Data & Business Intelligence - Templates & Policies

B2B Integration Project Charter Template

This template will help to effectively and efficiently communicate key information to stakeholders and participants regarding project goals, objectives, roles, and...

B2B Integration Stakeholder Interview Guide

This stakeholder interview guide will help IT set up structured interviews with key stakeholders and extract the right information to formulate a B2B integration strategy.

Level 1 Project Charter Template

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

Master Data Management Roadmap Template

Use this template to aid you in communicating the MDM roadmap generated from the Initiative Planning Tool to key stakeholders.

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...

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 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.

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...

B2B Integration Strategy and Roadmap Template

This template will help your organization build a B2B strategic roadmap by recording your solution decisions, documenting the solution approach, and providing a baseline...

Enterprise Service Bus Project Charter Template

The ESB Project Charter is a formal document that will provide a comprehensive overview of the ESB project. The Charter can be used to convey information about the...
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