Mar-Dat provides several advisory services to help organizations effectively use data, including: 1) Evaluating technology ecosystems and vendor partnerships to establish use cases and roadmaps. 2) Ensuring data privacy and security best practices are followed to maintain trusted partner status. 3) Conducting assessments of data, resources, vendors, and readiness to develop strategic roadmaps.

1. Trusted Data Advisors

2. How Mar-Dat Can Help
Marketing and
IT integration
Security and
Compliance
Partner &
Vendor
Evaluation
Metric-driven
business
reviews
Data is your organization’s key asset – use it wisely
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3. • Establish proven use case studies by vertical for
leveraging your technology ecosystem.
• Evaluate and craft workable roadmap for both
internal and vendor resources.
• Establish baseline metrics across analytical
platforms and partner integrations
Case Examples
Technology Ecosystem
Evaluation

4. How Mar-Dat Can Help
Trusted Partner Status
Training Programs
• Establish your business/platform/product solution
as “trusted” partner by outlining steps taken in-
house and by external partners.
• Communication of established data privacy
practices that ensure safety of customer data,
adherence to data privacy laws both US and EU.
• Provide Data Privacy, Cybersecurity Assessment
and Incident Response workshops.
• Creation of Onsite, LMS and Web-based training

5. ActionableCompliant
Secure
Repeatable

6. Historical - Evaluating CRM, campaign data, cross
platform data (mobile, video, tv)
Aspirational – Evaluate aspirational personas,
established personas and niche product personas
Test and Learn – Devise A/B testing/controlled
group/split segments within data management and
customer data platforms
Statistical Evidence – Establish baseline KPIs
across partner and in-house analytics platforms
Brand Persona - Development, discovery and
creation of brand personas to future proof your
product offering
Audience Curation
Marketing Campaigns
Product Launches/Relaunches

7. Define key objective (roadmap planning with
details steps/business processes)
Establish responsibilities, accountability and rules of
engagement for in-house, managed services
(outsourced tech partners and agency, hybrid
model and redundancy planning)
Future proof your workforce
• Evaluate current resources
• Establish key skillsets
• Determine key contributors and their unique
offering to the organization
Wheels on the Bus
Resource Management

8. Refine vendor scoring methodology
Assist with RFP process, evaluation of vendors and
strategic guideline on contractual negotiation with
key technology vendors.
Review investment in multiple vendor products to
ensure integrated solution
Vendor Management
Organizational Readiness

9. Administer assessment criteria for data privacy and
cyber security considerations
Deliver training to address industry requirements
for Data Privacy both GDPR and US
Provide workshops to craft cybersecurity issues and
create tabletop exercises for key stakeholders
Recommendations for evaluating cyber insurance
and loss mitigation plan in case of a cyber incident.
Planning tools to address specific product data
privacy, security, and cyber risks (Failure Mode
Assessment)
Data Privacy and
Data Security Assessment

10. Collaborate on strategic roadmap for product and
implementation
Align on scope of work and project milestones
Define dependencies and connection points with
key internal projects
Review client and internal stakeholder definition
and communication
Confirm primary deliverable milestones and work
stream determination
Define and agree upon Key Performance Metrics
(KPIs)
Assess key resource requirements
Establish high level budget for implementation and
ongoing product management
Needs Assessment
Solution Design

11. Onsite meeting
Creation of train-the-trainer program (web-
based/learning management systems and in-
person training
Assist in planning and communication materials for
steering committee meetings
Deliver communication plans for Board of Director
and Quarterly Business Review
Establish monthly retainer model
Additional Offerings

12. Mar-Dat Can Help
Love Hudson
Robert Maggio
info@mardatadvisors.com
917-370-9082
Love Hudson Robert Maggio
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