Event model ↗
A specification of the events recorded by the systems in scope.
Output
An event specification with definitions, example records and change rules.
26 entries
Catalogue
Specifications, registers, models and assessments. An assignment can involve one or several of these.
Specifications
Identity model ↗
How records are matched to a person, account or other entity across systems.
Output
Matching rules, entity definitions and a description of how links and corrections affect historical records.
Consent and permissions ↗
Rules for recording consent and applying changes across the systems that use it.
Output
A specification of consent states, permitted uses, update paths and unresolved decisions.
Collection and routing ↗
Where each event is captured, how it is checked and which systems receive it.
Output
A routing specification with checks, transformations, timing requirements and failure handling.
Funnel design ↗
The stages from first contact to customer, with the criteria and handoffs between them.
Output
A stage specification and the definitions needed to measure movement through it.
Workflow and automation design ↗
How a process should run across people and systems, including the decisions and exceptions.
Output
A workflow specification with responsibilities, access requirements, approval rules and exception paths.
Sales pipeline definitions ↗
Sales opportunity stages and the definitions used to report on the pipeline.
Output
A sales pipeline specification covering stage rules, history and reporting definitions.
Lead routing and ownership ↗
Rules for assigning leads and handling records that need reassignment or review.
Output
A routing decision table with ownership, reassignment and exception rules.
Product data model ↗
Definitions for products, packages and versions, and how their records relate across systems.
Output
A product data specification with identifiers, attributes, package relationships, access terms and change rules.
Data preparation for AI ↗
Organising data and documents so they can be used for a defined AI task.
Output
A preparation specification covering source structure, indexes and retrieval checks, with organised source material where included in the assignment.
Registers
Campaign and sales process inventory ↗
An inventory of the campaigns and sales processes the systems need to support.
Output
A process inventory that can inform data requirements, system selection and workflow design.
Measurement plan ↗
Definitions and source requirements for the measures used in a particular part of the business.
Output
A register of measures, calculations, source requirements and interpretation notes.
Data requirements ↗
The information needed for an analysis, process, prediction or AI application.
Output
A requirements register linking each use to its data, source, timing and quality conditions.
Models
Customer value models ↗
Calculations of realised and expected customer value over a defined period.
Output
A customer value model with its components, horizon, assumptions and sensitivity analysis.
Predictive models ↗
Models that estimate future outcomes, behaviour or timing from available data.
Output
An analytical model and evaluation, with the assumptions and requirements for its proposed use.
Segmentation models ↗
Definitions of groups and behavioural states for analysis or operational use.
Output
Segment definitions, an assignment method and an analysis of their differences and stability.
Attribution models ↗
Models that assign credit for an outcome to recorded interactions.
Output
An attribution model with method comparisons and interpretation limits. Allocated credit alone does not establish causal effect.
Volume and cost models ↗
Estimated data volumes and operating costs under different usage and system choices.
Output
A volume and cost model with scenario comparisons, pricing assumptions and sensitivity to uncertain inputs.
Decision models ↗
Rules and calculations used to rank options, select an action or assign a resource.
Output
A decision model with rules, thresholds, example cases and review conditions.
Process simulation ↗
A model of how work moves through a process under different conditions.
Output
A simulation and scenario analysis showing modelled capacity, waiting times or other relevant outcomes.
Optimisation models ↗
Models that compare feasible allocations or schedules against a defined objective.
Output
An optimisation model with the proposed allocation or schedule, its constraints and sensitivity analysis.
Assessments
CDP evaluation ↗
An assessment of whether a customer data platform is needed and which options meet the requirements.
Output
A recommendation with supporting comparisons, costs, unresolved questions and any further checks needed before a decision.
CRM evaluation ↗
An assessment of customer relationship management options against the company’s sales processes and data requirements.
Output
A CRM recommendation with the evidence, costs and remaining questions needed for a selection decision.
Capability map ↗
A comparison of the functions the business needs with what its systems and processes currently support.
Output
A capability map showing current coverage, dependencies, limitations and evidence still needed.
Architecture decisions ↗
Decisions about how systems fit together, including warehouses, business applications and the connections between them.
Output
A proposed system arrangement and a record of its decisions, dependencies and remaining questions.
Data quality review ↗
An assessment of whether the available data is suitable for its intended use.
Output
A review of data quality, its effects on the intended use and recommended preparation or correction work.
For an enquiry, describe the question and the systems involved.
contact@fiftystork.com ↗