Data Management Optimization Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Management Optimization 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 996 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 Management Optimization improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. How do data management professionals meet challenges and take full inventory of an enterprise data environment to deliver on data governance initiatives and maximize information utilization?

  2. Why is data management so important in the day to day operations of an investment management organization and how does it best go about getting the most from its data management resources?

  3. Are the expectations for legacy computerized systems clear in terms of need for gap analysis, risk assessment and remediation plans to address good data management and integrity practices?

  4. Do you provide any additional data about how proactively managing IT incidents with security management can reduce exposure to security breach costs, compliance fines, and outages?

  5. Does your organization have the systems needed for reliable and efficient data management, time capture, payroll, billing, accounting, risk management, and management information?

  6. Is an object based meta system that supports transparent core scheduling, data management, fault tolerance, site autonomy, and a middleware with a wide range of security options?

  7. Do you have records and data management systems for system operating and maintenance data, for regulatory compliance data, and for system management and administration?

  8. How confident are you that your organization has the right data infrastructure and data management frameworks in place to leverage data to generate business insights?

  9. Have you experienced any successes in communicating with your organizations upper management about the importance of investing in data governance and data management?

  10. Does your data management software write to disk as a random access device or does it write to disk as if it were a tape in a single threaded sequential data stream?


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 Management Optimization book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Requirements Management Plan: Who will approve the requirements (and if multiple approvers, in what order)?

  2. Procurement Audit: Does the procurement function/unit have the ability to secure best performance from contractors?

  3. Human Resource Management Plan: Is the structure for tracking the Data Management Optimization project schedule well defined and assigned to a specific individual?

  4. Variance Analysis: Does the scheduling system identify in a timely manner the status of work?

  5. Procurement Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?

  6. Source Selection Criteria: Do you want to wait until all offerors have been evaluated?

  7. Probability and Impact Assessment: Are there new risks that mitigation strategies might introduce?

  8. Risk Management Plan: My Data Management Optimization project leader has suddenly left your organization, what do you do?

  9. Requirements Management Plan: Do you have an agreed upon process for alerting the Data Management Optimization project Manager if a request for change in requirements leads to a product scope change?

  10. Stakeholder Management Plan: Does a documented Data Management Optimization project organizational policy & plan (i.e. governance model) exist?

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

1.0 Initiating Process Group:

  • 1.1 Data Management Optimization project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Data Management Optimization 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 Management Optimization 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 Management Optimization 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 Management Optimization 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 Management Optimization project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Data Management Optimization 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 Management Optimization 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 Management Optimization investments work better.

This Data Management Optimization 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.