Top 277 Managed Services Criteria for Ready Action

What is involved in Managed Services

Find out what the related areas are that Managed Services connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a Managed Services thinking-frame.

How far is your company on its Managed Services journey?

Take this short survey to gauge your organization’s progress toward Managed Services leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which Managed Services related domains to cover and 277 essential critical questions to check off in that domain.

The following domains are covered:

Managed Services, Performance management, Organizational patterns, Earned value management, State-owned enterprise, Corporate finance, Data warehouse, Limited liability company, Consumer behaviour, Managed service company, Annual general meeting, Enterprise resource planning, International trade law, Information technology, Cloud computing, Network monitoring, Technical support, Smart meter, Content management, Financial risk, Supply chain management, Service science, management and engineering, Electronic business, Stock market, Service management, Marketing management, Search engine optimization, Risk management, Asset management, Mergers and acquisitions, Open economy, Market economy, Working capital, Organizational conflict, Information technology outsourcing, Materials management, Application service provider, Customer service, Marketing research, IT infrastructure, Problem management, Business model, Financial statement analysis, Financial accounting, Customer relationship management, Brand management, Business development, Incident management, Business statistics, Integrated management, Commercial law, Board of directors, Financial statement, Web service, Strategic management, CA Technologies, Organizational space, Network security, Innovation management, Hierarchical organization, Commercial bank, Supervisory board:

Managed Services Critical Criteria:

Participate in Managed Services tactics and find the ideas you already have.

– How do you determine the key elements that affect Managed Services workforce satisfaction? how are these elements determined for different workforce groups and segments?

– What are the most preferred dedicated or cloud hosting providers giving managed services in their core plans?

– What vendors make products that address the Managed Services needs?

– Why are Managed Services skills important?

– Why choose managed services?

Performance management Critical Criteria:

Check Performance management quality and point out Performance management tensions in leadership.

– How do employee selection and development practices, as well as staff performance management, well-being, motivation, satisfaction, and compensation, contribute to the growth of the organization?

– What other organizational variables, such as reward systems or communication systems, affect the performance of this Managed Services process?

– How is the value delivered by Managed Services being measured?

– Why is Managed Services important for you now?

– What does good Customer Service actually mean?

Organizational patterns Critical Criteria:

Communicate about Organizational patterns projects and look in other fields.

– Do we aggressively reward and promote the people who have the biggest impact on creating excellent Managed Services services/products?

– Does Managed Services analysis isolate the fundamental causes of problems?

Earned value management Critical Criteria:

Pilot Earned value management results and frame using storytelling to create more compelling Earned value management projects.

– What are our best practices for minimizing Managed Services project risk, while demonstrating incremental value and quick wins throughout the Managed Services project lifecycle?

– How do we measure improved Managed Services service perception, and satisfaction?

– How can the value of Managed Services be defined?

State-owned enterprise Critical Criteria:

Analyze State-owned enterprise engagements and interpret which customers can’t participate in State-owned enterprise because they lack skills.

– When a Managed Services manager recognizes a problem, what options are available?

– Why should we adopt a Managed Services framework?

Corporate finance Critical Criteria:

Shape Corporate finance tasks and transcribe Corporate finance as tomorrows backbone for success.

– Are accountability and ownership for Managed Services clearly defined?

– How do we go about Securing Managed Services?

– How to deal with Managed Services Changes?

Data warehouse Critical Criteria:

Communicate about Data warehouse tasks and describe the risks of Data warehouse sustainability.

– What tier data server has been identified for the storage of decision support data contained in a data warehouse?

– Do we need an enterprise data warehouse, a Data Lake, or both as part of our overall data architecture?

– What does a typical data warehouse and business intelligence organizational structure look like?

– Does big data threaten the traditional data warehouse business intelligence model stack?

– Is data warehouseing necessary for our business intelligence service?

– Is Data Warehouseing necessary for a business intelligence service?

– Does the Managed Services task fit the clients priorities?

– What is the purpose of data warehouses and data marts?

– What are alternatives to building a data warehouse?

– Do we offer a good introduction to data warehouse?

– Data Warehouse versus Data Lake (Data Swamp)?

– Who sets the Managed Services standards?

– Do we all define Managed Services in the same way?

