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SOPs for Project Implementation

Implementation Process

This flowchart provides an overview of the steps involved in the Implementation of a CDP for a new client. 

Meiro CDP Implementation-v4.jpeg

Before Starting the Project

Sales Handover

Project 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 the CDP) 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: 

  1. Project Scope and Deliverables (including Use Cases to be delivered) 
  2. Project Timeline 
  3. Project Architecture - hosting, data sources & destinations
  4. List of credentials and access we need from the client
  5. The project team and stakeholders 
  6. 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, here are the types of access / credentials we need to request from the client. 

 

Components Build

  • Component Scoping Call 
  • Budget for analyst's time to test and document the component alongside with Dev 


Core Implementation 

Analysts' Implementation 


 

Use Cases Implementation

 

Project Handover 

 

Project Documentation 

There are a few types of documentation post-implementation of the project: 

 

Project Management Standards

Waterfall vs. Agile

Project Communication to Clients 

Create Issues in Jira 

Time Logging 

Time reporting 

 


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