Data & Business Intelligence - Templates & Policies

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...

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

Data Quality Problem Statement Template

One of the biggest challenges in data quality is determining the actual data quality problem. Use this template to identify the data quality problems that are facing the...

Data Lineage Diagram Template

Use this template to create a data lineage diagram – a tool that will help give context to data quality issue root cause analyses and solutioning.

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.

Model Cards for Model Reporting Template

This template contains the questions from the "Model Cards for Model Reporting" framework.

Datasheets for Data Sets Template

This template contains the questions from the "Datasheets for Datasets" framework.

Subject Access Request (SAR) – Erasure

Use this example as a starting point to document your subject access request procedure for erasure requests.

Subject Access Request (SAR) Process Checklist

Use this checklist to validate that you have prepared for all steps of the request process.
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