Data & Business Intelligence - Templates & Policies

Data Integration Solution RFP Template

Issuing RFPs is a critical step in your vendor selection process. This RFP template comes populated with important elements you don't want to forget. A detailed RFP saves...

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 Business Case Template

This template is meant to help IT make the case for a formalized eDiscovery process.

eDiscovery Procedure for Legal Search

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

eDiscovery Process Communication Plan Template

This communication plan template provides a structure for managing ongoing communications between stakeholders over the course of the project.

Information Organization Program Manual

The Program Manual serves as the basis for maintaining the Information Organization practice within the enterprise.
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