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Retool Charter

This document provides a template for defining a charter within a center of excellence in the adoption of the Retool Platform.

Retool Charter Sample​

The Retool Center of Excellence (COE) Team has been formed to help transform [Place Company/Business Unit here] internal tooling development.

Center of Excellence Goals​

The Retool COE has identified the following business and technical goals that the COE will target for [Time Period here].

Business Goals
  • Digital transformation of [Company/Business Unit here] through the application of Retool in automating manual processes via internal tools.
  • In [Time Window here] the COE is focused on helping teams deploy [Number of apps] to production.
  • Collect metrics on the level of effort to build solutions in Retool versus traditional means.
  • Collect metrics on the end-user processing improvement versus using manual steps, spreadsheets or other legacy technology.
Technical Goals
  • Digital transformation of [Company/Business Unit here] through the application of Retool in automating manual processes via internal tools.
  • Migrate away from on-premises technology to Public Cloud / SaaS solutions.
  • Demonstrate rapid integration to existing data sources (e.g. spreadsheets, on-premises databases).
  • Implement and demonstrate strong security measures (e.g. authentication, authorization, privacy, auditing, etc.)

Center of Excellence Team​

Business Stakeholder (e.g. CIO)

Day to day Business Owner (VP of COE)

Technical Stakeholder (e.g. Enterprise Architect)

COE Communication Channels​

MS Teams: #coe-ms-teams

Slack: #coe-slack-channel

Email: coe@company.com

Office Hours​

Location: [Enter building / office location here]

[Company here] Retool User Group​

Once a month, Retool developer(s), admin(s) and architect(s) will be hosted at [Company office/location/room] where one team will present there work and answer questions from their peers.