Reference Data Management Toolkit

$249.00
Availability:
Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 996 standard requirements:

  1. How does your organization shape data growth, regulations, and value into an intuitive, unobtrusive set of information lifecycle management policies that are autonomous, automatic, and transparent?

  2. How successful can projects be if team members believe that best efforts to enrich customer profiles for sales and marketing enablement will be mitigated by inconsistent data?

  3. Do you need a product for an online, operational application or an offline, interactive and batch analytics application?

  4. How are other organizations preparing for the data standard and the regulatory oversight that will come with it?

  5. Is the infrastructure prepared for unexpected risk, and how will the infrastructures vulnerability be estimated?

  6. Should the em have more granularity and refinement of business rules that your organization currently requires?

  7. Are unique key management products and services required by the cryptographic product for proper operation?

  8. Who will have responsibility over time for decisions about the data once the original personnel have gone?

  9. Does your organization stipulate an acceptable time for system response to a user request for information?

  10. How will trading partners discover and exchange data that may be distributed across different ecosystems?


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

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Are milestone deliverables effectively tracked and compared to Reference Data Management project plan?

  2. Procurement Audit: Do established procedures ensure that computer programs will not pay the same group of invoices twice?

  3. Requirements Management Plan: Will you use tracing to help understand the impact of a change in requirements?

  4. Stakeholder Management Plan: Is Reference Data Management project status reviewed with the steering and executive teams at appropriate intervals?

  5. Responsibility Assignment Matrix: How do you manage remotely to staff in other Divisions?

  6. Human Resource Management Plan: Are updated Reference Data Management project time & resource estimates reasonable based on the current Reference Data Management project stage?

  7. Quality Audit: How does your organization know that its staff embody the core knowledge, skills and characteristics for which it wishes to be recognized?

  8. Activity Cost Estimates: Performance bond should always provide what part of the contract value?

  9. Roles and Responsibilities: Are governance roles and responsibilities documented?

  10. Change Management Plan: Has an information & communications plan been developed?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Reference Data Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Reference Data Management 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 Reference Data Management 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 Reference 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 Reference Data Management 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 Reference Data Management project with this in-depth Reference Data Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Reference 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 Reference 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 Reference Data Management investments work better.

This Reference 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.