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Meiro Implementation Training
Meiro's training program aims to equip our analysts and implementation partners with knowledge and skills to independently implement all aspects of Meiro's full-stack CDP solution. Pre-requisite: In order to implement Meiro CDP, please refer to Meiro Analyst...
How to Request for FBM Access to Clients' Accounts
Introduction Access to a client’s Facebook Business Manager account is needed for the following scenario: In a CDP Implementation project, where a Facebook Ads destination needs to be configured In a dashboarding project, where we need to report campaig...
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. Before Starting the Project Sales Handover Project Managers are involved when officially involved after the sales manager h...
Customer Entity Retention Principles
What is Customer Entity Retention? When ingesting events into CDP, we must be mindful of how long to keep these events in the system. In general, we want to make sure that we retain events of important business values, and set an expiry to events that do not...
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 te...
Data Audit Checklist
Before ingesting data and processing events, the first task is to explore the data source. Typically we expect client to provide proper documentation on their database - including data dictionary and ERD (Entity Relationship Diagram), which will help with un...
Project Management FAQ
This is a running & always in-progress document of FAQ and basic information needed to start and manage projects for a Project Manager, maintained by Quinn and sometimes updated by PMs. General Protocols Protocol for responding to clients Within the workin...
Project Management Handbook
Project Management Principles Project Managers in Meiro The role of PMs in Meiro is broader than the typical PM function. Beyond managing the project's scope, time and resources and facilitating communication/coordination between parties, you are also a tru...
Workspaces Monitoring Alert & Analyst Duty
Overview On all client instances that are in production, monitoring alerts have been set up. Whenever an instance/workspace fails, an error notification will be sent to the respective Slack channel to notify us of the error.Here is a list of the alerts channe...
Project Handover Procedures
What are the documentations that we need to complete to formalise the closure of a project / a project phase? Documentation Project Wiki (Template): To summarise key facts of the project. CDP Campaign Wiki (Template): Documentation prepared by the PM or...
Step By Step Implementation Guide
Data Sources Implementation Get credentials Request for access or find credentials to data source in 1Password vault dedicated for the client Confirm that the credentials are valid ASAP after received Confirm access to data sources match with the define...
How PMs work with Jira
How to create a new Implementation Project in Jira Create Issues in Jira A few rules for creating a new issue in Jira: Minimum requirement: All Jira issues MUST have a Summary, Description, Assignees, and Priority During weekly stand-ups, deadlines ...