Checklists

Data Foundations Maturity Checklist for Operations
Whitepaper
Data Foundations Maturity Checklist for Operations
Discover how effectively you use operational data with our six-question checklist. It evaluates your maturity in several key areas, including data architecture, governance, operations and executive reporting. You’ll learn how close you are to creating trusted, AI-enabled and audit-ready data operations — and where you need to improve.
Data Foundations Maturity Checklist for Executives
Whitepaper
Data Foundations Maturity Checklist for Executives
Discover how effectively you use enterprise data with our six-question checklist. It evaluates your maturity in several key areas, including data architecture, governance, operations and executive reporting. You’ll learn how close you are to creating trusted, predictive and AI-ready data — and where you need to improve.
Data Foundations Maturity Checklist for technology leaders
Whitepaper
Data Foundations Maturity Checklist for technology leaders
Discover the effectiveness of your existing data architecture with our six-question checklist. It evaluates your maturity in several key areas, including data architecture, governance, operations and executive reporting. You’ll learn how close you are to creating trusted, AI-enabled and audit-ready data operations — and where you need to improve.
Data Foundations Maturity Checklist for finance professionals
Whitepaper
Data Foundations Maturity Checklist for finance professionals
Discover how effectively you’re using finance data with our six-question assessment. It evaluates your maturity in several key areas, including data architecture, governance, operations and executive reporting. You’ll learn how close you are to creating trusted, AI-enabled and audit-ready financial operations — and where you need to improve.
The AI safety checklist for finance professionals
Whitepaper
The AI safety checklist for finance professionals
When adopting AI, finance teams need to think about more than just increasing performance. You must protect sensitive information, meet compliance standards and ensure every decision can be traced and verified. This downloadable checklist is designed for finance leaders who need a practical framework for assessing AI tools and usage. Refer to it every time you review or implement new AI solutions.
SCV Readiness Checklist
Business Transformation
SCV Readiness Checklist
Knowing where your customer data lives - and how connected it really is - is the first step towards building a meaningful Single Customer View (SCV). This simple checklist helps you assess your current data landscape across people, processes and platforms. It’s designed to uncover gaps, highlight priorities and support a more joined-up approach to customer insight.
Tariff Impact Checklist
Whitepaper
Tariff Impact Checklist
Turn Tariff Pressure into Business Advantage. New tariffs are reshaping the economic landscape — affecting costs, supply chains, customer relationships, and profitability. But with the right insight, they can become a catalyst for smarter decision-making and sharper operations. Using AI-powered analytics and a pre-built foundation that delivers 80% of what you need out of the box, 5Y enables you to respond faster, act with confidence, and lead your transformation with data.
CSRD Preparedness Checklist
ESG
CSRD Preparedness Checklist
Our CSRD Preparedness Checklist provides a high level list of areas within your business you need to consider as part of your CSRD compliance and a move to being a more sustainable organisation into the future.

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