services Automation organizational performance measures, including key short and longer-term financial measures?

  7. Who needs to know about Professional Services Automation ?

  8. What are the agreed upon definitions of the high impact areas, defect(s), unit(s), and opportunities that will figure into the process capability metrics?

  9. Who else hopes to benefit from it?

  10. How often are the team meetings?

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 Professional Services Automation book in PDF containing 768 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Are there any potential occupational health and safety issues due to the proposed purchases?
  2. Team Member Performance Assessment: To what degree can the team measure progress against specific goals?
  3. Procurement Management Plan: Are target dates established for each milestone deliverable?
  4. Scope Management Plan: Is there a Professional Services Automation project organization chart showing the reporting relationships and responsibilities for each position?
  5. Project Scope Statement: Relevant – ask yourself can you get there; why are we doing this Professional Services Automation project?
  6. Change Request: Has a formal technical review been conducted to assess technical correctness?
  7. Change Management Plan: What are the responsibilities assigned to each role?
  8. Human Resource Management Plan: Are the schedule estimates reasonable given the Professional Services Automation project?
  9. Risk Audit: Are all financial transactions accurately recorded (receipted, banked)?
  10. Stakeholder Management Plan: What process was used to identify risks to the Professional Services Automation projects success?

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

1.0 Initiating Process Group:

  • 1.1 Professional Services Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Professional Services Automation 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 Professional Services Automation 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 Professional Services Automation investments work better.

This Professional Services Automation 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.