PBX: Did any additional data need to be collected?

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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the PBX 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 777 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which PBX improvements can be made.

Examples; 10 of the 777 standard requirements:

  1. How do Hosted PBX Providers handle multiple concurrent calls on a single number alloted to their client?

  2. What is the best virtual hosted PBX platform to use for our phone Customer Service team?

  3. How does the solution remove the key sources of issues discovered in the analyze phase?

  4. What potential environmental factors impact the PBX effort?

  5. What are the short and long-term PBX goals?

  6. How did the team generate the list of possible solutions?

  7. What does PBX success mean to the stakeholders?

  8. Have all basic functions of PBX been defined?

  9. Did any additional data need to be collected?

  10. What is the control/monitoring plan?

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 PBX book in PDF containing 777 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Are the results of quality assurance reviews provided to affected groups & individuals?
  2. Risk Management Plan: Financial risk: Can the organization afford to undertake the PBX project?
  3. Procurement Management Plan: Are written status reports provided on a designated frequent basis?
  4. Lessons Learned: If you had to do this PBX project again, what is the one thing that you would change (related to process, not to technical solutions)?
  5. Activity Duration Estimates: Why is there a new or renewed interest in the field of PBX project management?
  6. Monitoring and Controlling Process Group: Have operating capacities been created and/or reinforced in partners?
  7. Team Member Status Report: Do you have an Enterprise PBX project Management Office (EPMO)?
  8. Probability and Impact Matrix: What will be the likely political situation during the life of the PBX project?
  9. Procurement Management Plan: Are estimating assumptions and constraints captured?
  10. Project Charter: Assumptions: What factors, for planning purposes, are you considering to be true?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose PBX 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 PBX 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 PBX investments work better.

This PBX 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.