- Discovery: Begin by defining your use cases and understanding your customers’ requirements. Prioritise use cases and map out data sources, destinations, usage timelines and more.
- Data or Catalogue Definition: Subsequently, gain an understanding of your customers’ data models, fields, data onboarding formats, delta management and more.
- ID Strategy: During this phase, it is crucial to formulate your strategy for identification management. Determine how you can effectively handle data identification and integration to achieve optimal outcomes with Zeotap CDP.
Before starting with discovery, ensure that you get the following information as per the pre-sales cycle:
- Handover checklist
- Usage expectation