– Do you still need a data warehouse?

Limited liability company Critical Criteria:

Accelerate Limited liability company tactics and customize techniques for implementing Limited liability company controls.

– What prevents me from making the changes I know will make me a more effective Managed Services leader?

– Are there any disadvantages to implementing Managed Services? There might be some that are less obvious?

– How do we manage Managed Services Knowledge Management (KM)?

Consumer behaviour Critical Criteria:

Study Consumer behaviour goals and gather Consumer behaviour models .

– Who are the people involved in developing and implementing Managed Services?

Managed service company Critical Criteria:

Accumulate Managed service company strategies and plan concise Managed service company education.

– What are the key elements of your Managed Services performance improvement system, including your evaluation, organizational learning, and innovation processes?

– What are the barriers to increased Managed Services production?

– Who will provide the final approval of Managed Services deliverables?

Annual general meeting Critical Criteria:

Wrangle Annual general meeting strategies and develop and take control of the Annual general meeting initiative.

– What are your key performance measures or indicators and in-process measures for the control and improvement of your Managed Services processes?

– Is Managed Services Realistic, or are you setting yourself up for failure?

– What are internal and external Managed Services relations?

Enterprise resource planning Critical Criteria:

Be responsible for Enterprise resource planning engagements and pay attention to the small things.

– What are your current levels and trends in key measures or indicators of Managed Services product and process performance that are important to and directly serve your customers? how do these results compare with the performance of your competitors and other organizations with similar offerings?

– Do the Managed Services decisions we make today help people and the planet tomorrow?

International trade law Critical Criteria:

Mix International trade law issues and adopt an insight outlook.

– Think about the people you identified for your Managed Services project and the project responsibilities you would assign to them. what kind of training do you think they would need to perform these responsibilities effectively?

– Does Managed Services create potential expectations in other areas that need to be recognized and considered?

Information technology Critical Criteria:

Graph Information technology management and track iterative Information technology results.

– Can we add value to the current Managed Services decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

– Do the response plans address damage assessment, site restoration, payroll, Human Resources, information technology, and administrative support?

– Does your company have defined information technology risk performance metrics that are monitored and reported to management on a regular basis?

– If a survey was done with asking organizations; Is there a line between your information technology department and your information security department?

– How does new information technology come to be applied and diffused among firms?

– The difference between data/information and information technology (it)?

– What are all of our Managed Services domains and what do they do?

– When do you ask for help from Information Technology (IT)?

Cloud computing Critical Criteria:

Investigate Cloud computing leadership and pioneer acquisition of Cloud computing systems.

– Security and authentication technologies, allied to event logging, in the cloud computing environment can help auditors as they deal with issues related to workflow were those who entered, approved, changed or otherwise touched data authorized to do so, on an individual, group or role-related basis?

– With the increasing adoption of cloud computing do you think enterprise architecture as a discipline will become more or less important to us and why?

– Time to market improvements. Will the move to cloud computing shorten the time it takes to deliver functional enhancements to end users?

– Does the cloud solution offer equal or greater data security capabilities than those provided by your organizations data center?

– Is it more economical to move my existing datacenter-hosted service to the cloud, or to keep it in a datacenter?

– How will technology advancements in soa, virtualization and cloud computing further and enable saas adoption?

– What is the security gap between private cloud cloud computing versus client server computing architectures?

– There are issues relating to policy and access. if your data is stored abroad whose policy do you adhere to?

– How do you prove data provenance in a cloud computing scenario when you are using shared resources?

– Do we require that confidential information in the cloud be stored within the united states?

– What is the future scope for combination of Business Intelligence and Cloud Computing?

– What new opportunities are either enabled by or potential drivers of cloud computing?

– How will cloud computing affect traditional recovery services?

– How can we best leverage cloud computing and obtain security?

– Networks that are flexible, well-performing, and secure?

– What are the security concerns with cloud computing?

– Is there a market for developing niche clouds?

– How not to be locked in a SaaS system?

– Will database virtualization take off?

Network monitoring Critical Criteria:

Gauge Network monitoring results and attract Network monitoring skills.

– Marketing budgets are tighter, consumers are more skeptical, and social media has changed forever the way we talk about Managed Services. How do we gain traction?

