Expertise
Can you trust the signal?
CRM data, marketing measurement, vendors and technology judged against the business need.
Technology and intelligence
Are we buying a useful capability, duplicating a cost, or acting on unreliable reporting?
Where the work can focus
- Independent vendor evaluation
- CRM and reporting integrity
- Technology fit and information flows
How I examine it.
- 01Reconcile vendor reporting against source records and definitions.
- 02Assess fit, duplication, operating requirements and total cost.
- 03Document the evidence for retaining, changing or replacing a solution.
An indicative deliverable
An evidence based evaluation with requirements, limitations and decision criteria.
Scope and deliverables are agreed for each engagement. This describes an approach, not a promised result.