Data & Business Intelligence - Templates & Policies

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...

Data Entry Policy

The integrity and quality of data and evidence used to inform decision making is central to both the short-term and long-term health of the organization.

Data Provenance Policy

The value of data as an institutional resource is increased through its widespread and appropriate use; its value is diminished through improper sourcing, misuse,...

eDiscovery Procedure for Legal Search

Use this template to describe the activities and responsibilities required to effectively respond to a discovery request.
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