Technical support Critical Criteria:

Coach on Technical support quality and pay attention to the small things.

– What alternatives do the vendors offer for contacting technical support (e.g., email, telephone, online chat, and web-based reporting)?

– If technical support services are included, what is the vendors commitment to timely response?

– What are the Key enablers to make this Managed Services move?

Smart meter Critical Criteria:

Dissect Smart meter strategies and finalize specific methods for Smart meter acceptance.

– How will you know that the Managed Services project has been successful?

– How important is Managed Services to the user organizations mission?

– What is Effective Managed Services?

Content management Critical Criteria:

Differentiate Content management leadership and adjust implementation of Content management.

– Does the organization regularly review and revise its data content management policies to assure that only those data necessary for meeting the needs described above are collected and/or maintained?

– Consider your own Managed Services project. what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

– Who will be responsible for deciding whether Managed Services goes ahead or not after the initial investigations?

– Does the tool we use support the ability to configure user content management alerts?

– What is a learning management system?

– How do we define online learning?

Financial risk Critical Criteria:

Derive from Financial risk strategies and create Financial risk explanations for all managers.

– How do your measurements capture actionable Managed Services information for use in exceeding your customers expectations and securing your customers engagement?

– What are the record-keeping requirements of Managed Services activities?

– Financial risk -can the organization afford to undertake the project?

Supply chain management Critical Criteria:

Map Supply chain management management and improve Supply chain management service perception.

– For your Managed Services project, identify and describe the business environment. is there more than one layer to the business environment?

– How do supply chain management systems coordinate planning, production, and logistics with suppliers?

– Does Managed Services analysis show the relationships among important Managed Services factors?

– To what extent does management recognize Managed Services as a tool to increase the results?

– What makes cloud computing well suited for supply chain management applications?

– What is TESCM tax efficient supply chain management?

Service science, management and engineering Critical Criteria:

Discuss Service science, management and engineering decisions and oversee Service science, management and engineering requirements.

– What new services of functionality will be implemented next with Managed Services ?

– Will Managed Services deliverables need to be tested and, if so, by whom?

Electronic business Critical Criteria:

Test Electronic business planning and don’t overlook the obvious.

– How to Secure Managed Services?

Stock market Critical Criteria:

Differentiate Stock market decisions and describe which business rules are needed as Stock market interface.

– Meeting the challenge: are missed Managed Services opportunities costing us money?

Service management Critical Criteria:

Mine Service management tactics and change contexts.

– If SLAs are already negotiated and reference the Catalogue for documentation of the service levels, how do you change service level in the Catalogue without renegotiating the SLA?

– How quickly can a cloud service provider scale services and capability and is this quick enough for the requirements of the customer/consumer?

– While you can hire consultants to help alleviate the resource crunch for the project, who gets to run them after the consultants leave?

– Is there an unplanned business event or project that has occurred and is potential impacting the workload ?

– Do your employees have the tools they need to respond to customer needs effectively and consistently?

– What specific functionality is our Customer Service Management system required to provide?

– What are the key differences for us between asset management and Service Management?

– What challenges and opportunities does cloud computing present for IT Service Management ?

– Is there a defined enterprise it tool strategy and architecture model?

– What are the relevant reasons for IT Service Management?

– What metrics will be provided and are they relevant?

– What are reasons to say no to cloud computing?

– Can our major competitors copy our strategy?

– Will we be eligible for ISO/IEC 20000 certification?

– Which software markets will SaaS disrupt?

– Is ITIL a contradiction to Agile?

– Is the Quality of Service met?

– Required Metrics Defined?

Marketing management Critical Criteria:

Trace Marketing management adoptions and differentiate in coordinating Marketing management.

– Does Managed Services include applications and information with regulatory compliance significance (or other contractual conditions that must be formally complied with) in a new or unique manner for which no approved security requirements, templates or design models exist?

– Will Managed Services have an impact on current business continuity, disaster recovery processes and/or infrastructure?

Search engine optimization Critical Criteria:

Use past Search engine optimization planning and question.

– What business benefits will Managed Services goals deliver if achieved?

Risk management Critical Criteria:

Mine Risk management quality and pioneer acquisition of Risk management systems.

– Based on our information security Risk Management strategy, do we have official written information security and privacy policies, standards, or procedures?

