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  • Customer Relationship Management > Customer Service

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    Customer Service Model Business Reengineering Project Plan

    Putting together a whole new customer service model (CSM) is a challenge, particularly if you do it in less than a month. This sample report in Word is an in-depth analysis of a business problem re: customer service/helpdesk and a detailed set of recommendations and plan for how to reengineer the business to improve customer service operations.

    CRM Assessment with Call Center Plan

    Are your customers getting the service they want from your Call Center? Do you need to implement a Customer Relationship Management (CRM) package to improve Call Center service? Use this Microsoft Project plan to assess the fit of a CRM package into your business.

    RAD Customer Business Service System Project Plan

    This comprehensive project plan proposes a Rapid Application Development (RAD) approach to implementing a complete customer business service system (processing of customer contacts, accounts, billing, etc.). It reports the findings of a six-week planning/investigative phase and forecasts the analysis, design, construction and testing phases of the project.

    Before You Know It...

    - by Mike Donoghue

    Unchecked and forgotten, minor difficulties are left alone until they bubble up and become real irritations. Having a systematic process in your customer service and support area--one that allows you to act proactively with clients to correct these issues--can set you apart from competitors and give your own project teams peace of mind.

    Data Warehouse Database Tool Evaluation

    An evaluation of relational database systems determines the most suitable engine for a data warehouse. This report is an example of a comparative analysis of data warehouse database tools.

    In an age of tight budgets and global competition, businesses need IT to do more than complete on time, on budget and with the required functionality. Learn Why Spreadsheets No Longer Cut it for Strategic PMOs.



    Support Services & Impact Analysis Checklist

    A project impacts lots of people, resources and processes behind the scenes. Use this checklist to make sure you'll have the support you need from key people in the background without whose support your project will not get off the ground.

    Governance Credibility by Design

    - by Joe Wynne

    For governance to work, the system must have credibility. If you don’t build credibility early, it’s too late to recapture it later.

    SMITten with ITSM

    - by Rob Saxon

    Since service management is far more important to our customers than information technology, the acronym should be SMIT--or Service Management through Information Technology--rather than ITSM. There are many methods for structuring the improvement of the service that we provide to our customers, but all of the complexity boils down to a few important considerations.

    ITIL V3 Arrives

    - by Alan Koch

    Gaining popularity in the U.S., the Information Technology Infrastructure Library provides a set of best practices for IT services. After decades of use in Europe, the framework has gone through two revisions and is helping businesses regulate and monitor services provided to customers as well as devising new ways to meet those needs. ITIL V3 offers mature companies a vital methodology for revitalization of their service processes.

    Service Level Management: Back to Basics

    - by Michael Wood

    Developing a phased approach that brings continuous and measurable improvements is key to implementing an effective SLM capability. SLM isn’t about service level agreements, layers of complex processes and such. SLM is about aligning the services and capabilities IT provides to the organization with its fundamental operational and competitive sustainability needs.

    Speaking the Same Language

    - by Craig Schuster, PMP

    For global organizations with diverse workforces and clients, maintaining a consistent level of project management excellence requires a permanent commitment to training. IT infrastructure provider EMC teamed with PMI to launch a talent development program for its project managers.

    Battle Royale: ITSM vs. CRM

    - by Michael Wood

    Ever stop to think what the differences are between ITIL Service Level Management and mainstream Customer Relationship Management functions? Are they complementary to each other? Is CRM contained within SLM, or visa versa? The answers are a click away...

    The Good BA

    - by Brad Wray

    What inherent characteristics must an effective business analysts possess? Here are three.

    Quality Control

    - by Michael Wood

    Discussion on quality management has not evolved much since the mid-1990s. Within executive circles, the discussions are not about the importance of quality, but rather on what quality is, how it is achieved and how it can be measured. The issues surrounding quality seem focused on definition and approach rather than on need. What is quality? What does senior management expect from the quality process, and how do these expectations apply to IT? Read on...

