Customization & Configuration

Custom Data Asset Types & Fields

Configure DataSteward to reflect your organisation's actual data assets, business structure, and information management practices.

Service capabilities

• Custom asset types and categories.
• Custom fields and metadata.
• Required and optional fields.
• Custom dropdown values and classification options.
• Department-specific asset fields.
• Custom validation requirements.
• Tailored asset register layouts.

Custom Governance Rules

Define governance checks based on your organisation's internal policies, risk priorities, and operational requirements.

Service capabilities

• Custom ownership requirements.
• Required technical custodians for selected asset types.
• Custom review schedules and overdue thresholds.
• Rules for missing or incomplete information.
• Custom severity levels and priorities.
• Asset-specific and department-specific conditions.
• Enable or disable individual rules.
• Custom finding descriptions and remediation guidance.

Rule availability depends on the agreed scope and supported conditions. Existing rule toggles remain available in Settings.

Ownership & Accountability Workflows

Adapt ownership management and accountability processes to match how responsibilities are assigned and confirmed in your organisation.

Service capabilities

• Custom ownership roles.
• Business owner and technical custodian workflows.
• Ownership confirmation processes.
• Custom approval and review steps.
• Escalation requirements.
• Custom action assignment and status workflows.
• Department-level responsibility models.

Custom workflows, escalations and automated approvals require assessment and may need additional implementation; they are not all available in the current application.

Notifications & Reminders

Configure governance reminders and follow-up processes so important ownership and review tasks do not get forgotten.

Service capabilities

• Owner confirmation reminders.
• Upcoming and overdue review reminders.
• Overdue action notifications.
• Custom reminder schedules.
• Escalation rules.
• Notification recipients and templates.
• Email delivery configuration.

Availability depends on the required email provider, configuration, and agreed implementation scope.

Reports & Governance Dashboards

Adapt governance reporting to the information management needs of your business and stakeholders.

Service capabilities

• Custom governance reports.
• Department-level summaries.
• Custom metrics and dashboard views.
• Ownership coverage reports.
• Outstanding findings and action reports.
• Review history and change summaries.
• Custom PDF and CSV exports.
• Management reporting layouts.

Reporting supports governance oversight; it does not provide regulatory certification or guarantee compliance.

Data Import & Migration

Help bring existing data inventories and governance registers into DataSteward with a controlled, repeatable import process.

Service capabilities

• Excel and CSV column mapping.
• Data cleanup and normalization.
• Duplicate detection and import rules.
• Saved import mappings.
• Repeat-import workflows.
• Migration from existing spreadsheets and registers.
• Import validation and error reports.
• Custom field mapping.

Direct connections to external platforms are separate from ordinary spreadsheet import and may require additional implementation.

Microsoft 365 & Google Workspace Integrations

Discuss connecting DataSteward with the business systems your organisation already uses.

Potential services

• Microsoft 365 integration.
• Microsoft Entra ID user and identity reference integration.
• SharePoint-related data inventory workflows.
• Google Workspace integration.
• Directory-based owner validation.
• Scheduled synchronization where supported.
• Custom integration assessment.

Available for assessment and implementation, not already-live integrations. Feasibility depends on API availability, permissions, licensing and security requirements. Start with read-only access where possible and request only necessary permissions.

AI-Assisted Governance

Explore AI-assisted governance features tailored to your business's documented policies and data management processes.

Potential services

• AI-generated governance recommendations.
• Policy drafting and refinement.
• Plain-language explanations of governance findings.
• Ownership gap summaries.
• AI-assisted remediation suggestions.
• Organisation-specific guidance based on approved records.
• AI-assisted management report summaries.

AI suggestions require appropriate review. They are not verified facts, automatic owner approvals or regulatory certification. Tailored AI services require an agreed scope beyond existing advisory summaries.

Governance Framework & Policy Configuration

Configure DataSteward around the governance framework, internal policies, and operating procedures used by your organisation.

Potential services

• Custom governance checklists.
• Internal policy mapping.
• Ownership and accountability standards.
• Data classification requirements.
• Review and evidence requirements.
• Custom assessment criteria.
• Framework-specific reporting requirements.

Support for a particular framework or regulation must be assessed separately. DataSteward does not guarantee compliance with any law, regulation or certification.

Tailored Implementation & Advisory

Get help implementing a practical data ownership and accountability process across your organisation.

Service capabilities

• Initial requirements assessment.
• Data register setup.
• Governance rule configuration.
• Ownership model design.
• Data inventory migration.
• Workflow configuration.
• Team onboarding.
• Governance process recommendations.
• Implementation and handover support.