Assessment: Data Management

Is important information centralized in a clear location?

Select Yes, it is centralized and organized Partially No, it is scattered

Is there a defined structure of folders, files or records?

Select Yes, it is well defined Partly No

Are duplicate files or different versions of the same document avoided?

Select Yes, it is controlled It happens sometimes No, it happens often

Is operational or business data recorded consistently?

Select Yes, clearly and consistently With some differences No, it depends on each person

Does the company know who is responsible for each type of information?

Select Yes, it is clear Only in some cases No

Is access to information controlled by roles or needs?

Select Yes Partially No

Are backups made of critical information?

Select Yes, automatically or periodically Sometimes No

Are reports or key indicators generated easily?

Select Yes, quickly With manual effort No, it's very costly

Is data from different areas or systems integrated with each other?

Select Yes, fairly integrated Only partly No, they are isolated

Are loading errors or inconsistencies detected in the data?

Select Rarely Sometimes Frequently

Are there repetitive manual tasks related to copying, consolidating or reviewing information?

Select Very few Some Many

Does the information available allow you to make decisions with confidence?

Select Yes Not always No