A guide to the time/people involved in starting an MPM implementation.

1. Getting Started with Allocadia
A guide to the time/people involved in starting an MPM implementation

2. Getting Started
I know what you’re thinking future customer!
“I know I need this. I feel the pain, and of course, I want
the benefits (what marketer wouldn’t!) BUT. It’s hard
(solving ROI?! Where do I start?!). And it’s unclear who is
involved, or what is involved.”
We will help give you clarity on:
• How to start easily and achieve value in less than 30 days.
• Who is involved to get started and their roles.
• What is delivered in on-boarding and the experience.
• How to buy and leverage proven pre-packaged get started bundles.
Who is involved
Start easily
How to buy
What is delivered

3. CONNECT TO ERP
CREATE WORKFLOW
Key Wins:
Organizational efficiency
by operating with
integration with finance
Agility to easily re-
allocate funds to
changing objectives
PLANNED SPEND
Key Wins:
Visibility into global
investments & plans (top-
down & bottoms-up)
Confidence that the
marketing team is
aligning to company
objectives
PLAN ROI
MEASURE ROI
Key Wins:
Connected plans,
investments, and results
delivers marketing
performance insights that
help marketers make
better decisions and drive
the greatest revenue and
impact possible
Start
When ready
When ready
START EASILY
5
3
4
1
2
< 30 days to launch
Subscription: OptimizeSubscription: Invest Subscription: Align
< 30 days to launch < 30 days to launch
Who is involved
Start easily
How to buy
What is delivered

4. WHO IS INVOLVED FOR SET-UP
PEOPLE
Marketing ops:
~4 sessions for definition, set-
up, feedback
System Admin:
~4 sessions config
Exec sponsor:
~1 hour review
Finance stakeholder:
~4 sessions data mapping and
process definition
PEOPLE
Marketing Operations:
~4 sessions for definition, set-
up, feedback
System Admin:
~4 sessions for configuration
Exec sponsor:
~1 hr for review
End-users:
~1–2 hr live training
PEOPLE
Marketing ops:
~4 sessions for definition,
set-up, feedback
System Admin:
~4 sessions config
Exec sponsor:
~2 hours review
End-users:
~1-2 hour live training
Analytics stakeholder:
~1-2 sessions for data config
< 30 days to launch
Subscription: OptimizeSubscription: Invest Subscription: Align
< 30 days to launch < 30 days to launch
Who is involved
Start easily
How to buy
What is delivered

5. CAPABILITIES DELIVERED:
Connect to ERP; Approvals;
Kick-Off Workflow;
Dashboards
Set-up includes:
• Everything in Invest PLUS
• 1 source of financial data
• 1 productivity integration
CAPABILITIES DELIVERED:
Set Strategic Goals; Top-Down
Spend; Bottoms-up Spend;
Hierarchy; Permissions;
Dashboards
Set-up includes:
• Up to 20 budgets
• 1 hierarchy per fiscal,
max. 3 levels
• 5 custom attributes
• 1 extra Dashboard with 5
reports
CAPABILITIES
DELIVERED:
Enter Planned ROI; Connect
to Actual Returns (in CRM
etc); Attribution;
Dashboards
Set-up includes:
• Everything in Align PLUS
• 1 source of ROI data
CAPABILITIES DELIVERED FOR LAUNCH
Every set-up is designed for us to simply jointly deliver on what is included in set-up period.
Each pillars includes Define, Set-up, Train, Go-Live. This team rocks, serious people love.
Who is involved
Start easily
How to buy
What is delivered
< 30 days to launch
Subscription: OptimizeSubscription: Invest Subscription: Align
< 30 days to launch < 30 days to launch

6. Carey Rutigliano
Director, Financial
Planning & Analysis
Ryan Danner
Ops
“In the year + we have worked
with the Allocadia team, I
cannot recall the word ‘can't’
come out of them.”
Erin Ashcraft
Media Operations
Manager
“Allocadia worked with us through
every step of the way and made sure
we had what we needed. More than
that, they have answered every
question efficiently (and I have plenty)
and are so kind.”
Todd Wells
GM, Marketing IT
and Operations
Microsoft
We are working with Allocadia to
solve the marketing ROI
challenge, with a clear plan to
get started and a collaborative
approach to achieving our vision.
Red Hat made it a core project goal to
create incremental value during each phase
of the project (like answering some of
those core investment data questions),
moved quickly through rapid iteration, and
focused on enabling the entire organization
on the value that could be realized. Read
the Case Study.