Stack Planning
Assessing whether a team is ready for a CDP
Assess CDP readiness through one use case, essential data, a privacy assessment route and named operating owners, then choose the next step.
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Stack Planning
Stack Planning
Choosing a stack owner when several teams share software
Choose a stack owner for shared marketing software by defining cross-team decisions, system owners, specialist roles and escalation paths.
Stack Planning
Comparing marketing dashboards with a data warehouse approach
Compare a direct marketing dashboard with a warehouse-backed reporting setup using joins, shared definitions, freshness and operating effort.
Stack Planning
Content management systems for marketing teams
Choose a marketing CMS by checking editing, approval, reuse, localisation and export against the content your team publishes.
Stack Planning
Customer data platforms in a marketing stack
See where a CDP fits in a marketing stack, what it needs from source systems, and how to judge whether a specific use case justifies one.
Stack Planning
Digital asset management for marketing
Digital asset management (DAM) gives a marketing team a controlled way to find, review and reuse approved creative files.
Stack Planning
Evaluating capacity planning for a marketing department
Capacity planning should reveal a clash before it becomes a missed launch. Start with the people and roles that constrain delivery—perhaps design, copy, legal …
Stack Planning
Experimentation platforms
Choose an experimentation platform by checking delivery, assignment, measurement, privacy and the data your team needs.
Stack Planning
Identifying overlapping tools in an existing stack
Identify genuine overlap in a marketing stack by comparing users, tasks, data and outputs rather than matching feature names.
Stack Planning
Mapping marketing capabilities before shopping for tools
Turn real marketing tasks into a capability map that shows current methods, evidence of gaps and the next question to verify.
Stack Planning
Marketing stack security and permissions
Map permissions, customer data, connected applications and recovery across marketing systems so each critical control has an owner.
Stack Planning
Marketing technology roadmaps
Build a marketing technology roadmap that orders changes by outcome, dependency and campaign timing, with clear checks before release.
Stack Planning
Marketing work and resource management software
Marketing teams need more than a calendar when campaigns compete for the same people, approvals and budget. Work and resource management software should show which …
Stack Planning
Measuring whether consolidation actually simplified operations
Compare like-for-like marketing work before and after consolidation, including repairs, reliability, ownership and actual spend.
Stack Planning
Planning a marketing technology stack
Plan a marketing technology stack around real workflows, existing tools, data hand-offs and clear ownership before deciding what to change.
Stack Planning
Planning account recovery for business-critical marketing systems
Document authorised recovery routes for critical marketing accounts, protect emergency access and check how normal control is restored.
Stack Planning
Planning an exit from a social publishing tool
Inventory queues, drafts, accounts and reports; check export limits; and move scheduled posts with a controlled cutover.
Stack Planning
Planning content export before committing to a platform
Plan a CMS exit by checking export formats, media, relationships, locales and known omissions before signing.
Stack Planning
Planning renewals across several marketing tools
Create a marketing software renewal register with owners, notice deadlines, decisions and confirmation records.
Stack Planning
Planning stack upgrades after a business acquisition
Sequence marketing stack changes after an acquisition around live work, system ownership and the actual customer-data boundary.
Stack Planning
Recording why a tool was selected or rejected
Document the options, evidence, rejection reasons and approval conditions behind a marketing software decision.
Stack Planning
Removing access when an agency engagement ends
Coordinate an agency handover, remove direct and indirect access, verify business control and record remaining data obligations.
Stack Planning
Reviewing administrative access across marketing tools
Review effective administrator rights across marketing tools, groups, native accounts and connected apps, then verify each approved change.
Stack Planning
Reviewing resource management reports before procurement
Ask a vendor for the decision a report supports, not just a gallery of dashboards. A useful resource report should show future demand against available people …
Stack Planning
Reviewing the stack against the next year's marketing needs
Compare next year’s marketing work with current tools, people and processes to decide what to keep, improve, investigate or watch.
Stack Planning
Sequencing tool changes around campaign commitments
Plan marketing tool changes around committed campaigns with preparation, cutover and decision points that protect live work.