Data & Business Intelligence - Templates & Policies

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...

Enterprise Service Bus Implementation Workbook

ESB involves many business units and IT teams that provide ideas and suggestions for the ESB project. Documenting and maintaining those ideas is a challenge. The workbook...

Enterprise Integration Center of Excellence Charter

This template will help you to create a unifying charter for the integration CoE.

Master Data Management Business Case Presentation Template

Use this template to communicate the key definitions in the field of MDM and reasons for adopting a MDM strategy specific to your organization.

IT Data Audit Report Guidance

​Use this template to determine what needs to be executed within the scope of the data audit.

Data Audit Interview Schedule

​Use the Data Audit Interview Schedule to ensure you organize interviews with the proper data audit participants.

eDiscovery Business Case Template

This template is meant to help IT make the case for a formalized eDiscovery process.

eDiscovery Process Communication Plan Template

This communication plan template provides a structure for managing ongoing communications between stakeholders over the course of the project.

Data Warehouse Standard Operating Procedures Template

This template serves as a place to document, revise, and update your operating procedures related to data handling from end to end.
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