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Data & Business Intelligence - Templates & Policies

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.

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...

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 Planning and Roadmapping Workbook

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

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...

Business Data Catalog

Use the Business Data Catalog to manage the business terms, their definitions, and other important details including ownership, systems, and how the data should be used and...

BI Strategy and Roadmap Template

Use this template throughout this project to document findings as you conduct and complete assessments and key ideas and opportunities for your BI program.

Level 1 Project Charter Template

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

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

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...
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