Data & Business Intelligence - Templates & Policies

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...

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

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 Management Communication/Business Case Template

Use this template to support you in creating strong messaging for your data management project.

Data Warehouse Modernization Technology Architectural Template

Use these sample architecture diagrams to develop the future state of your data warehouse architecture based on what technology will support business needs.

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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