Salesforce Marketing Cloud (SFMC) discovery process

A checklist based on the comprehensive project plan for the Salesforce Marketing Cloud (SFMC) discovery process:

Project Initiation

• Hold a Project Kickoff Meeting.
• Create and finalize the Project Charter.

Stakeholder Analysis

• Identify all stakeholders.
• Conduct stakeholder interviews to gather insights.

Current State Analysis

• Collect information on current marketing processes, tools, and data sources.
• Document existing marketing workflows and processes.
• Create a data inventory and identify data sources.

Business Requirements

• Define key business goals for SFMC.
• Document functional requirements for SFMC.
• Outline non-functional requirements (performance, security, scalability).

Gap Analysis

• Identify gaps between current processes/tools and the desired state with SFMC.
• Conduct a risk assessment for SFMC implementation.

Vendor Selection

• Evaluate different SFMC editions.
• Schedule and attend SFMC demos.
• Establish criteria for SFMC vendor selection.

Budget and Resources

• Estimate the budget required for SFMC implementation.
• Identify and allocate human, technical, and financial resources.

Timeline

• Develop a detailed project schedule with milestones.
• Identify dependencies between tasks and teams.

Communication Plan

• Determine communication channels for project updates.
• Develop a plan for stakeholder engagement and updates.

Training and Change Management

• Develop a training program for end-users and administrators.
• Outline strategies for managing and communicating changes.

Documentation

• Define documentation requirements for the discovery process and future phases.
• Plan for knowledge transfer to internal teams.

Review and Approval

• Conduct a thorough review of the project plan with key stakeholders.
• Obtain formal approvals for the project plan.

Project Closeout

• Conduct a lessons learned session.
• Document project closure activities and outcomes.

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