– Do you have enough focus on ITRM documentation to help formalize processes to increase communications and integration with ORM?

– Structure/process risk -What is the degree of change the new project will introduce into user areas and business procedures?

– What are the dangers to individuals and society inherent in any single centralized system of identity and authentication?

– Is there a repeatable reporting process in place across the entities, so results are centrally coordinated, organized, and managed?

– Are you aware of anyone attempting (whether successfully or not) to gain unauthorized access to your system or its data?

– Does your company have a common risk and control framework or foundation that is used today across the company?

– Do you currently have a Risk Committee or are those governance functions carried out by existing committees of the Board?

– Do you have an internal or external company performing your vulnerability assessment?

– Could a system or security malfunction or unavailability result in injury or death?

– To whom does the IT Risk Management function or oversight role report?

– Have you had outside experts look at your Cybersecurity plans?

– Where is this procedure or policy written and kept?

– What rules affect usability? What rules affect security? How?

– How are risk management decisions escalated?

– What will we do if something does go wrong?

– Which systems need to be patched?

Asset management Critical Criteria:

Disseminate Asset management decisions and question.

– Do we have processes for managing Human Resources across the business. (eg. staffing skills and numbers are known and predictions are made of future needs? new staff are inducted and trained to suit needs? succession planning is catered for?

– What are our key differences between ITAM IT asset management and ITSM IT service management?

– If someone installs software, how do we keep track of it?

– What are the short and long-term Managed Services goals?

– What is our policy around the distribution of software?

– How do we determine who is entitled to what software?

– Are we prepared to respond to a software audit?

– How are employees affected by the cm process?

– Game of hide and seek at your organization?

– What are significant events about it?

– What is the condition of the asset?

– Where in its life cycle is it?

– Which assets need managing ?

– Which assets need managing?

– Why do it asset management?

– What is the configuration?

– Who can initiate changes?

– Who/what depends on it?

– What do it staff need?

– What are it assets?

Mergers and acquisitions Critical Criteria:

Familiarize yourself with Mergers and acquisitions outcomes and be persistent.

– Does Managed Services appropriately measure and monitor risk?

Open economy Critical Criteria:

Demonstrate Open economy planning and sort Open economy activities.

– Will new equipment/products be required to facilitate Managed Services delivery for example is new software needed?

– What other jobs or tasks affect the performance of the steps in the Managed Services process?

Market economy Critical Criteria:

Steer Market economy tasks and explore and align the progress in Market economy.

– Do we cover the five essential competencies-Communication, Collaboration,Innovation, Adaptability, and Leadership that improve an organizations ability to leverage the new Managed Services in a volatile global economy?

– Can we do Managed Services without complex (expensive) analysis?

– Who needs to know about Managed Services ?

Working capital Critical Criteria:

Boost Working capital risks and tour deciding if Working capital progress is made.

– Distinguish between permanent working capital and temporary working capital. Why is the difference important to financial managers?

– What is the purpose of Managed Services in relation to the mission?

– What is our formula for success in Managed Services ?

– What will drive Managed Services change?

Organizational conflict Critical Criteria:

Investigate Organizational conflict visions and oversee Organizational conflict management by competencies.

– What knowledge, skills and characteristics mark a good Managed Services project manager?

– What are the usability implications of Managed Services actions?

Information technology outsourcing Critical Criteria:

Infer Information technology outsourcing goals and pay attention to the small things.

– At what point will vulnerability assessments be performed once Managed Services is put into production (e.g., ongoing Risk Management after implementation)?

– How much does Managed Services help?

Materials management Critical Criteria:

Distinguish Materials management decisions and gather practices for scaling Materials management.

– In the case of a Managed Services project, the criteria for the audit derive from implementation objectives. an audit of a Managed Services project involves assessing whether the recommendations outlined for implementation have been met. in other words, can we track that any Managed Services project is implemented as planned, and is it working?

– Think about the functions involved in your Managed Services project. what processes flow from these functions?

Application service provider Critical Criteria:

Mix Application service provider issues and prioritize challenges of Application service provider.

– A compounding model resolution with available relevant data can often provide insight towards a solution methodology; which Managed Services models, tools and techniques are necessary?

– What will be the consequences to the business (financial, reputation etc) if Managed Services does not go ahead or fails to deliver the objectives?

