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Product Setup Guide

Define standard, configured, and custom platform capabilities

  • Technical Implementation Scoping
    • What you want it do to - confirm use cases from sales scope of services doc
    • What we need from you to set up
    • How will you sign off on what we set up
    • Scope sections
      • objectives w/ success metrics
      • business requirements
      • high level tech & functional
      • Client dependencies
      • timeline

BD Ingest

  1. What’s going in and how?
    1. Where is it coming from?
      1. Location types (SFTP, API, etc)
        1. REQUIREMENT - credentials to any of these that client already owns
        2. If they don’t have, we can set up SFTP for them
          1. REQUIREMENT - need approval first
          2. REQUIREMENT - will the SFTP need to be white labeled
    2. What type data is it?
      1. File format
      2. How does the data serve your business
        1. Consumer data
        2. Suppression data
        3. House files (they own)
        4. Transaction data
        5. List/Prospect Data
    3. Scheduling - how often is it coming in?
      1. This can only be automated with certain location types
  2. What’s going out and how?
    1. Where is it going?
      1. Location types (SFTP, API, etc)
      2. REQUIREMENT - credentials to any of these that client already owns
  3. How are we transforming the data?
    1. Fields
    2. Field Types
    3. Validation
    4. Logic for augmenting records
    5. Merge/purge
    6. Suppression
    7. Enrichment
      1. CASS/NCOA
      2. Matching & Appending
      3. etc

BD Select

  1. Where is the data coming from?
    1. They own snowflake or we own snowflake
    2. Where is it coming from into snowflake
    3. REQUIREMENT - credentials for snowflake
  2. What are your BD Select Goals?
    1. Create lists
    2. Augment data
    3. etc
  3. What fields do you want for filtering, counts, or exports?
    1. How do you want to categorize?
    2. Field filter type (range, multiselect, etc)
  4. Could be many more questions here…

Product Set Up

Standard

  • BD Production Environment
  • No Additional Configurations
  • Hosted in AWS
  • Connectors / Integrations
    • Standard (Native, already available)
  • Users
    • Up to 3 depending on Tier
  • Add Ons & Modifiers
    • None
  • Immediate Product Features
    • Not included

Configured

  • BD Production Environment
  • (Possible if contracted) BD Dev Environment
  • Configurations
    • BD Select
    • BD Mailstream
  • Hosted in AWS
  • Connectors / Integrations
    • Standard (Native, already available)
    • Custom data or export integrations priced individually
  • Users
    • Unlimited
  • Available Add Ons & Modifiers - set up what’s included in contract
    • Marketplace Selling (Provider)
    • White Label Branding
    • Managed Services
    • Compliance / Security Modules
  • Immediate Product Features
    • Not included
  • Marketplace Selling (Provider)

Custom

  • BD Production Environment
  • (Possible) BD Dev Environment
  • Configurations
    • BD Select
    • BD Mailstream
  • Hosted in AWS OR On-Prem
  • Connectors / Integrations
    • Standard (Native, already available)
    • Custom data or export integrations priced individually
  • Users
    • Unlimited
  • Available Add Ons & Modifiers - set up what’s included in contract
    • Marketplace Selling (Provider)
    • White Label Branding
    • Managed Services
    • Compliance / Security Modules
  • Immediate Product Features
    • To be scoped & agreed on pre-close
  • Marketplace Selling (Provider)