Data & Business Intelligence - Templates & Policies

BI Strategy and Roadmap Template

Use this template throughout this project to document findings as you conduct and complete assessments and key ideas and opportunities for your BI program.

Business Intelligence RFP Template

Customize this template to create your own request for proposal (RFP) for your BI and analytics solution procurement process.

Enterprise Service Bus Service Interface Contract Template

A service interface contract is a record of a service’s functions, parameters, data schema, protocols and security controls. The Enterprise Service Bus (ESB) Service...

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 reduce...

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

Information Organization Program Manual

The Program Manual serves as the basis for maintaining the Information Organization practice within the enterprise.

BI Strategy and Roadmap Presentation Template

A template to help you build a clear and compelling strategy document for stakeholders.

Master Data Management Project Charter Template

Use Info-Tech's Master Data Management Project Charter Template to centralize the critical information regarding to objectives, staffing, timeline, and expected outcome of...

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.

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,...
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