SOP for ProjectImplementation
Implementation Process
ProcessThis Flowchart flowchart provides an overview of the steps involved in the Implementation of a CDP for a new client.
Before Starting the Project
Sales Handover
LinkProject Managers are involved when officially involved after the sales manager has finalized the official contract with the client which comprises the Order Form (for subscription to Processthe FlowchartCDP) and the Consulting Services Agreement (for Implementation of the CDP and its use cases, or other consulting services).
The project implementation can only officially start after the Order Form and Consulting Services Agreement has been signed; however, before that, we can start communicating with the client to obtain access and credentials.
Assembling The Implementation Team
A full implementation team should have the following roles:
| Role | Organisation | Involvement Note |
| Project Manager | Meiro/Implementation Partner | |
| Implementation Analyst | Meiro/Implementation Partner | 1 - 2 analysts per project |
| Digital & Web Analytics Consultant | Meiro/Implementation Partner | Share resources across multiple project. Digital Consultant typically is only involved in setting up use cases for the client (eg. Email Automation campaigns, web banners) |
| DevOps | Meiro | Support in setting up servers |
| Account Manager | Meiro | |
| Project Manager/ POC | Client | We need one dedicated person to coordinate the requests from our team and distribute in their organisation. |
| Sponsor | Client | |
| Tool Owners / Domain Experts | Client/ Their Agency | For each platform that we are integrating into the CDP, we need to know the tool owner who can help to explain how it is used, its data, and grant access. |
| Web Developer | Client / Their Agency | To implement Meiro Events SDK on the client's website |
Plan Timeline & Estimates
Project Kick off / Setting Up
Please refer to Kickoff Checklist
Project Kickoff With The Client
This is typically an in-person meeting or conference call in which we align with the clients on the following:
- Project Scope and Deliverables (including Use Cases to be delivered)
- Project Timeline
- Project Architecture - hosting, data sources & destinations
- List of credentials and access we need from the client
- The project team and stakeholders
- Communication channels & Meeting cadence, including escalation procedures
Request for Instance Set Up:
Request in #help_it Slack channel for Jan (DevOps) to set up:
- Alias client_name@meiro.io for general access granting purpose
- Meiro Events DB, MI, MBE, CDP instance
Request for Access from Client
Depends on the data sources/destination specified in the project,