Data & Business Intelligence - Templates & Policies

Data Audit Interview Schedule

​Use the Data Audit Interview Schedule to ensure you organize interviews with the proper data audit participants.

Data Audit Project Charter

The data audit project will not launch without a solid structure and executive support. This template is designed to effectively and efficiently portray information...

Data Change Communication Plan Template

The Data Change Communication Plan will help ensure stakeholders are aware of the data changes happening, how it will affect them, and when it will occur. The...

Data Audit Stakeholder Interview Guide

Data owners, data stewards, and end users are the ones who use the data on a day-to-day basis and will be able to provide the best information regarding ongoing data...

B2B Integration Project Charter Template

This template will help to effectively and efficiently communicate key information to stakeholders and participants regarding project goals, objectives, roles, and...

B2B Integration Stakeholder Interview Guide

This stakeholder interview guide will help IT set up structured interviews with key stakeholders and extract the right information to formulate a B2B integration strategy.

B2B Integration Trading Partner Survey

The trading partner survey guide will assist your organization in gathering the right requirements for the successful formulation of a B2B integration strategy.

B2B Integration Strategy and Roadmap Template

This template will help your organization build a B2B strategic roadmap by recording your solution decisions, documenting the solution approach, and providing a baseline...

Make the Business Case for B2B Integration Presentation

This editable PowerPoint presentation will help you gather the right information to present to stakeholders and gain approval to move forward with implementing the strategy.

B2B Integration Communication Planning Template

This tool is designed to help track and define the communication methods needed to introduce initiatives and change.
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