This chapter discusses the steps involved in implementing a Customer Data Platform (CDP) solution. We will understand the step-by-step approach for implementing a CDP solution, covering topics such as choosing a CDP vendor, creating business use cases to get traction from business leaders for your CDP project, creating a steering team, tracking plan, and implementing the tracking plan among other steps.
This chapter will prepare you for managing a CDP implementation project from the lens of a project manager or a business analyst. You will gain insights into the high-level steps involved in such a project, enabling you to steer a team toward a successful CDP implementation.
For the sake of generalization, we have remained vendor-agnostic here, which means that these steps can be applied irrespective of which CDP vendor you have chosen for your implementation. This chapter is not specific to any CDP vendor or Salesforce Data Cloud. A detailed discussion on the implementation of Salesforce Data Cloud will be provided in a later chapter.