Profiling Toolkit

Downloadable Resources, Instant Access

Closely work with the BI and Data Engineers and business teams to ensure the effective translation of business and technical requirements into the logical, physical and conceptual data models for your Data Warehouse to enable self service BI.

More Uses of the Profiling Toolkit:

  • Manage Data Quality of the Data Warehouse, working with technical teams to ensure confidentiality, integrity, and availability of data.

  • Identify: client success ensuring clients achieve goals utilizing your products and services to drive client retention and organizational growth.

  • Assure your business performs advanced Data Profiling, Metadata capture, Data lineage, Data Transformation rules in support of key program deliverables.

  • Ensure your operation develops software programs, algorithms, dashboards, information tools, and queries to clean, model, integrate and evaluate datasets.

  • Coordinate closely with Business Analysts or users, working in an Agile process, to manage the visualization reports, dashboards, etc.

  • Manage work with application Development Teams to implement Data Strategies, build Data Flows and develop conceptual data models.

  • Collaborate with Business Analysts or users, working in an Agile process, to understand the visualization reports, dashboards, etc.

  • Are consistent with the expectations of the client, brand and voice, and the requirements of the assignment/creative brief.

  • Secure that your organization complies; directs the development and implementation of provider Profiling, Predictive Modeling, and risk adjustment methodologies.

  • Manage work with clients stakeholders (data owners, data consumers, Project Managers, and technical staff) to gather data requirements Understand current source system database, perform Data Analysis and Profiling of data.

  • Analyze data feed requirements received from vendors, translate business requirements into Technical Design specifications.

  • Confirm your operation supports practice, policies and operating procedures and ensures alignment to departmental objectives and strategy.

  • Ensure you meet; lead in developing project requirements for end to end Data Integration process using ETL for structured, semi structured and Unstructured Data.

  • Warrant that your group identifies emerging methods and technologies related to Data Analysis as augmented intelligence, Machine Learning algorithms and Predictive Modeling.

  • Assure your corporation complies; DevOps Engineering to improve Software Development and release life cycle efficiencies by modernizing your processes and drive successful Cloud Migration.

  • Participate and provide technical leadership in all phases of a project from discovery and planning through implementation and delivery.

  • Develop, create, analyze, design, modify and implement Computer Applications software using various programming languages and assembly languages, operating systems, software tools and databases.

  • Manage work on Project Teams to translate business requirements into system qualities that lead to repeatable and executable design strategies and patterns.

  • Be accountable for Profiling application performance from end user perspective to inventory performance concerns and suggest tuning opportunities across the application stack.

  • Engage business stakeholders at all levels to identify requirements for current and future needed insights through ongoing interaction.

  • Perform requirement analysis, Data Profiling, effort estimation for database and Data Warehouse design and development.

  • Guide: algorithmic complexity, Deep Learning performance analysis and Profiling, Distributed Computing, AI accelerators, gpus.

  • Collaborate with Business Process and Data Governance managers to build Data Strategy, direction and roadmap for Master Data Management, Data Quality program, Data Warehousing/lake, Business Intelligence and Analytics.

  • Coordinate and facilitate meetings with As Is System Business SMEs in support of Data Profiling and cleansing activities.

  • Coordinate: Data Profiling, scorecards and understanding data gaps and interaction with Data Stewards and business SMEs and apply business and Data Transformation rules.

  • Perform Data Profiling tasks to collect statistics, trends, impacts, and summaries that lead to a structured and successful implementation.

  • Ensure you succeed; build current and future competitive advantage by understanding and addressing the needs and opportunities of your markets and customers.

  • Ensure you join; lead the utilization of Customer Analytics, Profiling, segmentation, user persona development, and other analytical techniques to drive significant gains around Customer Insights, retention and loyalty.

  • Secure that your corporation engages and coordinates cross functional business participation in risk Profiling, investigation, escalation and resolution.

  • Confirm your organization complies; completes Data Profiling activities to ensure completeness and accuracy relative to the quality specifications for the data.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What could happen if you do not do it?

  2. Do you think Profiling accomplishes the goals you expect it to accomplish?

  3. Are you / should you be revolutionary or evolutionary?

  4. How do you think the partners involved in Profiling would have defined success?

  5. How are policy decisions made and where?

  6. How do you establish and deploy modified action plans if circumstances require a shift in plans and rapid execution of new plans?

  7. How are you doing compared to your industry?

  8. How do you cross-sell and up-sell your Profiling success?

  9. How do you mitigate Profiling risk?

  10. When should a process be art not science?

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

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

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

  4. Closing Process Group: Did the Profiling project team have enough people to execute the Profiling 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 Profiling 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 Profiling 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 Profiling 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 Profiling project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Profiling 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 Profiling 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 Profiling investments work better.

This Profiling 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.