Data Consolidation 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. 

Govern Data Consolidation: inventory Security Tools, finding opportunities to consolidate, and identifying opportunities to take advantage of unknown, unused, or new features.

More Uses of the Data Consolidation Toolkit:

  • Ensure design and development tasks conform to all Data Consolidation, Data Integration, Data Transformation, and Data Quality Best Practices.

  • Support reporting, audit, compliance, and Data integrity initiatives.

  • 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.

  • Evolve and improve existing processes to collect data and analyze causes of accidents and generate timely and actionable reporting.

  • Provide warnings and emergency data to your organization, and operations and Technical Support to leadership before, during, and after emergencies that affect it.

  • Ensure you advise; understand the upstream and downstream data impact and directs the development, implementation, and management of control structures and Business Rules used to govern Data Transformations.

  • Direct Data Consolidation: partner with Key Stakeholders to identify initiatives and execute solutions to people related business problems using Data Analysis, Advanced Analytics and Data Engineering Best Practices.

  • Pull data from a variety of sources to provide visibility into performance, deliver in an actionable format, and ensure Data Quality/integrity.

  • Confirm your organization develops Data Flow Diagrams, and maintains updates of diagrams over time.

  • Be accountable for providing export digital forensic support for counsel and clients in support of Data Security incidents, as data breaches or fraud.

  • Be accountable for partnering with reporting team and analytics team, validate data accuracy before and after the analysis.

  • Hire Data Engineers, Data Architects, and Data Analysts to build and maintain the various data products.

  • Provide legal guidance on your organizations Data Privacy and security programs and support implementation and maintenance.

  • Be accountable for optimizing client performance through efficient dependency management and Data Access patterns.

  • Evaluate data and provide clear reports that can be shared and transferred to and from cross functional teams.

  • Represent group benefits on Data And Analytics initiatives to help create your organization analytics program that focuses on Data integrity, value added analysis, and democratization of data and insights.

  • Be able to creatively solve a problem with incomplete data (infer context).

  • Communicate with team members in Data Science, Product Engineering, Marketing, and leadership to help understand and support needs.

  • Ensure you negotiate; lead team and/or peers in researching Customer Behavior, pricing results and competitive data in support of results, pricing and strategy.

  • Evaluate the effectiveness of Processes And Procedures by collecting qualitative and quantitative data and summarizing findings in written and graphical reports.

  • Contribute to the development of recruitment strategies using data to generate insights and influence decisions.

  • Follow through on key Business Objectives relating to the various data sources to ensure a comprehensive and consistent approach to processing data for timely and error free deliveries to clients.

  • Resolve problems where analysis of situations or data requires an evaluation of intangibles.

  • Ensure you build adaptive Network Security capabilities that protect valuable organization data and drive accountability and transparency in daily operations.

  • Methodize Data Consolidation: Report Writing, business Process Improvements, Data Analysis.

  • Be accountable for scheduling, Data Management, and budget tracking utilizing Project Management and other systems designed to support effective team and program delivery with diverse partners internally and nationally.

  • Establish Data Consolidation: effectively analyze and understands strategic enterprise data and information needs to improvE Business outcomes, support Decision Making at executive levels, and enable Process Improvements.

  • Manage work with the engineering, security, and legal stakeholders to support and promote Access Control and Data Management governance and Best Practices.

  • Perform Data Analysis, data model design, data linking, implementation, testing, debugging, documenting, and maintenance of several applications.

  • Confirm your group complies; monitors adjustment of budgetary, accounting and Program Management data to reflect actual financial and logistical records.

  • Secure that your team complies; directs the preparation, review, and consolidation of IT Business plans, budgets, and forecasts.

  • Support a diverse team of hard working Data Analysts, Data Scientists and Data Engineers focused on investigating into large scale marketing data.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Consolidation 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 Consolidation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are the most efficient solutions problem-specific?

  2. Has implementation been effective in reaching specified objectives so far?

  3. Has your scope been defined?

  4. What Data Consolidation events should you attend?

  5. When are costs are incurred?

  6. What are you trying to prove to yourself, and how might it be hijacking your life and business success?

  7. How will you measure your Data Consolidation effectiveness?

  8. Who defines (or who defined) the rules and roles?

  9. What happens when a new employee joins your organization?

  10. Data Consolidation risk decisions: whose call is it?

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

Your Data Consolidation 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 Consolidation Self-Assessment and Scorecard you will develop a clear picture of which Data Consolidation 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 Consolidation 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 Consolidation projects with the 62 implementation resources:

  • 62 step-by-step Data Consolidation Project Management Form Templates covering over 1500 Data Consolidation 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 Consolidation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Data Consolidation Project Team have enough people to execute the Data Consolidation 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 Consolidation 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 Consolidation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Data Consolidation Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Data Consolidation 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 Data Consolidation 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 Data Consolidation 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 Consolidation 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 Consolidation project with this in-depth Data Consolidation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Consolidation 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 Consolidation 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 Consolidation investments work better.

This Data Consolidation 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.