Data & Business Intelligence - Templates & Policies

Data Management Policy

The data management policy will outline the standards for uniform management of all corporate critical data.

Data Integration and Virtualization Policy

The data integration and virtualization policy will outline the responsibilities for mitigating the risks to personal privacy when integrating, replicating, or...

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...
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