Customer Data
A CDP versus a CRM: where the responsibilities differ
Compare the working responsibilities of a CDP and CRM, then assign ownership for customer records, identity, corrections and audiences.
Desk
Desk Integration
Covers customer data platforms, connectors and the design work that keeps marketing systems in step.
Tool Evaluation
Assessing whether a testing tool supports the team's data needs
Check identifiers, exposure and outcome events, reports, exports and data ownership before choosing a testing tool.
Integration Design
Checking connector maintenance during vendor selection
Check a reporting connector’s change notices, sync health, repair ownership and historical recovery before choosing a vendor.
Customer Data
Checking how a vendor stores customer data
Check where a marketing vendor stores customer information and copies, who can access them, how recovery works and what happens at exit.
Customer Data
Checking identity resolution during a CDP evaluation
Use known record relationships, shared-identifier cases and a case log to assess CDP identity matching and profile reconciliation.
Tool Evaluation
Checking traffic allocation and reporting in an experiment platform
Audit eligible traffic, variation splits, exposures, metric definitions and live changes before acting on an experiment report.
Tool Evaluation
Comparing feature testing with marketing page testing
Compare how feature and marketing page tests are delivered, assigned, measured and controlled before choosing a workflow.
Integration Design
Comparing native connectors with an integration platform
Compare native connectors and integration platforms by coverage, field control, recovery, access and maintenance.
Customer Data
Defining a source of truth for customer attributes
Assign authority for each customer attribute and decide how corrections, conflicts and stale copies are handled.
Integration Design
Evaluating currency and timezone handling in reports
Evaluate reporting-day boundaries, source currencies, conversion rules and display formatting before combining marketing figures.
Integration Design
Mapping data flows before connecting tools
Map records, fields, triggers, corrections and failures before connecting marketing tools.
Integration Design
Marketing technology integration design
Design marketing technology integrations around data ownership, timing, failure handling and a checkable business hand-off.
Integration Design
Preserving necessary workflows during a stack reduction
Record essential workflows, map statuses and dependencies, and check each new route before retiring a marketing tool.
Customer Data
Reviewing privacy and consent controls for testing software
Check cookies, identifiers, event flows, refusal and withdrawal behaviour when assessing testing software for an Australian team.
Tool Evaluation
Testing whether a reporting tool preserves metric definitions
Use a written metric definition and sample cases to check formulas, filters, aggregation, reuse and exports in a reporting tool.