– Why is it important to have senior management support for a Managed Services project?

Customer service Critical Criteria:

Adapt Customer service tasks and oversee Customer service requirements.

– Its important to reach your customers. Every business, if wise, will have a promotion and advertising plan. You need to consider the image you want to project to your customers about your business. Will your business stand out because you are a proven a leader in the service or product industry by providing innovative services or products, or you provide customer confidence by providing high quality Customer Service?

– When you use social media to complain about a Customer Service issue, how often do you feel you get an answer or your complaint is resolved by the company?

– Some customers call Customer Service. some customers browse our web site. some customers never buy from us again. are we listening to what theyre saying?

– What are some strategies to use in order to avoid words or phrases that may negatively affect your relationship with your customer?

– Which of any Customer Service issues would be most likely to influence you to switch brands or companies?

– Do you have any complaint filtering in operation within your organization?

– What awards has Customer Service in our organization been presented?

– CRM and Customer Service: Strategic Asset or Corporate Overhead?

– Will your customer know what to do after receiving our replies?

– How often do you tell other people about your poor experience?

– Customer, User, direct and indirect is there a difference?

– How do companies apply social media to Customer Service?

– What do we mean by the term Customer Service ?

– Is it a pleasure to do business with you?

– Are our messages friendly and respectful?

– How do you think your customers see you?

– How would you define Customer Service?

– What features are important to you?

– What Customer Services are needed?

Marketing research Critical Criteria:

Discourse Marketing research strategies and find answers.

– In what way(s) did marketing research help shape CRM?

IT infrastructure Critical Criteria:

Collaborate on IT infrastructure planning and do something to it.

– Can we achieve even more efficient utilization of software and hardware within mission systems and IT infrastructure investments?

– What IT infrastructure do we have and what do we need to support the future organization needs?

– In which area(s) do data integration and BI, as part of Fusion Middleware, help our IT infrastructure?

– How to get alignment between business strategy and IT infrastructure?

– How do we go about Comparing Managed Services approaches/solutions?

Problem management Critical Criteria:

Trace Problem management adoptions and question.

– What is a key activity in problem management?

– Are there recognized Managed Services problems?

Business model Critical Criteria:

Analyze Business model projects and catalog Business model activities.

– How can we create a secure environment to protect our data, especially when new business models like cloud computing and mobility leave us with little control over it?

– How can we take rapid and informed action given the dramatic changes the IoT will make to our traditional business models?

– What applications will first become mainstream and under which business model will they operate?

– How well does the product fit our current and planned business model(s)?

– Which individuals, teams or departments will be involved in Managed Services?

– What potential megatrends could make our business model obsolete?

– Which Managed Services goals are the most important?

Financial statement analysis Critical Criteria:

Test Financial statement analysis issues and balance specific methods for improving Financial statement analysis results.

– Is maximizing Managed Services protection the same as minimizing Managed Services loss?

Financial accounting Critical Criteria:

Coach on Financial accounting visions and forecast involvement of future Financial accounting projects in development.

– What threat is Managed Services addressing?

Customer relationship management Critical Criteria:

Audit Customer relationship management risks and reinforce and communicate particularly sensitive Customer relationship management decisions.

– Can the Exchange define how First Call Resolution will be calculated, and how a resolvable call is distinguished from a nonresolvable call?

– How can we help cultural issues relating to loss of control, constant change and mistrust?

– Is there a minimum set of languages that need to be covered by translation services?

– Have you anticipated questions that your visitors or customers might have?

– Does the user have permission to synchronize to the offline data store?

– Have you integrated your call center telephony to your crm application?

– How many current users will maintain and access the CRM program?

– What are the objectives for agent workstation session analytics?

– Is support provided by your organization or is it outsourced?

– How can the many barriers to CRM implementation be overcome?

– Does on hold time include transfer time to tier 2 CSRs?

– Does customer knowledge affect how loyalty is formed?

– Is the Outlook synchronization subscription valid?

– How do I get CRM right in a slowing economy?

– How do we Evolve from CRM to Social CRM?

– What system will the data come from?

– Is the processor speed sufficient?

– Are we better off going outside?

– Why is CRM important?

– What do they buy?

