Data & Business Intelligence - Templates & Policies

Data Warehouse Standard Operating Procedures Template

This template serves as a place to document, revise, and update your operating procedures related to data handling from end to end.

Collaboration Platforms RFP Template

Use this template to issue your collaboration RFP with confidence.

Collaboration Platforms Vendor Demo Script

Once you've created a shortlist of collaboration vendors, use this vendor demonstration script to ensure a consistent demo process and directly compare features.

DAM Design Principles Handbook

Use this Design Principles Handbook to develop your metadata schemas and standards as you create your metadata language.

DAM Metadata Execution Strategy Document

Use this execution strategy template to organize and unify the direction of the DAM program.

ECM Strategy Development Project Charter Template

This template will assist in the creation of your ECM strategy roadmap development project charter. Use this template to document efforts related to structuring your ECM...

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...

ECM Strategy Stakeholder Presentation

This template will assist you in consolidating the outputs of your completed activities throughout the Develop an ECM Strategy and Roadmap blueprint in a professional...

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,...

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...
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