Data & Business Intelligence - Templates & Policies

Data Strategy Stakeholder Interview Guide and Findings

​Use this template to support you in understanding the current data consumption practices of the organization and uncovering stakeholder goals and vision around the...

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

Data Platform Design Assessment

Use this template to capture the results of the data platform design assessment.

Reference Architecture Pattern

Use this template to customize your target data platform pattern.

Communications Guide Poster Template

Use this poster as a visual aid to guide users toward the best communication channel for different message types.

Data Governance Policies Package

A robust kit of templates, guides, and executive one pagers to establish effective, actionable data governance policies.

Data Practice and Platform Models

Data practice & platform pre-build pattern templates based on Info-Tech data reference patterns and data platform design best practices.

ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

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.

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...

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