Data & Business Intelligence - Templates & Policies

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...

Data Management Communication/Business Case Template

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

Data Warehouse Service Level Agreement

A data warehouse is the central place to provision data to analytics and business users. Use this Agile Data Warehouse Service Level Agreement (SLA) template to...

Data Use Case Framework Template

This template takes you through a business needs gathering activity to highlight and create relevant use cases around the organization’s data-related problems and...

Data Governance Planning and Roadmapping Workbook

Use the Data Governance Planning and Roadmapping Workbook to assist with establishing effective data governance practices.

Data Governance Policy

This policy establishes uniform data governance standards and identifies the shared responsibilities for assuring the integrity of the data and that it efficiently and...

Data Governance Exemplar

Use this exemplar to understand how to document and establish your data governance. Follow along with the sections of the blueprint Establish Data Governance and complete...

Master Data Management Platform Template

Leverage Info-Tech’s pre-built platform to illustrate the organization’s data environment with MDM and the value MDM brings to the organization.

Master Data Management Practice Pattern Template

Leverage Info-Tech’s pre-built practice patterns to effectively define the key services and outputs that must be delivered by establishing core capabilities,...

Master Data Management Architecture Design Template

Use Info-Tech’s architecture design template to effectively document the movement of data aligned with the business process across the organization.
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