Free 2025 Data Strategy Plan

How many users in the company use reporting tools?
5-1010-5050-500

What are the primary groups of reporting consumers within the company?
SalesFinanceBoardOperationsMarketingCustomer ServiceSupply Chain / LogisticsHRSafety / ESGProcurementOther

Has the concept of self-service reporting and self-service data consumption been implemented?

Are there other AI/ML solutions already implemented?

Does the company operate with PII or client data?

Is a Data Governance process implemented?

Business Intelligence software used? Cloud or on-premise?
Microsoft Power BITableauLookerQlik SenseMicroStrategyOBIEESisenseDomoSAPIBM CognosKlipfolioDimensional InsightTIBCO SpotfireAlteryxOther

What are the main data sources and IT systems used in the company?

Enterprise Resource Planning Systems (ERP):

Customer Relationship Management Systems (CRM)Accounting and Financial Systems

HR & Education:

Human Resource Management Systems (HRMS / HRIS)Learning Management Systems (LMS)Student Information Systems (SIS)

Digital:

E-Commerce PlatformsWeb Analytics ToolsMarketing Automation ToolsContent Management Systems (CMS)

Healthcare:

Electronic Health Record Systems (EHR / MIS)Laboratory Information Management Systems (LIMS)Pharmacy Management SystemsClinical Trial Management Systems

Banking and Financial Services:

Core Banking SystemsWealth Management PlatformsInsurance Management SystemsPayment Processing Systems

Retail and Consumer Goods:

Retail Management SystemsProduct Information Management (PIM) SystemsCustomer Feedback PlatformsPoint of Sale (POS) Systems

Manufacturing, Supply Chain, Logistics:

Manufacturing Execution Systems (MES)Supply Chain Management (SCM) SystemsWarehouse Management Systems (WMS)Fleet Management Systems (FMS / TMS)Transportation Management Systems (TMS)Port Management Systems

Energy and Utilities:

Energy Management SystemsOil and Gas Production SystemsSmart Metering Systems

Hospitality and Entertainment:

Property Management Systems (PMS)Event Management Systems

Construction and Real Estate:

Project Management SystemsReal Estate Management Systems

Aggregated Data:

Data WarehousesData LakesStreaming Data SourcesMaster Data Management (MDM) SystemsHelp Desk and Ticketing SystemsIoT Devices and SensorsOther

What software is used for the ETL process forming the DWH?
Apache AirflowTalend Data IntegrationInformatica PowerCenterIBM DataStageOracle Data Integrator (ODI)FivetranStitchAWS GlueMicrosoft SSISApache NiFiHevo DataMatillionAirbyteAzure Data FactoryGoogle Cloud DataflowSAP Data ServicesSnowflake ETLAlteryxPentahoCloverDXOther

How many FTE/PTE employees are responsible for data & AI?
01-22-55-1010-3030+

Name

Email

Phone