Data & Business Intelligence - Templates & Policies

Vendor Response Template

Use the template to receive proposals that reflect the problem at hand. Request an appropriate level of detail for your specific procurement.

Data Integration and Virtualization Policy

The data integration and virtualization policy will outline the responsibilities for mitigating the risks to personal privacy when integrating, replicating, or virtualizing...

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...

Information Organization Program Manual

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

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.

Level 1 Project Charter Template

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

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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