PLATFORM ASSESSMENT
Assess, Understand and Evaluate
all Business-critical Points in
your Platform Ecosystem
Status Quo by
Platform Assessment
In a world of “fail fast, and fail often” development, we tend to build a lot more and in a shorter time. On one side this is positive as it brings more business value and development. On the other side, it can quickly cause to lose track of what has been done, and how it impacts the business.
In times of highly restrictive data regulations and policies, failing can come at a high cost. Lack of conducting a frequent and proper platform analysis can lead to security data breaches, data loss, and ultimately affect ROI.
Conducting frequent assessments of your Salesforce instance will give the organization a detailed overview of the platform state, and potential improvements.
As part of this service, we will update existing technical documentation and diagrams or create new ones. Most importantly these assessments will provide deep-dive insights and a high-level overview of the entire system’s architecture. Ultimately, it will ensure better planning, security compliance, and cost optimization.
Platform Assessment
If you are a large team operating across many countries, you most likely already have hundreds, if not thousands of emails, journeys, and other assets across many business units.
This can significantly affect your daily work, and most importantly degrade the platform performance. Conducting a general assessment of platform configuration, assets, automations, security, and more, will unveil what is the status quo. From there it will help to create a better tech strategy and general maintenance plan across all business units.
Data Assessment
Data is the essence of any cloud solution. Frequent assessments of the current data model, data quality, and related data processes will add up to the overall tech strategy. Data Assessment will help evaluate the current data security against the general compliances and data standards.
Campaign Performance
When running a great number of campaigns it is often easy to lose track of their performance, and general functionality. It is common to see dysfunctional campaigns and automations still running however failing to process data. Evaluating all relevant flows, conversion rates, and overall performance, will make sure that your automations still function as designed, and your customers receive the expected communication.
Email Deliverability
Email deliverability is typically observed from three aspects, the marketing automation platform itself, the ISPs, and the ESPs. Passing all three gates requires an email design and content that aligns with the latest compliances, e.g. spam words, text-image ratio, headers, and more. To help grade your email performance, we need to analyze data such as conversion rates against, sender score, UX, and more. We can make specific alterations, to ensure your deliverability stays high and does not have a negative impact on your business.
Data Integration Assessment
Typical Marketing Automation or a CRM platform integrates with at least a few other systems. Very often configured integrations are not properly maintained, or monitored, and can silently fail without even being noticed. One of the most affected functionalities in the case of Marketing Automation is Segmentation, which further drives campaigns, personalized communication, or other processes.
Running frequent assessments of the existing configured data integrations, e.g. connectors, synced objects, and field mapping, will ensure your data is correctly updated and in the expected schedules, and your processes run as initially designed.
Legal Compliance
A common challenge across larger companies is the misalignment between the organization’s legal policies and configured platforms’ security settings. This can significantly hurt the company image in case of security breaches, GDPR compliance audits, or simply customers complaints. Detailed checks on settings and configurations such as Data Classification, Email Permissions, and Data Privacy Configurations, will ensure your platforms run in compliance with your policies and in respect to the general data privacy regulations.
A Platform Assessments can provide business-critical insights to help your organization
build better performing campaigns and ensure security compliance!