Customer Experience Matrix

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Vendor Selection: Writing a Good Requirements Document

Customer Experience Matrix

These should be packaged into a formal requirements document so you have them all in one place, easily organized and available to share with vendors. But don’t think you’re writing the document for vendors. These same elements should appear in pretty much any requirements document.

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Software Review: BigID for Privacy Data Discovery

Customer Experience Matrix

But it does have several components to support the process: "Agreements" let users document the consent terms and conditions associated with specific items. Users can document flows manually or let the system discover them in the data it collects during its scan of company systems.

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The Privacy Multiverse: A Fantasy in Three Acts

Customer Experience Matrix

The man opened the package and scanned the top document. “I Giovanni took a closer look at the documents. A serious-looking man reached into the flipper and pulled out a package. May I have this? It’s how we share information across the multiverses.” I see you’re Jamie. I’m Giovanni.” It’s very different here.

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VEST Report: Latest Trends in Marketing Automation, and Where's My Hoverboard?

Customer Experience Matrix

The new version includes a big technical change: instead of the interactive Flash document that was very cool but people often had trouble running, it’s now a combination of PDF for the core document and Excel spreadsheet for the detailed vendor scores. VEST Report.

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B2B Marketing Automation Vendor Comparison -- Here's a Sample

Customer Experience Matrix

I decided to make it an interactive document that lets users (viewers? This gives the document vastly more play value than a simple report. I’ve been having way too much fun working on my new industry report. The Chosen?)

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When to Use a Proof of Concept in Marketing Software Selection -- And When Not

Customer Experience Matrix

But it’s also possible to answer some of those questions without a POC, based on reviews of system documentation, demonstrations, and scenarios. POCs answer some important questions, including how easily the vendor can load source data and what it’s like to use the system with your own data.

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Marketing Automation Vendor Selection: Summing Up

Customer Experience Matrix

I gave advice on improving the selection process in Vendor Selection: Writing a Good Requirements Document and Marketing Automation Selection: Finding a Future-Safe Vendor. This is the only thing you can change, and if you make the right choices, the future will take care of itself.