Data & Business Intelligence - Templates & Policies

Modernize Data Architecture Project Charter

Use this charter to ensure your data architecture modernization project is supported by strong project management from the start.

Data Architecture Strategic Planning Workbook

Use this workbook template to support your team in documenting the findings from its business assessment and data architecture planning.

Modernize Data Architecture Roadmap Presentation Template

Use this PowerPoint template to support your team in organizing project findings and presenting the proposed initiatives and roadmap to the project's oversight body.

BI Project Charter

A project charter serves several important functions. It organizes the BI selection and procurement project so that you can make efficient and effective resource...

BI Implementation Work Breakdown Structure Template

This work breakdown structure (WBS) provides a standard list of project tasks, the sequence of executing those tasks, and interdependence of the tasks. It helps you to...

BI Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

BI Request for Proposal Template

Requests for proposal provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

BI Test Plan Template

Ensure your designed processes are ready to be employed into the business environment by conducting a series of testing. Use this template to support process owners and...

Data Warehouse Service Level Agreement

A data warehouse is the central place to provision data to analytics and business users. Use this Agile Data Warehouse Service Level Agreement (SLA) template to...

Data Governance Implementation Plan Template

Use the Data Governance Implementation Plan Template to move forward with establishing data governance.
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