Data Systems Assessment Form
Assess your current data systems, identify challenges, and outline priorities for improvement.
Organization Profile
Organization Name
*
Industry
*
Technology
Healthcare
Finance
Retail
Education
Manufacturing
Government
Nonprofit
Other
Organization Size
*
1-10
11-50
51-200
201-500
500+
Primary Contact Role/Title
*
Preferred Contact Email
*
example@example.com
Current Data Systems Inventory
Main data systems currently in use
*
System types used today
*
CRM
ERP
Data Warehouse
ETL/Integration
BI/Reporting
Spreadsheet-based tracking
Custom application
Cloud database
Other
Most important systems
*
Assessment Ratings
Data Quality
*
Very Poor
1
2
3
4
Excellent
5
1 is Very Poor, 5 is Excellent
System Reliability
*
Very Poor
1
2
3
4
Excellent
5
1 is Very Poor, 5 is Excellent
Overall Assessment Priority Area
*
Data Quality
Integration
Reporting
Governance
Security
Scalability
User Experience
Goals and Challenges
Top Data Challenges
*
Desired Improvements or Goals
*
Implementation Urgency / Timeline
*
Immediate
Within 3 months
3-6 months
6+ months
Submit Assessment
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