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Set Up Business Explorer Instance & QA

Once the CDP Implementation has been done by analysts, we will need to test and get the Business Explorer instance ready before sharing access to the client for the first time. This includes: 

  • Checking the instance against deliverables of the project (in terms of data sources, destinations, attributes) 
  • Setting up the instance (tags, user roles) 
  • Create sample segments and insights as basis to show customer how they can use the instance
  • Test the stability and speed of instance 

A detailed checklist of set up & testing actions can be found here: PM Checking of Instance Checklist