Expertise
Technology & Intelligence
Evaluate CRM data, marketing measurement, vendors, and technology against business needs.
Where the work can focus
- Independent vendor evaluation
- CRM and reporting integrity
- Technology fit and information flows
How I examine it
01
Reconcile vendor reporting with source records and definitions.
02
Assess fit, duplication, operating requirements, and total cost.
03
Document 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.
Start with a conversation.
One hour. If it is not a fit, you will know by the end of it.