Brand management Critical Criteria:

Own Brand management strategies and define Brand management competency-based leadership.

– What are the success criteria that will indicate that Managed Services objectives have been met and the benefits delivered?

– Are assumptions made in Managed Services stated explicitly?

Business development Critical Criteria:

Depict Business development governance and give examples utilizing a core of simple Business development skills.

– Do Managed Services rules make a reasonable demand on a users capabilities?

Incident management Critical Criteria:

Paraphrase Incident management visions and display thorough understanding of the Incident management process.

– What is the total cost related to deploying Managed Services, including any consulting or professional services?

– Which processes other than incident management are involved in achieving a structural solution ?

– Do several people in different organizational units assist with the Managed Services process?

– In which cases can CMDB be usefull in incident management?

– What is a primary goal of incident management?

Business statistics Critical Criteria:

Tête-à-tête about Business statistics governance and devise Business statistics key steps.

– Is Managed Services Required?

Integrated management Critical Criteria:

Coach on Integrated management projects and learn.

– What management system can we use to leverage the Managed Services experience, ideas, and concerns of the people closest to the work to be done?

Commercial law Critical Criteria:

Map Commercial law issues and describe which business rules are needed as Commercial law interface.

– How can we incorporate support to ensure safe and effective use of Managed Services into the services that we provide?

– What are our needs in relation to Managed Services skills, labor, equipment, and markets?

Board of directors Critical Criteria:

Troubleshoot Board of directors failures and ask questions.

– How likely is the current Managed Services plan to come in on schedule or on budget?

– What key measures should we include in our annual report to our Board of Directors?

– Are we making progress? and are we making progress as Managed Services leaders?

Financial statement Critical Criteria:

Value Financial statement issues and clarify ways to gain access to competitive Financial statement services.

– How does the organization define, manage, and improve its Managed Services processes?

– How Are Financial Statements Used?

Web service Critical Criteria:

Have a session on Web service quality and intervene in Web service processes and leadership.

– what is the best design framework for Managed Services organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

– Expose its policy engine via web services for use by third-party systems (e.g. provisioning, help desk solutions)?

– How does this standard provide users the ability to access applications and services through web services?

– What is the best strategy going forward for data center disaster recovery?

– Amazon web services is which type of cloud computing distribution model?

Strategic management Critical Criteria:

Examine Strategic management engagements and get answers.

– Do we have past Managed Services Successes?

CA Technologies Critical Criteria:

Infer CA Technologies goals and get answers.

– Are there Managed Services problems defined?

Organizational space Critical Criteria:

Participate in Organizational space engagements and observe effective Organizational space.

Network security Critical Criteria:

X-ray Network security decisions and don’t overlook the obvious.

– Do we Make sure to ask about our vendors customer satisfaction rating and references in our particular industry. If the vendor does not know its own rating, it may be a red flag that youre dealing with a company that does not put Customer Service at the forefront. How would a company know what to improve if it had no idea what areas customers felt were lacking?

– Are the disaster recovery plan (DRP) and the business contingency plan (BCP) tested annually?

– What are current Managed Services Paradigms?

Innovation management Critical Criteria:

Closely inspect Innovation management tasks and frame using storytelling to create more compelling Innovation management projects.

– How do we keep improving Managed Services?

Hierarchical organization Critical Criteria:

Bootstrap Hierarchical organization failures and get out your magnifying glass.

Commercial bank Critical Criteria:

Investigate Commercial bank management and adjust implementation of Commercial bank.

– How can we improve Managed Services?

Supervisory board Critical Criteria:

Use past Supervisory board issues and sort Supervisory board activities.

– How do we make it meaningful in connecting Managed Services with what users do day-to-day?


