Data & Business Intelligence

Information Acceptable Use Policy

The Information Acceptable Use Policy outlines standards for appropriate use of corporate information and IT equipment.

Create a Data Management Roadmap – Phases 1-2

Use this blueprint to translate strategic direction and vision for data (the "what") into a plan of action for the data practice (the "how"), addressing governance,...

Data Management Strategy Work Breakdown Structure Template

Use this work breakdown structure template to guide you in staying on track and maintaining strong project management throughout your data management project.

Data Management Assessment Printout

Use this printout to guide you in taking a collaborative approach to evaluating the performance of your data management practice.

Build a Reporting and Analytics Strategy – Executive Brief

Read this Executive Brief to understand key business drivers for refreshing your BI program.

Build a Reporting and Analytics Strategy – Phases 1-3

This storyboard will help you understand your existing BI environment, assess current capabilities, envision your future state BI, and formulate a comprehensive...

Build a Reporting and Analytics Strategy – Phase 1: Understand the Business Context and BI Landscape

This phase will help you establish the scope for your project by gathering detailed business context for the BI program, as well as helping you to understand your...

Build a Reporting and Analytics Strategy – Phase 3: Create a BI Roadmap for Continuous Improvement

This phase of the blueprint focuses on defining improvement initiatives, developing a strategy, and defining a roadmap to accompany the strategy.

BI Initiatives and Roadmap Tool

This tool will help you transform the business intelligence activities from Phases 1 and 2 into comprehensive improvement initiatives, assign responsibility to...

Develop a Master Data Management Practice and Platform – Phases 1-2

Approaching MDM with a clear blueprint that provides a step-by-step approach that will aid in the development of your MDM practice and platform.
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