Data & Business Intelligence - Templates & Policies

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.

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

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...

e-Signature Policy Sample

Use this sample policy document to provide clear and formal guidelines to users, stakeholders and technology support, including governance, responsibilities, purpose and...

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.

Subject Access Request (SAR) Process Checklist

Use this checklist to validate that you have prepared for all steps of the request process.

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...

Datasheets for Data Sets Template

This template contains the questions from the "Datasheets for Datasets" framework.

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 Strategy Document Template

Use this template to document and formulate your data strategy. Follow along with the sections of the blueprint "Build a Robust and Comprehensive Data Strategy" and...
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