Data Flows Toolkit

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Evaluate, support and document System Integrations, Data Flows, data models, Data Architecture, and understand how cross functional and cross business unit teams consume and activate content Metadata to plan out Data Integration and data sharing environments.

More Uses of the Data Flows Toolkit:

  • Manage work with solution teams and Data Architects to implement Data Strategies, build Data Flows, and develop logical/physical data models.

  • Apply Data Governance for Master Data through data coordination and integration to ensure efficient processes and consistent Data Flows to business and stakeholders.

  • Manage work with the Application and Systems Development teams to implement Data Strategies, build Data Flows and develop conceptual data models.

  • Identify and translate customer Business Needs into clearly defined business requirements and create documentation inclusive of Process Flows, Data Flows, wireframes, etc.

  • Manage work with business and application/solution teams to implement Data Strategies, build Data Flows, and develop conceptual/logical/physical data models.

  • Collaborate with cross functional teams to understand Data Flows and processes to enable design and creation of the best possible solutions.

  • Analyze and evaluate existing control processes, Data Flows and integration points, and determine appropriate Access management technology, process and people improvement suggestions.

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

  • Make sure that your team complies; establishments and maintenance of data processes, Data lineage, and Data Flows in partnership with enterprise wide Data Stewards, data delivery teams.

  • Contribute to the documentation, design and review of Business Processes, Data Flows, quality of data and systems architecture.

  • Perform tests and validate all Data Flows and prepare all ETL processes according to business requirements and incorporate all business requirements into all Design Specifications.

  • Gain support the planning, preparation, translation, and execution of Data Flows and migrations between enterprise platforms.

  • Manage work with the Application Development team to implement Data Strategies, build Data Flows and develop conceptual data models.

  • Analyze cardholder Data Flows (business and application Data Flows) and accordingly identify the risks to cardholder data.

  • Methodize: design apply Data Governance for Master Data through data coordination and integration to ensure efficient processes and consistent Data Flows to business and stakeholders.

  • Develop and maintain formal documentation describing enterprise Data Flows, Data Processing and security frameworks, data models and consumption patterns.

  • Formulate: review and approve high level Data Flows, functional and Technical Specifications, system implementation staging, Change Control, design alternatives and functional system requirements.

  • Oversee: work closely with team data analyzing and business analyzing to confirm data requirements, Data Flows, and source to target Data Mapping.

  • Coordinate Application Design, development, testing, and implementation with the objective of integrating customer processes and Data Flows.

  • Provide Thought Leadership and participate with projects that involve any of the upstream or downstream Data Flows and processes.

  • Initiate: objective of the project to verify and validate that etls and Data Transformations of key Data Flows are conducted according to business requirements and documented design.

  • Ensure you assess; understand how Data Flows in different Clinical and health systems and how to protect security and privacy of the data during integration.

  • Develop and deploy Quality Control tools and processes dealing with the Data Flows in integration, warehousing, and product delivery.

  • Evaluate System Integrations, Data Flows, current data models and Data Architecture to formulate improved data models and Data Architecture.

  • Perform end to end Systems Engineering for Data Flows from the perspective of data format modeling, implementation, and support.

  • Create new data models, views, and Data Flows from a variety of sources to support product experimentation and device troubleshooting.

  • Collaborate with your Product and Technology, IT, and other business teams to document existing and planned Data Collection processes and Data Flows; documenting data inventory and related processes.

  • Confirm your business provides Business Process, system support and Data Quality governance through data coordination and integration to ensure efficient processes and consistent Data Flows to business and stakeholders.

  • Ensure you invent; lead with expertise in investment platforms, systems, operations, Data Flows, accounting and processes, as it relates to alternative Asset Management and the investment lifecycle in general.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How will you know that the Data Flows project has been successful?

  2. What is something you believe that nearly no one agrees with you on?

  3. How do you improve your likelihood of success?

  4. Who is responsible for ensuring appropriate resources (time, people and money) are allocated to Data Flows?

  5. How has the Data Flows data been gathered?

  6. Are the Data Flows requirements complete?

  7. How does Cost-to-Serve Analysis help?

  8. Are you relevant? Will you be relevant five years from now? Ten?

  9. How do you manage Data Flows risk?

  10. What is your decision requirements diagram?

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

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

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 Flows project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Data Flows project team have enough people to execute the Data Flows 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 Flows 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 Flows 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 Flows 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 Flows 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 Flows project with this in-depth Data Flows Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Flows 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 Flows 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 Flows investments work better.

This Data Flows 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.