Federated Search Toolkit

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Ensure you are effectively communicating with the business and development team for development scope, Issue resolution, production deployment and production issues.

More Uses of the Federated search Toolkit:

  • Govern: work to understand the clients business environment and risk management framework and approaches.

  • Lead functional and technical design consideration with customer for current phase development.

  • Establish that your organization participates in remediation planning, outlining client GRC requirements.

  • Secure that your organization conducts records management inventories, and provides tracking and project management for staff.

  • Manage: information security analysts.

  • Establish: software analytics developers.

  • Confirm your organization develops business processing registers and information inventories.

  • Govern: government security clearance.

  • Assure your organization searches for and identifies sensitive data sources throughout enterprise environments using federated search technologies.

  • Devise: customer success - you strive daily to exceed expectations and achieve customer mission success.

  • Lead the sprints, writing user stories, do fit/gap analysis, help development team using best practices, user acceptance and Go LIVE.

  • Ensure you lead and mentor more junior members of the team in the performance of project tasks.

  • Warrant that your organization utilizes software development and software design methodologies appropriate to the development environment.

  • Secure that your organization identifies and evaluates complex business and technology risks to mitigate risks, and provides for continuous improvement.

  • Manage project teams to determine technical requirements needed to support business/functional requirements.

  • Direct: integration with identity manager for user information synchronization.

  • Coordinate: closely working with business owners for clarifying the requirements to implement, deliver and configure the system.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Federated search 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Federated search improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. What worst-case time guarantees are given in terms of time from storing a new file on an external cloud storage node to that files content being available in a search?

  2. Can you do complex searches with field qualifiers, bracketing/nesting of search terms along with Boolean operators such as AND, OR, NOT, NEAR?

  3. What are meaningful and safe default access privileges for indexed cloud data so they can be found using universal enterprise search queries?

  4. For each system to be accessed in the federated search, what are the record types that will be returned in a list of search results?

  5. Is it possible that different discovery tools cover a limited number of different databases as federated search interfaces do today?

  6. When are your online catalogs going to work as effectively as Amazon and your federated search engines work more like Google?

  7. Given the different response rates inherent in a federated search, how can the results be best presented to the users?

  8. Where necessary or desirable can the search capability be tailored to limit the areas of the ECM which are searched?

  9. How do you find the information that we need across vast volumes of information and disparate silos or datastores?

  10. Privacy protection: how do federal, state, and local laws affect interorganization data sharing in your state?

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 Federated search book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Are overhead cost budgets established for each organization which has authority to incur overhead costs?

  2. Team Directory: Have you decided when to celebrate the Federated search projects completion date?

  3. Requirements Management Plan: Have stakeholders been instructed in the Change Control process?

  4. Risk Register: Which key risks have ineffective responses or outstanding improvement actions?

  5. Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the Federated search project?

  6. Cost Management Plan: Do Federated search project teams & team members report on status / activities / progress?

  7. Stakeholder Analysis Matrix: Who is influential in the Federated search project area (both thematic and geographic areas)?

  8. Scope Management Plan: Are target dates established for each milestone deliverable?

  9. Requirements Management Plan: What is the earliest finish date for this Federated search project if it is scheduled to start on ...?

  10. Probability and Impact Assessment: Do requirements put excessive performance constraints on the product?

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

1.0 Initiating Process Group:

  • 1.1 Federated search project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Federated search project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Federated search 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 Federated search 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 Federated search 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 Federated search project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Federated search 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 Federated search 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 Federated search investments work better.

This Federated search 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.