Data & Business Intelligence - Templates & Policies

Email Security Gateway RFP Template

Issuing an RFP to vendors is a critical step in your email security gateway solution selection process.

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design,...

Data Management Strategy Work Breakdown Structure Template

Use this work breakdown structure template to guide you in staying on track and maintaining strong project management throughout your data management project.

Data Warehouse Service Level Agreement

A data warehouse is the central place to provision data to analytics and business users. Use this Agile Data Warehouse Service Level Agreement (SLA) template to...

Subject Access Request (SAR) Process Checklist

Use this checklist to validate that you have prepared for all steps of the request process.

Draft Subject Access Request (SAR) Landing Page Template

Use this template to document what will be included on your subject access request landing page.

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...

Data Warehouse Modernization Deployment Plan

Use this template to summarize the outputs of the blueprint activities and present a modernization roadmap with the associated benefits.

Content Curator Playbook

Use this template to define a specific process for managing the curation of enterprise content and reducing time spent searching for accurate, relevant enterprise content.

ECM Governance Model Charter Template

This charter serves as the central document that contains all the details pertaining to your ECM governance program.
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