THE DOC ROI CABINET·CONTINUOUS BETA

My
Cabinet

Shared knowledge has the power to transform people, teams and organisations.

My Cabinet brings together practical insights, methods and first-hand experience to help professionals learn faster, work more effectively and turn technology into measurable value. Here you will find pills, vitamins and medicines designed to build relevant capabilities in an increasingly digital and competitive environment.

Open access. No registration. No barriers.
You do not need to share personal data to access this knowledge. This space exists to provide useful, freely available resources that help others learn, experiment and grow.

Open knowledge, shared professionally. No personal data is collected, no cookies are used and no advertising is served—just practical resources created to support learning, experimentation and better organisational decisions.

Choose your treatment.

The QR is the main action. Scan directly from this page or select Enlarge QR to project one tool at full size in the classroom.

01

PILLS

STRATEGY

From market understanding to measurable strategic direction.

01 Pill START EN

Digital Market & AI Fundamentals

Market + AI

Open tool
02 Pill BP EN

Buyer Persona Builder

Customer intelligence

Open tool
03 Pill SWOT EN

SWOT Direction

Strategic direction

Open tool
04 Pill OBJECTIVES EN

Objectives & Initiatives

Action design

Open tool
05 Pill PRODUCT EN

Product Experience & Conversion

Product experience + conversion

Open tool
06 Pill KPI EN

KPI Strategy Map

Measurement

Open tool
02

VITAMINS

BUSINESS · MARKETING & LOYALTY

Acquire, activate, convert and retain valuable customers.

07 Vitamin POSITIONING EN

Competition & Positioning Lab

Competition + positioning

Open tool
08 Vitamin AUDIENCE EN

Marketing Planning

Audience strategy + activation

Open tool
09 Vitamin CONTENT EN

Media Content House

Content + acquisition

Open tool
10 Vitamin MQL EN

MQL Lead Scoring & Nurturing

Demand qualification

Open tool
11 Pill SQL EN

SQL Sales Qualified Leads & Commercial Productivity Lab

SQL + commercial productivity

Open tool
12 Pill ORDERS EN

Sales Orders & Collections Lab

Sales orders + collections

Open tool
13 Vitamin CALL EN

Call Center Management & SLA

Call center operations + SLA

Open tool
14 Vitamin NPS EN

NPS Activation

NPS + customer activation

Open tool
15 Vitamin RFM EN

Dynamic RFM

Loyalty + customer portfolio

Open tool
16 Vitamin LTV EN

Lifetime Value & Churn Rate Planning

LTV + churn planning

Open tool
03

MEDICINES

OPERATIONS

Operational control, service levels and evidence-based decisions.

17 Medicine PROCUREMENT EN

Procurement Compass

Evidence + ABCD + SPO + S

Open tool
18 Medicine WAREHOUSE EN

Warehouse Inventory & Capacity Management

Inventory + capacity management

Open tool
19 Medicine SLA EN

SLA Management System

Service levels + operational control

Open tool
20 Medicine COLLECTIONS EN

Collections & Orders

Billing + credit + collections + orders

Open tool
21 Medicine REVOPS EN

Rev Operations & Supplier Portal

RevOps + supplier collaboration

Open tool
22 Medicine ABCD EN

ABCD Segmentation

ABCD product segmentation

Open tool
23 Medicine DELIVERY EN

Delivery

Delivery execution + service handoff

URL pending
24 Medicine BILLING EN

Billing, Payments & Close

Billing + payments + financial close

URL pending
04

BOOSTERS

TRANSFORMATION · DIGITAL

Understand, organise and accelerate digital transformation.

25 Booster INTERNET EN

Internet Dynamics

Digital ecosystems

Open tool
26 Booster ISHIKAWA EN

Ishikawa 2.0

Root-cause analysis + continuous improvement

Open tool
27 Booster METAPLAN ES

Metaplan DOC ROI

Colaboración + digitalización

Open tool
28 Booster SYSTEMS EN

Digital Systems Map

Systems + journey mapping

Open tool
29 Booster ECOMMERCE EN

E-Commerce World Inside Sheet

Product intelligence + online sales

Open tool
30 Booster P*Q EN

Workplace Climate · P*Q

Workplace climate + P*Q improvement actions

URL pending
31 Booster PNL EN

PNL

Communication + behavioural development

URL pending
32 Booster MARKETPLACE EN

Marketplace Integration

Marketplace integration + transformation office orchestration

URL pending
05

AI BOOSTERS

AI · CONNECTIONS

Prompting, n8n, automation and digital asset generation.

