Data Management Toolkit

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Engage with an array of databases and Data Management systems to analyze key trends and develop significant insights into cash usage; recommend improvements for Data Management and reporting processes and partner with application developers on solutions.

More Uses of the Data Management Toolkit:

  • Make sure that your business complies; partners with Data Governance, Data Management, IT Business partners, and business stakeholder teams to understand data needs and develop solutions.

  • Secure that your team complies; capabilities with Data Analytics, Big Data Management, high performance/distributed computing, MachinE Learning and/or Deep Learning.

  • Provide service offerings covering Program Management, assessment and review, Data Management capabilities, and end to end Application Development lifecycle.

  • Perform in depth analysis and collaborate with multiple teams to optimize Data Management, information, visibility and visualization translating into Business Growth.

  • Assure your corporation complies; partners with Data Management group and Data Stewards to identify business data owners, users, and Data Science experts digital, sales, etc.

  • Apply Continuous Improvement to Procedures And Policies to improve overall efficiency and reduce errors to configuration and Data Management tasks.

  • Secure that your operation complies; Solutions Support enterprise Information Management, Master Data Management, Business Intelligence, MachinE Learning, Data Science, and other business interests.

  • Liaise with business users, CDO, Data Management, Information Management, security and other stakeholders to determine direction and approach.

  • Manage work on Contract management and renewals, subscription and usage billing, accounts receivables, cash application, taxation and Revenue Management, and Master Data Management (MDM).

  • 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.

  • Confirm your organization supports thE Learning and discovery of Data Management standards, processes and technology by sharing Best Practices with others for the efficient use of Data Management processes and technologies.

  • Lead: management and lease accounting functions for approximately (number of location) collecting value of property and rental rates in the market.

  • Oversee the development and implementation of a Data Governance framework that establishes standard Data Management Policies, standards, processes, and compliance.

  • Ensure your organization complies; initiatives and issues in technology as Cybersecurity, Data Management, transition to cloud and facilitating Remote Working arrangements.

  • Utilize Business Intelligence expertise, business knowledge and technical skills to successfully deliver Data Warehousing methodology initiatives.

  • Be accountable for providing robust analytics, and Data Management for sales planning, productivity analysis, attainment, quotas, capacity, and staffing.

  • Ensure you establish; charged with providing data to appropriate team members for regular campaign reporting throughout the life and at the end of the campaign.

  • Ensure you can derive insights from Customer Feedback, usage data, and external research, and provide input to your product and tech teams.

  • Formulate: plan, source, make/deliver, deploy and related support functions, as Master Data Management or product Lifecycle Management, in a high tech environment.

  • Provide input to Data Management metric reporting, monitor for issues tied to Information Risk, and work with other roles to remediate issues as appropriate.

  • Confirm your organization follows Governance Standards as part of implementing Data Management projects and ensure that access to the data is authorized and controlled.

  • Standardize: act as a first responder to an array of info and data systems issues, evaluate and coordinate an appropriate solution/response, and follow through to resolution as appropriate.

  • Secure that your operation defines and implements the strategy roadmap for enterprise data, implementation and Data Management for new data sources, publicly available data, Business To Business partnerships and advanced Data Analytics systems.

  • Confirm your organization ensures appropriate staffing, Resource Management, systems, Data Management and reporting, quality and accuracy of data and Regulatory Compliance in areas of responsibility.

  • Perform database activities as setup, configuration, troubleshooting, tuning and optimization, database object creation and modification and Metadata Management.

  • Manage work with the Enterprise Data Management team to assure attributes are properly managed and governed via the Enterprise Data Governance process.

  • Develop technical architecture designs which support a robust solution that considers user requirements, technical requirements, Data Models, architectures, etc.

  • Drive engagement with the system partners and lead sustainability Data Management, strategic data trend analytics and delivering operational sustainability business insights to achieve goals.

  • Formulate: partner with Data Governance teams to support operational activities related to Data Management as Metadata capture, Data Quality, Data Security, Data lineage, data inventory.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the 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...

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 Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is the scope of the Data Management effort?

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

  3. What is it like to work for you?

  4. How do you govern and fulfill your societal responsibilities?

  5. Which Data Management data should be retained?

  6. Why should you adopt a Data Management framework?

  7. How do you verify the authenticity of the data and information used?

  8. How do you catch Data Management definition inconsistencies?

  9. Do you have/need 24-hour access to key personnel?

  10. If no one would ever find out about your accomplishments, how would you lead differently?

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

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


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 projects with the 62 implementation resources:

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

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

In using the Toolkit you will be better able to:

  • Diagnose 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 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 Data Management Investments work better.

This Data Management 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.