Engagement · architecture review with engineers

What to expect from a customer data platform (CDP) review

This customer data platform (CDP) review agenda helps technical evaluators understand the discussion and expected outputs. It covers scope, architecture questions and possible follow-up; it is separate from the intake form and readiness checklist.

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Scope and timing confirmed during review

Section 01 · What You Get

Four artifacts, scoped for executive and engineering review

Each artifact is produced by senior architects, reviewed internally, and delivered through an encrypted channel of your choosing.

Architecture Diagnostic

Current-State Data Topology Map

Annotated map of where customer data is collected, stored, and activated today — including third-party egress paths and silent data leakage.

Delivered as PDF + diagram source

Compliance Interface Review

Regulatory Exposure Assessment

Mapping of GDPR, HIPAA, PCI-DSS, and sector-specific obligations against your current vendor stack and data flows.

10 jurisdictions covered

Activation Layer Audit

Engagement & Personalization Stack Review

Assessment of segmentation maturity, journey orchestration, model governance, and channel coverage against enterprise reference architecture.

Scored across 7 dimensions

Cost & TCO Comparison

Three-Year Cost Model vs. PrivyCDP

Side-by-side cost projection of current SaaS stack vs. a perpetual-license PrivyCDP deployment in your own cloud — including infrastructure, FTE, and compliance overhead.

Reconciled to your CFO format

Section 02 · What We Need From You

Minimal-disclosure inputs

The review is designed to operate on summary information. No production data, no customer records, no credentials are required at any stage.

IN-01Read-only access or an inventory of your current MarTech / CDP / CRM stack
IN-02High-level data volume estimates (events / month, profile count)
IN-03List of regulated jurisdictions and applicable frameworks
IN-0430-minute architecture call with your data + security leads
IN-05Optional: redacted sample of consent records and journey definitions

Section 03 · Output Deliverables

Four sealed artifacts at handover

Executive Brief

10–14 page PDF for CIO / CMO / CISO review

Reference Architecture Diagram

Target-state deployment inside your cloud boundary

Migration Sequence

Phased decommission plan for existing SaaS dependencies

TCO Model Workbook

Editable spreadsheet, three-year horizon

Confidentiality · NDA

All findings are bound by a mutual NDA prior to kickoff.

We never publish, syndicate, or repurpose client architectures. Any reference to engagements appears only in anonymized form, and only with explicit written consent. Inputs may be returned or destroyed on request at the close of the engagement.

Designed to support SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS and FedRAMP evaluations; deployment evidence required

What to prepare for the architecture discussion

A source-to-destination diagram with data categories and operating owners.
A synthetic example of the identity, permission or activation behavior to test.
Existing policies, required evidence and unresolved environment dependencies.

What the discussion should produce

Use the meeting to agree the evaluation boundary, identify who owns each open decision and choose the next observation needed. A proposed architecture still needs release-specific contracts, environment preparation and acceptance tests. The conversation does not establish a production deployment, an auditor result or a commercial commitment.

Discuss your deployment with engineers.

Bring your data flow, operating owners and evaluation questions.

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