This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the Managed Services Self Assessment:

Author: Gerard Blokdijk

CEO at The Art of Service |

Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

Managed Services External links:

AIS | Managed Services –

IT Managed Services Jobs, Employment |

Managed Services – TTS

Performance management External links:

Performance Management | Home | Performance Culture

Employee Performance Management Solutions | Reflektive

Performance Management : Team Georgia

Organizational patterns External links:

8 organizational patterns Flashcards | Quizlet

[PDF]Organizational Patterns of Paragraphs – St. Kate’s

Text Structure and Organizational Patterns Worksheets

State-owned enterprise External links:

state-owned enterprise – Wiktionary

Corporate finance External links:

Ally Corporate Finance | Ally Financial

Corporate Finance – Global Middle Market Investment Bank

Complete Guide To Corporate Finance – Investopedia

Data warehouse External links:

[PDF]Data Warehouse – Utility’s Smart Grid Clearinghouse – Utility DOE SG Clearhouse_ph2add.pdf

Cloud Data Warehouse | Snowflake

Title 2 Data Warehouse –

Limited liability company External links:

Limited Liability Company – LLC – Investopedia

Limited Liability Company Publications/Forms


Consumer behaviour External links:

CSR and Consumer Behaviour | QuestionPro Survey

Consumer Behaviour Report

Consumer Behaviour- Chp. 11 Flashcards | Quizlet

Managed service company External links:

IT Managed Service Providers | Managed Service Company

Managed Service Company – TheFreeDictionary

Annual general meeting External links:

BP plc Annual General Meeting 2017 –

Annual General Meeting minutes | Master Of Meetings

Enterprise resource planning External links:

Enterprise Resource Planning System | Hill International

Enterprise resource planning: Implementation …

Enterprise Resource Planning

International trade law External links:

International Trade Law Compass | Global Trade …

International Trade Law Resource Center | Bloomberg BNA

Jacobson Burton PLLC – International Trade Law

Information technology External links:

Umail | University Information Technology Services

Rebelmail | UNLV Office of Information Technology (OIT)

OHIO: Office of Information Technology |About Email

Cloud computing External links:

Microsoft Azure Cloud Computing Platform & Services

Cloud Computing | Oracle

Network monitoring External links: › … › Network Monitoring Appliances
http://Buy a Infoblox Trinzic 1410 w/ Network Services One with Grid – network managemen or other Network Monitoring Appliances at

Network Monitoring – Home

APCON Intelligent Network Monitoring

Technical support External links:

Symantec Enterprise Technical Support

QIES Technical Support Office – Welcome

Kaspersky Lab Technical Support

Smart meter External links:

Smart Meter Texas – Welcome

Smart Meter – Duke Energy

Smart Meter – N.V. ELMAR Aruba

Content management External links:

Building Data – Mep Content Management

HR Pilot – ePlace Solutions Content Management System

Craft CMS | Focused content management for web …

Financial risk External links:

What Is Financial Risk Management? |

Financial Risk – Investopedia

Financial Risk Management – Farin

Supply chain management External links:

Healthcare Supply Chain Management | Infor

Healthcare Supply Chain Management | Materials – GHX

Logistics, Supply Chain Management and Order …

Service science, management and engineering External links:

Service science, management and engineering

Electronic business External links:

About Us – Electronic Business Machines

Electronic Business Services

[PDF]Employment impact of electronic business

Stock market External links:

Market Overview & Stock Market Research | Scottrade

Yahoo – Business Finance, Stock Market, Quotes, News

Service management External links:

Decisiv Service Management Platform

Client Access – Service Management Group

Franchise Field Service Management Software – ServiceBridge

Marketing management External links:

Marketing Management Software – CrossCap

ONLINE SALES – MC Marketing Management

Search engine optimization External links:

Beginner’s Guide to SEO (Search Engine Optimization) – Moz

What is SEO – Search Engine Optimization? Webopedia

Search Engine Optimization (SEO): Getting Started

Risk management External links:

Risk Management –

[PDF]Title Insurance: A Risk Management Tool

Education Risk Management | Edu Risk Solutions

Asset management External links:

Asset Management Definition | Investopedia

VTS | The Leading Leasing and Asset Management Platform

Home | Deutsche Asset Management

Mergers and acquisitions External links:

“The Sopranos” Mergers and Acquisitions (TV Episode …

Mergers and Acquisitions | Kramer Levin

Mergers and Acquisitions – M&A – Investopedia

Open economy External links:

What is OPEN ECONOMY – Black’s Law Dictionary

Open economy macroeconomics (Book, 2017) …

Market economy External links:

What is a market economy? definition and meaning

Market Economy | Definition of Market Economy by … economy

Market Economy: Advantages and Disadvantages < …

Working capital External links:

What is working capital –

Small Business Loans and Working Capital Loans | CAN Capital

PayPal Working Capital

Organizational conflict External links:

Causes of Organizational Conflict |


Materials management External links:

Institute of Hazardous Materials Management

Materials Management Jobs, Employment |

Materials management (eBook, 2009) []

Application service provider External links:

Application Service Providers | Global Capacity

Transcription application service provider (TASP)

Customer service External links:

ODJFS | Child Support Customer Service Portal

Customer Service

Entergy Online Customer Service Center

Marketing research External links:

Peters Marketing Research, Inc.

