Data Capture Toolkit

Downloadable Resources, Instant Access

Not sure if this is for you?

Complete this form to receive access to the Toolkit content
Contact Email  *
First Name *
Last Name 
*Required Fields
Note: If your timing isn't quite right yet, we'll keep you updated through our newsletter. You can always choose to opt out when you feel the information is no longer relevant to your situation. 

Develop Data Capture: core value is to scale thE Business by putting your people first.

More Uses of the Data Capture Toolkit:

  • Be accountable for reporting and monitoring of Data Capture for automation and maintenance activities.

  • Develop guidelines and patterns for usage of data streaming, Data Virtualization, change Data Capture and direct Data Access accounting for various use cases ranging from real time data needs to legacy more static Data Warehouse architecture and techniques.

  • Develop a Data Reporting environment that facilitates consistent and accurate reporting of the clients Data Captured by Lash Groups Call Center Operations.

  • Be accountable for working closely with the Digital Intelligence leadership teams incorporating Data Capture and Data Analysis solutions and initiatives you can provide to your clients.

  • Maintain up to date knowledge on Industry Trends, Emerging Technologies, and new methodologies for utilization in finding innovative ways to perform Data Capture and derive valuable insights.

  • Manage to ensure that Knowledge Management and Data Capture processes are adhered to by members of IT, to issue reports and reuse existing information efficiently.

  • Make sure that your team operates Data Capture technology to import digitized documents into Document Management Systems.

  • Control Data Capture: complete customer fingerprint images, biometric and Data Capture processes and paperwork.

  • Change Data Capture and Batch Processing in a distributed environment.

  • Formulate Data Capture: partner with data Governance Teams to support operational activities related to Data Management as MetaData Capture, Data Quality, Data Security, Data lineage, data inventory.

  • Be accountable for architecting change Data Capture, historical load, and Data Recovery Design Patterns.

  • Help establish and maintain processes to support massive Data Capture at scale and ensure data is kept up to date.

  • Establish that your design operates Data Capture technology to import digitized documents into Document Management System.

  • Evaluate Data Capture: partner with data Governance Teams to support operational activities related to Data Management as MetaData Capture, Data Quality, Data Security, Data lineage, data inventory.

  • Control Data Capture: in Machine Learning, cognitive automation, analytics, Chatbots, Natural Language Processing, Business Process management and intelligent Data Capture.

  • Solve complex Data Issues around Data Integration, unusable data elements, Unstructured Data sets, and other Data Processing incidents.

  • Develop strategic and tactical elements based on research, data and Industry Trends.

  • Collaborate with Business Process and Data Governance managers to build Data Strategy, direction and roadmap for Master Data Management, data Quality Program, Data Warehousing/lake, Business Intelligence and Analytics.

  • Communicate directly with named customers and conduct Data Driven analyses of Customer Behavior to measure feature adoption and predict at risk accounts.

  • Support data ethics and Privacy Office with completion of Data Protection Impact.

  • Help design methods for storing data in a way that facilitates extremely fast data parsing and management.

  • Ensure you consistently use empathy, logic and data to inform content choices and thrive when challenged to solve the new and unknown.

  • Be accountable for identifying additional data sources and manage Data Flows that support crisis Risk Analysis by engaging in Data Modeling and Database Development.

  • Support and collaborate with internal and external collaborations to ensure data delivery architecture is consistent throughout ongoing projects.

  • Prepare the annual fiscal plan for assigned function by analyzing historical data in conjunction with Future Growth plans and desired organization metrics.

  • Lead Data Capture: Power BI developers study your organizations current Information Systems and procedures and design reports and Data Visualizations to help your organization operate more efficiently and effectively.

  • Confirm your corporation complies; as part of a tightly knit team, the Data Risk Advisor is expected to work closely and professionally with multiple internal and customer points of contact to ensure the delivery of only the highest quality work.

  • Establish Data Capture: plan, organize, and conduct data calls; gather information and requirements for calls; and create, maintain, and improve SOPs for data calls.

  • Redshift deliver ten times faster performance than other Data Warehouses by using Machine Learning, massively parallel query execution, and columnar storage on high performance disk.

  • Make sure that your team provides consulting/training/education services as Data Management and staff training/orientation for standard systems.

  • Meet with engineering and operations team to understand and capture thE Business context and requirements for monitoring, and on a monthly basis to review observability service value, trends and facilitate any updates to the agreed monitoring plan.

  • Ensure you are an integral part of your overall strategy by helping define impactful product features, drive the System Architecture, and spearhead the Best Practices that enable a quality product.


Save time, empower your teams and effectively upgrade your processes with access to this practical Data Capture Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Data Capture 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 Data Capture specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Capture 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...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Data Capture improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are task requirements clearly defined?

  2. What is the overall talent health of your organization as a whole at senior levels, and for each organization reporting to a member of the Senior Leadership Team?

  3. If you had to leave your organization for a year and the only communication you could have with employees/colleagues was a single paragraph, what would you write?

  4. Is there a work around that you can use?

  5. What have been your experiences in defining long range Data Capture goals?

  6. If your company went out of business tomorrow, would anyone who doesn't get a paycheck here care?

  7. Think about some of the processes you undertake within your organization, which do you own?

  8. How do you aggregate measures across priorities?

  9. Are you satisfied with your current role? If not, what is missing from it?

  10. How do you proactively clarify deliverables and Data Capture quality expectations?

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 Data Capture book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Data Capture 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 Data Capture Self-Assessment and Scorecard you will develop a clear picture of which Data Capture 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 Data Capture 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:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Data Capture projects with the 62 implementation resources:

  • 62 step-by-step Data Capture Project Management Form Templates covering over 1500 Data Capture project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Data Capture project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Data Capture Project Team have enough people to execute the Data Capture project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Data Capture project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Data Capture Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Data Capture 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 Data Capture project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Data Capture project with this in-depth Data Capture Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Capture 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 Data Capture 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 Data Capture investments work better.

This Data Capture All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

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.