Data & Business Intelligence - Templates & Policies

Business Data Catalog

Use the Business Data Catalog to manage the business terms, their definitions, and other important details including ownership, systems, and how the data should be used...

Data Use Case Framework Template

This template takes you through a business needs gathering activity to highlight and create relevant use cases around the organization’s data-related problems and...

Data Governance Planning and Roadmapping Workbook

Use the Data Governance Planning and Roadmapping Workbook to assist with establishing effective data governance practices.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

Data Lineage Diagram Template

Use this template to create a data lineage diagram – a tool that will help give context to data quality issue root cause analyses and solutioning.

Data Quality Problem Statement Template

One of the biggest challenges in data quality is determining the actual data quality problem. Use this template to identify the data quality problems that are facing the...

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.

BI End-User Satisfaction Survey Framework

Use this framework to plan for your BI end-user satisfaction survey with a seven-step process.

BI Strategy and Roadmap Executive Presentation Template

Use this template to document and organize essential points you uncover in this BI strategy development project. Present this executive presentation to ensure the...

Data Strategy Stakeholder Interview Guide and Findings

​Use this template to support you in understanding the current data consumption practices of the organization and uncovering stakeholder goals and vision around the...
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