Data Mapping Toolkit

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Be accountable for utilizing various data sources and research methods, the Data Stewardship analyzing provides your organization and structure for Firms, organization Offices, and Contacts to be used in consolidated reporting across multiple platforms and clearing arrangements.

More Uses of the Data Mapping Toolkit:

  • Lead: Data Modeling and Data Mappings (landing, staging and base objects), Data Validation, match and merge rules, hierarchy, relationship, cleansing logic, and mapping survivorship criteria.

  • Assure your planning complies; conducts Data Mapping and analysis, translating Regulatory Requirements into the Black Knight Financial Services system.

  • Help businesses implement technology solutions in a cost effective way by determining the requirements of a project or program.

  • Perform deployment activities related to system implementation, upgrades, and installation of applications and software.

  • Meet and coordinate with internal and external stakeholders to establish project scope, system goals, and requirements.

  • Provide analytical and design expertise; system configuration; Data Mapping; testing and client support of live payroll processing.

  • Arrange that your team acts as an extension of the Implementation and Operations group to isolate Data Mapping issues prior to and after Implementation.

  • Identify relevant data attributes from internal data sources and document inputs, outputs and associated source to target Data Mapping.

  • Initiate: document Data Mappings, Data Dictionaries, processes, programs and solutions as per established standards for Data Governance.

  • Oversee: work closely with users, change managers, Project Management, architecture and developers to translate the business requirements into functional requirements and create solution (Data Mapping).

  • Analyze the existing transactional data repositories to identify and create Data Mapping and Business Rules for data ETL based on Business Needs.

  • Audit: technical knowledge in field to field Data Mapping, conversion validation, system and security configuration, system Integration Testing, and User Acceptance Testing.

  • Be certain that your planning provides interface design (Data Mapping, translation, and transformation specifications) and architectural guidance for new and existing integration projects.

  • Create source to target Data Mapping rules with the Business Transformation rules by considering with business users.

  • Ensure you undertake; build Data Mappings to provide the means of System Integration by considering security, compliance the target and the source system requirements.

  • Provide support to the Billing Service Team by adding providers and payers, resolving Data Mapping issues, and making billing software configuration changes.

  • Manage work with clients/testers to ensure the product meets the client requirements in phases of Data Validation, User Acceptance Testing, etc.

  • Help you as you strive to be the most respected and in demand solution partner supporting intelligent distribution in the Asset Management industry.

  • Drive day to day Data Analysis of actuarial data which makes up of multiple components across multiple Life Insurance products.

  • Direct: document business requirements, workflows, use cases, functional requirements, Test Plans, Test Cases, and Data Mappings for new enhancements or modifications to CMDB functionality.

  • Head: research, evaluate, and determine best fit of tools and techniques for Data Mapping, Data Mining, Data Transformation, and Data Integration.

  • Support Data Quality and master Data Management activities to ensure data from source systems is accurate, current, consistent and fit for purpose.

  • Be accountable for reading clinical research protocols and case report forms to understand the Data Mappings and document functional and business requirements to support the transformation of data into new warehouses and using new analytic tools.

  • Confirm your organization ensures quality and accuracy of the data mapped from staging environments to the Data Warehouse and to external interfaces.

  • Confirm your project serves as a data systems analyzing conduit between business partners, Actuarial IT development team and valuation business partners.

  • Set requirements for documenting client and system specific Data Mapping needs, transformation rules, and any Business Rules related intelligence.

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

  • Assure your organization analyzes the ETL code to extract Data Mapping details and upload to MetaData Management tool to establish Data lineage traceability.

  • Develop and implement maintenance procedures, monitor systems health, gather system statistics, and troubleshoot reported errors and alarms.

  • Manage work with technical architects and developers to research and assess various technologies that can be used together to solve your organization problem.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

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

  2. To what extent does management recognize Data Mapping as a tool to increase the results?

  3. What knowledge, skills and characteristics mark a good Data Mapping Project Manager?

  4. Are the Data Mapping benefits worth its costs?

  5. What adjustments to the strategies are needed?

  6. What could cause delays in the schedule?

  7. Are you using a Design Thinking approach and integrating Innovation, Data Mapping Experience, and Brand Value?

  8. Where can you get qualified talent today?

  9. How is Knowledge Sharing about Risk Management improved?

  10. What is the standard for acceptable Data Mapping performance?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose Data Mapping 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 Mapping 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 Mapping investments work better.

This Data Mapping 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.