Save time, empower your teams and effectively upgrade your processes with access to this practical SaaS Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any SaaS 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 SaaS specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the SaaS 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 897 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which SaaS improvements can be made.
Examples; 10 of the 897 standard requirements:
- Are the SaaS provider capabilities sufficient to automate user provisioning and life cycle management without implementing a custom solution for the SaaS service?
- Given the inherent trade-offs with each pricing strategy, we, as a software provider should first clarify our overarching strategic goals, is it to increase market share?
- What is the plan for incorporating next-generation capabilities and technologies, such as telematics and sophisticated fraud analytics, in a cost-effective way?
- Do you have a solution in place that handles business case development and request management (i.e. worksheets for users to build business case for potential projects)?
- Does the call center vendor need to provide information about its business continuity plan, or does this section apply only to providing dr/bc for the exchange system?
- If a Software-as-a-Service (SaaS) is built on a previously authorized Infrastructure-as-a-Service (IaaS), does the IaaSs authorization boundary cover the SaaS as well?
- Service-level requirement, how can the IT or business unit meet the internal marketing departments availability expectation based on the SaaS providers SLA?
- What is your strategy towards social (web 2.0 and enterprise 2.0) tools and role-based user experience (ux), and their deployment for your target customers?
- Does your solution have the capability to handle change management (i.e. the creation, tracking, and management of project changes in scope, budget, etc.)?
- How do you motivate the same salespeople to sell both saas and on-premises products when the on-premises product brings a much better initial commission?
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 SaaS book in PDF containing 897 requirements, which criteria correspond to the criteria in…
Your SaaS 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 SaaS Self-Assessment and Scorecard you will develop a clear picture of which SaaS 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 SaaS 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 SaaS projects with the 62 implementation resources:
- 62 step-by-step SaaS Project Management Form Templates covering over 6000 SaaS project requirements and success criteria:
Examples; 10 of the check box criteria:
- Stakeholder Analysis Matrix: Participatory Approach: How will key stakeholders participate in the SaaS project?
- Team Operating Agreement: What is the anticipated procedure (recruitment, solicitation of volunteers, or assignment) for selecting team members?
- Issue Log: Which stakeholders are thought leaders, influences, or early adopters?
- Requirements Management Plan: Is the system software (non-operating system) new to the IT SaaS project team?
- Team Performance Assessment: If you have received criticism from reviewers that your work suffered from method variance, what was the circumstance?
- Human Resource Management Plan: Are governance roles and responsibilities documented?
- Quality Management Plan: How are data handled when a test is not run per specification?
- Stakeholder Management Plan: Will SaaS project success require up to date information at a moments notice?
- Lessons Learned: What were the main sources of frustration in the SaaS project?
- Variance Analysis: Budget versus Actual. How does the monthly budget compare to actual experience?
Step-by-step and complete SaaS Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 SaaS project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 SaaS project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 SaaS 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 SaaS 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 SaaS 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 SaaS project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any SaaS project with this in-depth SaaS Toolkit.
In using the Toolkit you will be better able to:
- Diagnose SaaS 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 SaaS 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 SaaS investments work better.
This SaaS 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.