Data & Business Intelligence - Templates & Policies

eDiscovery Business Case Template

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

eDiscovery Process Communication Plan Template

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

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,...

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.

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...

Content Retention and Disposition Schedule Template

This tool will help you develop a retention and disposition schedule for the information in your enterprise.

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...

Cloud Integration Checklist

This Cloud Integration Checklist provides a guideline for assessing Cloud integration concerns across four critical areas within an organization.
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