    Extreme Customers, Extreme Service

    - by Mike Donoghue

    Bad client reviews travel faster than a speeding bullet. If a situation is deteriorating rapidly, it’s time to explore some extreme customer service options.

    2008 IT Survey Roundup

    - by Michael Wood

    Our yearly look at the state of IT, collected from various industry surveys. We'll take a look at everything from outsourcing and budgets to IT's move toward something greener.

    Sandwich Sense (Part 1)

    - by Craig Curran-Morton

    Quality is a nebulous term that is often misunderstood and misrepresented. In this series of articles, our writer presents a three-stage quality management process of quality planning, quality assurance and quality control using a simple example of purchasing a submarine sandwich (hold the pickles, please!).

    2009 IT Survey Roundup

    - by Michael Wood

    Welcome to IT Strategist's annual roundup of IT surveys. Here are the trends you need to know about to wind up 2009 and head into 2010.

    The Price of Right

    - by Margaret Meloni, MBA, PMP

    We pay a steep toll when it becomes more important to be right than to exercise tact. But when it comes to working relationships, harmony, not righteousness, is the higher purpose. Perhaps no area of project management is more contentious than scope change. Documentation is a good friend.

    When the Clouds Are 'Out'

    - by Mike Donoghue

    “Cloud” sounds kind of ethereal, doesn’t it? Lofty in some ways, yet soft and comforting like a bed of heaven. With this new system direction, we’re supposed to let our concerns just float away. Not so fast...

    CxO Corner

    - by Projects@Work

    John Baldwin, new CEO of on-demand PPM solutions provider Daptiv, shares his plans for the company, and where he thinks the industry is headed.

    Social Suicide (Part 2)

    - by Bob Weinstein

    People fail to consider that social networking has its shortcomings--and that there are serious and embarrassing repercussions if not executed properly. As our series continues, we look at more of the seldom-discussed problems.

    What Your Employees Mean To You

    - by Miriam Ziemelis

    The way you treat your team--much like the way you treat your customers--is a reflection on you as a manager. So, how are you looking these days?

    The Customer Connection

    - by Brad Egeland

    Why involve project management before there’s a project? Customer expectations are often out of whack before the services part of the organization ever gets its hands on the project. Here we look at the root of the problem--and provide some solutions.

    Build a Strategic Road Map

    - by Derek Stevens

    Without a solid understanding of strategy at all levels of the organization, the portfolio is just a disconnected set of investments — not really a portfolio at all. By implementing and following a strategic road map, companies can link their investments to results and more fairly evaluate project contributions. Here are some guidelines and examples.

    The Key to Project Success (Part 2 of 2)

    - by Bob Weinstein

    Change management is the answer, but experts disagree about implementation. Here's some advice on how to direct and work with the people who have to implement change. Our concluding installment looks at one PM’s experiences in the trenches.

    Becoming Lean-er in Lean Times

    - by Don Kim

    Despite this global recession, the competitive landscape keeps becoming more urgent and faster paced. You will be expected to keep managing new projects to keep your organization competitive--but will do so with less (and exhausted) resources, tight budgets and more scrutiny for success. How does one meet such challenges and succeed? One of the agile practices tailor made for such an environment is the Lean method.

    Program Management Office Charter

    - by Mark Mullaly, PMP

    This 6 page PMO Charter template is perfect for a single-program PMO. Using the step by step instructions provided, it should take very little time to complete, offer a very clear vision for the PMO and define what will make it successful.

    Rules of the Road to CRM Success

    - by Geoff Choo

    Driving from point A to point B might require a map, but driving customers to your business requires much more. Creating and sustaining successful CRM solutions requires commitment from your entire organization and a single, clearly defined implementation roadmap.

    Verbal Quotation Form

    Use this form to capture information you quoted to a client for proposed work or services.

    Riders in the Cloud

    - by Michael Wood

    It's easy to get lost in the Cloud if you are unsure who the major players are out there. This overview will examine several Cloud frameworks and identify the who's who of the big-league Cloud riders.

