This workbook accompanies the Info-Tech blueprint Develop a Fit-for-Purpose IT Financial Taxonomy. Its purpose is to document the steps and outputs involved in creating a taxonomy for your IT financial data.
This workbook contains the following tabs:
- Data Sources – Document the sources of IT financial data in your organization to facilitate future access.
- Use Cases – List potential use cases that the IT financial data taxonomy must enable and support.
- Evaluation – Document the representational gaps in your current chart of accounts (CoA) or other existing taxonomy.
- Taxonomy – Build your multi-tier IT financial data taxonomy, including naming conventions and definitions. A full sample is provided.
- Vendor/Product Names – Create a separate list of standardized vendor and product names reflecting what's used in your organization.
- Activities – Document next-step actions for implementing your IT financial data taxonomy and other data rehabilitation efforts
- IT Cost Tracker – Use this template to track cost line items and apply taxonomy labels for practice, demonstration, or as an active operational tool.
Use this Excel workbook to document the outcomes of your IT financial data discovery, taxonomy development, and taxonomy implementation planning activities.