Mars Research – Marketing Research Services

AOC Marketing Research

IT infrastructure External links:

Chef – Automate IT Infrastructure | Chef

It infrastructure
http://The term infrastructure in an information technology (IT) context refers to an enterprise’s entire collection of hardware, software, networks, data centers, facilities and related equipment used to develop, test, operate, monitor, manage and/or support information technology services.

Problem management External links:

ITIL Problem Management | When “Incidents” are Problems

HDI Problem Management Professional | FUSION 17

CSO Problem Management – Xerox

Business model External links:

Business Model Templates for PowerPoint – …

Example of a Business Model – Plan to Start

OneTitle | business model

Financial statement analysis External links:

[PDF]ACC 549 Financial Statement Analysis Project …

[PDF]Introduction to Financial Statement Analysis

Financial Statement Analysis – Investopedia

Financial accounting External links:

Financial Accounting Standards Board – FASB – Investopedia

Financial accounting is a specialized form of accounting that keeps track of transactions.

[PDF]Statement of Financial Accounting Standards No. 116

Customer relationship management External links:

1workforce – Customer Relationship Management …

Oracle – Siebel Customer Relationship Management

Oracle – Siebel Customer Relationship Management

Brand management External links:

Brand Management Software Customized for Your …

Our Brand Management Solution – MarketNow – …

Reeder Brand Management

Business development External links:

The Difference Between Sales and Business Development

Business Development Titles Jobs –

South Land Title – Business Development!

Incident management External links:

New York State Incident Management and Reporting System

National Incident Management System |

Business statistics External links:

Oregon Secretary of State: Oregon Business Statistics

[PDF]Stat 1030 Business Statistics Additional Final Exam …

Business Statistics Chapter 3 Flashcards | Quizlet

Integrated management External links:

Peer Review Integrated Management Application (PRIMA) – AICPA

SP 242/WG209: Integrated Management of Nonnative Plants …

Civil Integrated Management (CIM) Initiative

Commercial law External links:

Text Book Commercial Law – AbeBooks

Commercial law (Book, 2016) []

[PDF]Title XXIV – Commercial Law

Board of directors External links:

Board of Directors | Clinton Foundation

Board of Directors | HDR

The Role of the Board of Directors | Ag Decision Maker

Financial statement External links:

Personal Financial Statement Definition – Investopedia

[PDF]WG-007 Financial Statement [same as EJ-165]

Accounting Reports & Financial Statement Templates

Web service External links:

Free BIN/IIN Lookup Web Service –

MSU Police Web Service – Marketplace Web Service

Strategic management External links:

Strategic Management – AbeBooks

Strategic Management System

KM Strategic Management

CA Technologies External links:

Jobs at CA Technologies | Ladders

Anna Xanthos, CA Technologies | Working Mother

Organizational space External links:

Organizational Spaces – Edward Elgar Publishing

CiteSeerX — Organizational space:

Innovation management External links:

THE JAZZ OF INNOVATION. Innovation Management …

Innovation Management –
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Hierarchical organization External links:

Hierarchical Organization of Life – Pearson

Hierarchical organization
http://A hierarchical organization is an organizational structure where every entity in the organization, except one, is subordinate to a single other entity. This arrangement is a form of a hierarchy. In an organization, the hierarchy usually consists of a singular/group of power at the top with subsequent levels of power beneath them.

Hierarchical Organization of Resources for Localization

Commercial bank External links:

Home – Commercial Bank

The Commercial Bank – Official Site

Commercial Bank – Official Site

Supervisory board External links:

NCIO Agency Supervisory Board – Sign In Page

VMLIP Members’ Supervisory Board – VMLIP

[PDF]Guidelines for Official Titles: SAP Supervisory Board …

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