Data & Business Intelligence - Templates & Policies

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

Data Management Communication/Business Case Template

Use this template to support you in creating strong messaging for your data management project.

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...

Data Warehouse Service Level Agreement

A data warehouse is the central place to provision data to analytics and business users. Use this Agile Data Warehouse Service Level Agreement (SLA) template to...

ECM Governance Model Charter Template

This charter serves as the central document that contains all the details pertaining to your ECM governance program.

Data Warehouse Modernization Technology Architectural Template

Use these sample architecture diagrams to develop the future state of your data warehouse architecture based on what technology will support business needs.

Data Warehouse Modernization Deployment Plan

Use this template to summarize the outputs of the blueprint activities and present a modernization roadmap with the associated benefits.

Template and Sample AI Business Case Executive Presentation

Use this combined template and sample to pull all the components of your AI business case together into a comprehensive and compelling presentation.

Content Curator Playbook

Use this template to define a specific process for managing the curation of enterprise content and reducing time spent searching for accurate, relevant enterprise content.

BI Request for Proposal Template

Requests for proposal provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...
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