Data & Business Intelligence - Templates & Policies

ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

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...

Data Practice and Platform Models

Data practice & platform pre-build pattern templates based on Info-Tech data reference patterns and data platform design best practices.

Communications Guide Poster Template

Use this poster as a visual aid to guide users toward the best communication channel for different message types.

Data Platform Design Assessment

Use this template to capture the results of the data platform design assessment.

Reference Architecture Pattern

Use this template to customize your target data platform pattern.

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.
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