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Tools & Templates

The PDM artefact library - templates for every phase of the methodology, pre-populated with DHGS case study data so you can see them in use.

Templates coming soon

The full PDM artefact library is being prepared for release. Sign up to the newsletter in the footer to be notified when templates are available.

PDM Certified Software

Data migration tools independently reviewed and certified as compliant with the PDM methodology by Johny Morris.

View all certified software
PDM Certified

Hopp Data Migration

by Hopp Tech Ltd

Fully compliant with PDMv2 and PDMv3 for Gap Analysis & Mapping (GAM) and Migration Design & Execution (MDE). Best fit to PDMv2 of any software examined, with native support for PDM Units of Migration via Business Objects.

GAM MDE
MSG

Strategy & Governance

DOCX
Migration Strategy Guide template

Framework document for establishing project policies, migration form, and governance structures.

Coming soon
XLSX
Software selection matrix

Evaluation scorecard for assessing data migration tool options against project requirements.

Coming soon
LA

Landscape Analysis

XLSX
Legacy Data Store (LDS) template

Structured template for documenting each legacy data store discovered during landscape analysis.

Coming soon
DOCX
LDS interview guide

Question set for conducting landscape discovery interviews with business domain experts.

Coming soon
GAM

Gap Analysis & Mapping

XLSX
Data mapping template

Field-level mapping document linking legacy source fields to target system structures.

Coming soon
XLSX
Semantic issue log

Tracker for recording and resolving disagreements about business term definitions.

Coming soon
DQR

Data Quality Rules

XLSX
DQR list template

The primary artefact for recording, quantifying, prioritising, and tracking data quality issues.

Coming soon
DOCX
DQR board agenda template

Structured agenda for running DQR board meetings with business and IT stakeholders.

Coming soon
XLSX
DQR dashboard specification

Specification for building a management dashboard showing DQR metrics and resolution progress.

Coming soon
KDSM

Stakeholder Management

XLSX
Key Data Stakeholder Map template

Register of data owners, business domain experts, and technical system experts by data store.

Coming soon
BTR

Business Transformation

XLSX
Business Transformation Register template

Captures data owner requirements: training needs, acceptance criteria, and decommissioning sign-off.

Coming soon
XLSX
System Retirement Plan template

One-per-system plan for physical and logical decommissioning, archive requirements, and exit criteria.

Coming soon