Individual
US$799
One named learner
For a martech or architecture professional building a defensible selection process.
Build a shared process for deciding whether to buy a customer data platform, improve your existing stack, or defer the investment.
Course / In developmentI’m interested
Five planned modulesFirst edition in English
Work through the selection process with original worksheets and a fictional retail case. The planned outcome is an executive decision brief supported by requirements, evidence, costs, and clear ownership.
Start with the business case
Decide whether a CDP is the right investment. Prioritize use cases, establish a measurement baseline, and identify readiness gaps before building a shortlist.
Choose the architecture and ownership
Compare your existing stack with packaged, composed, and hybrid approaches. Map identity, data freshness, activation dependencies, and the people who will operate the result.
Build the shortlist and evaluation
Turn use cases into testable requirements. Separate mandatory criteria from weighted scores, and ask every vendor to demonstrate the same scenarios.
Test the evidence and total cost
Define a proof-of-concept acceptance plan and model three-year ownership costs, including integration, staffing, usage, and exit. Identify what still needs to be proven.
Make and defend the decision
Recommend a purchase, an improvement to the existing stack, or a deferral. Bring the evidence into an executive brief with operating owners, decision conditions, and a 90-day roadmap.
Planned pricingUSD / One-time purchase
Two planned ways to access the same self-paced recorded course and original decision toolkit.
Both options are planned to include five recorded modules, editable worksheets, and a worked fictional retail case. The toolkit covers vendor evidence, three-year total cost of ownership, and an executive recommendation. Private advisory, live sessions, and individual project reviews are separate.
The course is in development; enrollment is not open. These are planned prices in USD, before applicable taxes. Final pricing, access duration, support, and release timing will be confirmed before enrollment.
I’m interestedDesigned for company-sponsored martech and architecture teams bringing marketing, data, and technology perspectives to a CDP selection. Planned tools include a decision charter, use-case cards, an ownership map, a vendor evidence matrix, a testing plan, and cost and executive-brief templates.
The first course edition is planned in English. The course is in development and enrollment is not open.
Need advisory for a current decision?