Data & Business Intelligence

BI Practice Assessment Tool

A structured tool to help you evaluate the gap between your current and target state and build a roadmap to ensure success.

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...

Data Quality Practice Assessment and Project Planning Tool

Use this tool to perform a detailed assessment of your organization's data quality practice capabilities and identify gaps that will direct your overall data quality...

Data Warehouse Modernization Deployment Plan

Use this template to summarize the outputs of the blueprint activities and present a modernization roadmap with the associated benefits.

​​Assess Your Data Science and Machine Learning Capabilities​

Organizations are under pressure to better leverage their data, and in the face of AI this need is becoming more acute than ever. However, those charged with leading data...

Data Warehouse Modernization Technology Architectural Template

Use these sample architecture diagrams to develop the future state of your data warehouse architecture based on what technology will support business needs.

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

Data Warehouse Modernization Initiative Building Tool

This tool takes you through a multi-step process of generating ideas for data warehouse modernization and building a roadmap for implementation.

Right-Size the Governance Model for Your ECM Program – Executive Brief

Read this Executive Brief to understand why policies and systems won't be enough to ensure ECM success today, and review Info-Tech's approach to establishing a right-sized...

Data Management Communication/Business Case Template

Use this template to support you in creating strong messaging for your data management project.
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