Data & Business Intelligence - Templates & Policies

Managed Metadata Project Charter Template

This tool serves as a project outline and charter to assist in the creation of managed metadata to manage enterprise content. This document will assist in stating...

Descriptors for Document Repositories Template

The Descriptors for Document Repositores Template will assist in developing schedules of descriptors for each purpose identified in the deployment plan. Use this template...

Records Retention Schedule Template

A retention schedule stipulates how long electronic documents and records should be retained by an enterprise. Work with existing records management staff (if...

Application Integration Policy and Principles Template

Establishing proper principles and guidelines for application integration (AI) is an important component of the implementation of AI Governance. This template outlines...

Cloud Integration Checklist

This Cloud Integration Checklist provides a guideline for assessing Cloud integration concerns across four critical areas within an organization.

Application Integration Strategy Template

This template is an essential document for pulling together all of the work, planning, and investments completed through identifying your current environment, developing...

Integration Service Catalog Template

Keeping inventory of your services and interfaces is a necessary component of proper Application Integration. This is a customizable template that allows you to easily...

Content Retention and Disposition Schedule Template

This tool will help you develop a retention and disposition schedule for the information in your enterprise.

Email Intervention Survey

Changes to how email fits into enterprise communication must be handled carefully. Test the user and IT-based changes in a short pilot, as described in slides 28 to 31 of...

Email Grief Survey

Email volume is often a problem for organizations. Use this survey to determine what the nature of the problem is and whether IT can provide a technical solution to...
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