Data & Business Intelligence - Templates & Policies

Data Warehouse Modernization Deployment Plan

Use this template to summarize the outputs of the blueprint activities and present a modernization roadmap with the associated benefits.

Level 2 Project Charter Template

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

Level 1 Project Charter Template

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

Enterprise Service Bus Test Plan Template

Testing the ESB after it has been implemented is a crucial step. Use this template to guide you through choosing your control and test cases, as well as guide you through...

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...

DAM Design Principles Handbook

Use this Design Principles Handbook to develop your metadata schemas and standards as you create your metadata language.

DAM Metadata Execution Strategy Document

Use this execution strategy template to organize and unify the direction of the DAM program.

ECM Strategy Development Project Charter Template

This template will assist in the creation of your ECM strategy roadmap development project charter. Use this template to document efforts related to structuring your ECM...

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design,...
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