Data & Business Intelligence - Templates & Policies

Data Warehouse Foundation Project Plan Template

This template serves as an integral piece of documentation that will track the efforts of your data warehouse foundation project, serving as a point of reference and...

Data Warehouse Program Charter Template

This template serves as the guiding document that contains the vision, mission, and overarching goals for your organization's data warehouse program.

Data Warehouse Steering Committee Charter Template

The Data Warehouse Steering Committee Charter is a customizable template for delineating responsibilities among the members of the committee to further an organization’s...

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.

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...

Office 365 Migration Plan Report

This pre-populated report template will help you prepare a report of the final migration plan to provide business stakeholders with final decisions, rationale, and next...

End-User Engagement Template

This template will help you build a user engagement plan from pre-kickoff through to post-migration. This template offers email templates, a user profile chart, and a...
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