B2B Data Management Cheat Sheet


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Get to know what is, what isn't and best practices on B2B data management and marketing.

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B2B Data Management Cheat Sheet

  1. 1. www.infocheckpoint.comWhat It Is What it is not ?Data Management is information Market Maintaining a data warehouse does not ? gathered from various channels about solve data management issues. A B2B customers. warehouse only integrates data from various sources or systems. ? in integrating, storing, It helps organizing and interpreting data ? a data clean drive that is done It is not generated by businesses. ‘once in for all’ It develops customer data structures to ? ? a task that requires minimal It is not facilitate marketers and managers effort, time and resources. understand their target market better.Best Practices Dictionary Focus on 4 Key Areas: Aggregate Data – summary of data sets into groups for 1 Data Quality – maintain data integrity, accuracy and completeness with measurable standards. Proposed Documentation research and analytical purposes. æQuality Strategy Plan Data Audit – independent æQuality Implementation Plan Data examination of data to æProfiling Metrics Data determine its compliance with specific requirements. 2 Data Architecture – establish an overall framework to align business services with strategic goals. CRUD - Used to describe Proposed Documentation access rights for data. Create, æArchitecture Roadmap Data Read, Update, Delete. æInterface Model Data Customer Data Integration – 3 Metadata Management – define how data is a process of integrating is collected, stored and labeled to provide standardization of data inventory. multiple repositories using a combination of technologies Proposed Documentation and services. It contains Metadata repository æ information about a ædictionary Data company’s customers. Conceptual model æ Business rules æ Data Governance – 4 Data Stewardship – provide business determines how an definition, direction and establish organization makes data governance rules. related decisions. The rules, Proposed Documentation decision rights and responsibilities of people æ owner matrix Domain related to information based decision making processes. Answer 4 questions to find out your Data Mapping – is a process Data Management Maturity level: of assigning a source data 1 Strategic Involvement – How is data element to a target element. management perceived across the organization and what is the level of commitment from senior management? Master Data Management (MDM) – is a defined and 2 Data Governance – What data standards, structured approach to policies and governance rules are in place and managing an organization’s what are the compliance levels? master data. 3 Data Technology – What data tools and technologies exists at functional and enterprise Metadata – is the information level? Do technologies meet business requirements? about a data element. Description of what the 4 Performance Measurement – What element stores, its type, its performance management processes and length and who the owner is. reports are developed? B2B Data Management begins with obtaining a segmented database. Signup for a complimentary 30 day trial Gain access to targeted databases with Info CheckPoint 080 - 40858235 support@infocheckpoint.com www.infocheckpoint.com