Data activation

Put your data to work

Connect your data to the situations where your team needs it.

See our approach

DOES THIS SOUND FAMILIAR?

Does this sound familiar?

Your website, CRM and marketing tools collect data, but the pieces rarely work together.

MAKE THE CONNECTION

The pieces are there. Make them work together

Website behaviourCRMMarketing interactions
Shared meaning and data flow
Understand customersSupport analysisPut it to work

Illustrative uses. Integration and access depend on the systems involved.

OUR APPROACH

A clear question. A practical approach

  1. 01

    Map available data and access boundaries

  2. 02

    Align fields, identifiers and intended uses

  3. 03

    Build maintainable data workflows

WORKING TOGETHER

Useful beyond the handover

These are starting points for scoping. Deliverables and timelines are agreed for each engagement.

01

Data and use-case inventory

02

Integration and field mapping

03

Validation and maintenance guidance

This service at a glance
Data activation: key points
ItemDetails
Typical situationYour website, CRM and marketing tools collect data, but the pieces rarely work together.
How we workMap available data and access boundaries; Align fields, identifiers and intended uses; Build maintainable data workflows
What you receiveData and use-case inventory; Integration and field mapping; Validation and maintenance guidance
Before we startThe systems to connect, intended use and current access permissions.

BEFORE WE BEGIN

A useful place to start

The systems to connect, intended use and current access permissions.

Discuss your situation
Can we start without knowing the root cause?

Yes. Describe the confusing numbers or workflow, and we can discuss whether diagnostics, analysis or another service is the right starting point.

Do we need to change tools first?

We first review the current setup and constraints. A new tool should follow a clear need.

How are scope and timing agreed?

We scope the data, systems, participants and deliverables together before proposing the engagement.

Prepared by the CloudAD teamLast updated