    Training: Still a Low Priority

    - by Bob Weinstein

    Size, cost, geography and the logistics of delivering state-of-the-art training have become outrageously expensive. Considering the demands of a knowledge economy, you’d think companies would be willing to foot the bill. But many companies’ priorities are way off the mark.

    Truths Mickey Told Me: Lessons from Disney

    - by Jerry Manas, PMP

    This writers experience with the Disney Institute--the learning arm of the Walt Disney organization--provided fresh approaches in achieving excellence through--and with--people.

    Hit Hot Buttons in Justification

    - by Joe Wynne

    Nothing makes executives salivate like when you hit their hot buttons with your justification. Executives’ top three drivers of competitive advantage should be your guide.

    Tackling Service-Based Portfolio Management

    - by Vijay Sankaran

    As we think about how we evolve our portfolio management disciplines, it is important to practice portfolio management within the context of service management. Ideally, an IT organization clearly defines its set of products and services via a service catalog and each customer works with a service portfolio manager to manage the lifecycle of services that is pertinent to them.

    The Social PM Approach

    - by Catherine Constantinides

    Product development requires a unified, collaborative team effort. A social project management framework, combined with the right social tools, helps to connect team activities to the product development process and stakeholders. The benefits include increased visibility, more accurate estimates, responsive, real-time analysis and streamlined workflows.

    There Are No IT Projects

    - by Tom Burzinski

    All IT projects are really business projects in that they are — or should be — about delivering business value, according to former CIO Bob Lewis, author of A Manifesto for 21st Century Information Technology. But that doesn’t let CIOs or PPM executives off the hook.

    Contract Killing

    - by Dr. David F. Rico, PMP, CSM

    Does the use of agile project management require new contract models in order to be successful? Can agile project management be used with traditional fixed-price contracts? Does agile project management require a new type of contract (and if so, what kinds)? Furthermore, wouldn’t a new type of contract discourage the use of agile PM?

    Death and Taxes...and Customers!

    - by Vyom Bhuta

    Some things in life are inevitable--unfortuntely, customers are not. You have to build a strategy to get and keep customers, based on who your customers are. Different types of customers require different CRM approaches, but one thing is certain: You can't afford to ignore CRM.

    Project Portfolio Prioritization

    - by Michael Wood

    In many ways, starting a new Project Portfolio Office is easier than inheriting a PPO that is already in process. However, the risk assessment process is essentially the same. Assessing risk of project delays and failures on the PPO basket of projects, at a minimum, should consider six areas. Find out what they are--and plenty more crucial risk management information--inside.

    The PMO Car Wash

    - by Tom L. Barnett, PMP

    An IT project can’t do it on its own; it takes customer involvement to keep things moving. So what can your PMO learn from a visit to the car wash?

    Web-Style Application Administration

    - by Mike Donoghue

    For the workforce that is widely dispersed, sharing application development, design and testing responsibilities goes beyond the normal struggles that hit most project teams.

    What Do You Expect?

    - by Mike Donoghue

    Having an integrated understanding of customer and business needs, a command of technical components, a keen eye for upcoming technology trends, strong communication abilities and a tight grip on the ramifications of change are critical. Here are some steps you can take to help.

    Library Card

    - by Sunil Sharma

    What can the IT Infrastructure Library--and certification--do for you? Read on to find out.

    Dell Wins PMO of the Year

    - by ProjectsAtWork

    With an unprecedented 96 percent project success rate, Dell Services’ Healthcare and Life Sciences team wins the 2011 Project Management Office of the Year award.

    The Internal Customer

    - by Andy Jordan

    Maybe we should consider our internal customers as just that--customers. That doesn't mean that we stop using ITIL and start entering them into our CRM system, but we should provide them with the same standard of service--and expect the same level of commitment.

    Proving the PMO

    - by Michael O’Brochta and Curt Finch

    Many companies struggle with justifying the need to maintain a project management office after it is established. But the onus is on the PMO itself. Here are five key performance indicators that PMOs should use to measure effectiveness and ensure alignment with the needs of the organization.

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.