33 AI Booster PROMPTS ES

Ingeniería de Prompts

Prompting

Open tool
34 AI Booster N8N ES

Prepara tu IA·Lab

n8n + JSON

Open tool
35 AI Booster GMAIL ES

Gmail + IA + Sheet

Automation

Open tool
36 AI Booster ASSETS ES

Generación de Activos Digitales

Assets + AI

Open tool
37 AI Booster AGENTS EN

AI & Digital Workplace

AI agent management + digital workplace governance

URL pending

DOC·ROI · RECOMMENDED TREATMENTS

Recommended Prescriptions

Executive treatment paths designed as connected sequences. Follow each prescription in order: every live pill opens its tool and includes a projectable QR.

DOC·ROI·CEOBusiness Prescription
Treatment 01

Strategic Foundations

A strategic treatment path from business identification through reputational commitment, affairs & risk and strategy research to corporate communication and user experience.

1.1Business Identification
1.2Reputational Commitment
1.3Affairs & Risk
1.4 Strategy Research
1.5 Corporate Communication / UX
DOC·ROI·CPOBusiness Prescription
Treatment 02

Procurement & Capacity

A procurement treatment that connects buying evidence, service commitments and warehouse capacity.

2.1Procurement Compass
2.2Warehouse Inventory & Capacity Management
2.3SLA Management System
DOC·ROI·CMOBusiness Prescription
Treatment 03

Marketing Activation

A marketing treatment from planning to content activation and qualified demand generation.

3.1Marketing Planning
3.2Media Content House
3.3MQL Lead Scoring & Nurturing
DOC·ROI·CROBusiness Prescription
Treatment 04

Revenue Conversion

A revenue treatment that turns qualified opportunities into disciplined commercial execution and sales.

4.1SQL Sales Qualified Leads & Commercial Productivity Lab
4.2Sales Orders & Collections Lab
DOC·ROI·CFOBusiness Prescription
Treatment 05

Orders & Collections

A joint operating treatment connecting executable orders, credit control and collections discipline.

5.1Collections & Orders
DOC·ROI·COOBusiness Prescription
Treatment 06

Revenue Operations & Delivery

An operating treatment for supplier collaboration, revenue operations and delivery execution.

6.1Rev Operations & Supplier Portal
6.2DeliveryURL pending
DOC·ROI·CFOBusiness Prescription
Treatment 07

Billing, Payments & Close

One financial treatment covering billing, payments and closing as a single operating pill.

7.1Billing, Payments & CloseURL pending
DOC·ROI·CXOBusiness Prescription
Treatment 08

Customer Experience & Value

A customer-value treatment combining acquisition economics, experience, loyalty and portfolio health.

8.1CACURL pending
8.2NPS Activation
8.3Dynamic RFM
8.4LoyaltyURL pending
DOC·ROI·CTO Business Prescription
Treatment 09

Transformation Office

A CTO treatment for the transformation office, beginning with marketplace integration and leaving the wider digital portfolio outside the prescription until each treatment is formally defined.

9.1 Marketplace Integration URL pending
DOC·ROI·CHRO Business Prescription
Treatment 10

People, Climate & Digital Workplace

A CHRO treatment to improve workplace climate and people performance through P*Q, PNL and governed AI-enabled work.

10.1 P*Q URL pending
10.2 PNL URL pending
10.3 AI & Digital Workplace URL pending
DOC·ROI·CPIOBusiness Prescription
Treatment 11

CPIO

DOC·ROI·C-LevelBusiness Prescription
Treatment 12

KPI Governance

A common executive measurement treatment for direction, accountability and ROI governance.

12.1KPI Strategy Map
METHODOLOGY AT THE END OF THE JOURNEY

DIIIP explains how knowledge becomes visible business action

My Cabinet is not a list of links. Each treatment is designed to move from raw evidence to a structured decision that can be learned, repeated and measured.

D
Data

Raw signals, facts, interactions, operational inputs and business evidence.

I
Information

Data is structured into useful variables, contexts and decision-ready records.

I
Intelligence

Models, rules and AI interpret the information and connect it to the business problem.

I
Insights

The treatment exposes priorities, risks, opportunities and measurable management signals.

P
Personalisation Actions

The insight becomes a practical action: activate, prioritise, diagnose, convert, decide or measure.

KAI·ROI EQUATION · CUSTOMER EQUITY

The Cabinet feeds the KAI·ROI decision layer

The tools create structured operational evidence that can support implementation, ROI analysis, Customer Equity reasoning and defensible strategic decisions.

The formal KAI·ROI structure remains sovereign: individual tools do not redefine or reinterpret its variables unless explicitly designed to do so.

EXECUTIVE RESOURCE

The KAI·ROI Equation Book

A concise guide to understand how data, ROI, Customer Equity and strategic decisions connect inside the DOC ROI ecosystem.

Inside the document:
  • What the KAI·ROI Equation is
  • Why Customer Equity matters
  • How ROI becomes a decision system
  • Why data must be monetized with purpose
Access the KAI·ROI Equation →
Link copied