Reference Data Management Toolkit
Save time, empower your teams and effectively upgrade your processes with access to this practical Reference Data Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Reference Data Management related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Reference Data Management specific requirements:
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STEP 1: Get your bearings
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Start with...
* The latest quick edition of the Reference Data Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the....
* Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
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STEP 2: Set concrete goals, tasks, dates and numbers you can track
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Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Reference Data Management improvements can be made.
Examples; 10 of the 997 standard requirements:
* How does your organization shape data growth, regulations, and value into an intuitive, unobtrusive set of information lifecycle management policies that are autonomous, automatic, and transparent?
* Is there an ongoing domain analysis or asset management effort to create a rule base from data about characteristics of or constraints on requirements or problem entities?
* Is there an ongoing domain analysis or asset management effort to create a rule base from data about implementation characteristics of or constraints on using components?
* Are you including a database management system when the data model is so simple that a flat file or small collection of files would do?
* Are there any ongoing activities to put assets under management of a database or configuration management tool?
* Is the data within a special category of data subject to additional rules and restrictions on its transfer?
* Can your organization stipulate an acceptable time for system response to a user request for information?
* What are the used logical data assets and data management resources in the provided use case description?
* Is your data all in one language or are multiple languages used, especially with regards to address data?
* Does a system protocol exist for emergency override to transfer control to a human in case of emergency?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
* The workbook is the latest in-depth complete edition of the Reference Data Management book in PDF containing 997 requirements, which criteria correspond to the criteria in...
Your Reference Data Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
* The Self-Assessment Excel Dashboard; with the Reference Data Management Self-Assessment and Scorecard you will develop a clear picture of which Reference Data Management areas need attention, which requirements you should focus on and who will be responsible for them:
* Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
* Gives you a professional Dashboard to guide and perform a thorough Reference Data Management Self-Assessment
* Is secure: Ensures offline data protection of your Self-Assessment results
* Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
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STEP 3: Implement, Track, follow up and revise strategy
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The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Reference Data Management projects with the 62 implementation resources:
* 62 step-by-step Reference Data Management Project Management Form Templates covering over 1500 Reference Data Management project requirements and success criteria:
Examples; 10 of the check box criteria:
* Schedule Management Plan: Have Reference Data Management project management standards and procedures been identified / established and documented?
* Procurement Audit: Is sufficient evidence required for all disbursements (except nominal amounts)?
* Procurement Audit: Does the procurement process compile basic procurement information such as how much is bought and spend with individual suppliers?
* Lessons Learned: Who managed most of the communication within the Reference Data Management project?
* Closing Process Group: Mitigate. what will you do to minimize the impact should a risk event occur?
* Schedule Management Plan: Have Reference Data Management project team accountabilities & responsibilities been clearly defined?
* Variance Analysis: Is budgeted cost for work performed calculated in a manner consistent with the way work is planned?
* Procurement Audit: Is the efficiency of the procurement process regularly evaluated?
* Project or Phase Close-Out: What stakeholder group needs, expectations, and interests are being met by the Reference Data Management project?
* Activity Duration Estimates: How can software assist in procuring goods and services?
Step-by-step and complete Reference Data Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
* 1.1 Reference Data Management project Charter
* 1.2 Stakeholder Register
* 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
* 2.1 Reference Data Management project Management Plan
* 2.2 Scope Management Plan
* 2.3 Requirements Management Plan
* 2.4 Requirements Documentation
* 2.5 Requirements Traceability Matrix
* 2.6 Reference Data Management project Scope Statement
* 2.7 Assumption and Constraint Log
* 2.8 Work Breakdown Structure
* 2.9 WBS Dictionary
* 2.10 Schedule Management Plan
* 2.11 Activity List
* 2.12 Activity Attributes
* 2.13 Milestone List
* 2.14 Network Diagram
* 2.15 Activity Resource Requirements
* 2.16 Resource Breakdown Structure
* 2.17 Activity Duration Estimates
* 2.18 Duration Estimating Worksheet
* 2.19 Reference Data Management project Schedule
* 2.20 Cost Management Plan
* 2.21 Activity Cost Estimates
* 2.22 Cost Estimating Worksheet
* 2.23 Cost Baseline
* 2.24 Quality Management Plan
* 2.25 Quality Metrics
* 2.26 Process Improvement Plan
* 2.27 Responsibility Assignment Matrix
* 2.28 Roles and Responsibilities
* 2.29 Human Resource Management Plan
* 2.30 Communications Management Plan
* 2.31 Risk Management Plan
* 2.32 Risk Register
* 2.33 Probability and Impact Assessment
* 2.34 Probability and Impact Matrix
* 2.35 Risk Data Sheet
* 2.36 Procurement Management Plan
* 2.37 Source Selection Criteria
* 2.38 Stakeholder Management Plan
* 2.39 Change Management Plan
3.0 Executing Process Group:
* 3.1 Team Member Status Report
* 3.2 Change Request
* 3.3 Change Log
* 3.4 Decision Log
* 3.5 Quality Audit
* 3.6 Team Directory
* 3.7 Team Operating Agreement
* 3.8 Team Performance Assessment
* 3.9 Team Member Performance Assessment
* 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
* 4.1 Reference Data Management project Performance Report
* 4.2 Variance Analysis
* 4.3 Earned Value Status
* 4.4 Risk Audit
* 4.5 Contractor Status Report
* 4.6 Formal Acceptance
5.0 Closing Process Group:
* 5.1 Procurement Audit
* 5.2 Contract Close-Out
* 5.3 Reference Data Management project or Phase Close-Out
* 5.4 Lessons Learned
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Results
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With this Three Step process you will have all the tools you need for any Reference Data Management project with this in-depth Reference Data Management Toolkit.
In using the Toolkit you will be better able to:
* Diagnose Reference Data Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
* Implement evidence-based best practice strategies aligned with overall goals
* Integrate recent advances in Reference Data Management and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Reference Data Management investments work better.
This Reference Data Management All-Inclusive Toolkit enables You to be that person.
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Includes lifetime updates
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Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.