Data & Business Intelligence - Templates & Policies

B2B Integration Trading Partner Survey

The trading partner survey guide will assist your organization in gathering the right requirements for the successful formulation of a B2B integration strategy.

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

Data Governance Business Case and Roadmap Presentation Template

Use this template to communicate program value, challenges, mission and vision of the program, objectives, your comprehensive roadmap to get to the desired state, and...

Data Integration Tool RFP Template

Issuing RFPs is a critical step in your vendor selection process. A detailed RFP saves time in the selection process and ensures that you select a best-fit solution for...

Data Integration Tools Vendor Demo Script

This template is designed to provide vendors with a consistent set of instructions to ensure an objective comparison of product features; all while you can evaluate ease...

Master Data Management Project Charter Template

A project charter defines the project and lays the foundation for all subsequent project planning. It is a critical communication tool for the project purpose, scope, and...

Pattern Analysis Template

This template will help organizations identify which big data patterns solve which business issues. You can then evaluate the benefits of each pattern, which will help...

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...
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