Provided with a set of business requirements, determine what additional information is needed to design the recommended solution.
In a Marketing Cloud project, customers describe their initial requirements in a statement of work. Those high-level requirements need to be detailed in and documented in a solutions document. Based on this solutions document Cloud features can then be built.
A typical Marketing Cloud project consists of following stages and activities:
The first two stages are relevant to analyze and design customer requirements.
The prepare stage consists of knowledge transfer activities to discover a customer and its initial requirements based on a statement of work (SOW).
The SOW should be reviewed to understand the high-level requirements of the customer. As part of this, the organizational structure of the client and its current marketing activities, challenges, and goals should be explored. Also, the service contract with Salesforce should be assessed, to understand which features are included in the Marketing Cloud version purchased by the customer.
The design stage consists of activities to detail requirements and outline the proposed solution in a solutions document.
In discovery and needs assessment sessions with the customer, requirements should be refined and solutions designed. The output should then be documented in a comprehensive solutions document, to describe which Marketing Cloud features should be implemented and how. The document should contain user stories, the conceptual design and the configuration specification of the outlined solution. The solution document should be signed-off by the customer and will serve as the blueprint for implementing Marketing Cloud features in the build phase.