Use the business associate agreement checklist with downloadable CSV records, labeled assumptions and source context to structure a customer data platform
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Turn an evaluation into a set of explicit inputs, questions and evidence. The tools here include a three-year cost calculator, a vendor pricing index, a residency reference and downloadable worksheets. Use the calculator to compare assumptions across pricing models without entering customer data. Use the residency table to find sources and unresolved questions for a legal review. The RFP, business associate agreement and DORA worksheets help structure procurement and supplier discussions. Datasets retain their source, confidence and date fields where supplied. Examples and placeholder costs are labeled so they cannot be mistaken for customer results or a PrivyCDP quote. Review each assumption before relying on a total, deadline or legal summary, and keep a copy of the source reference used in your decision.
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Public prices, pricing units and deployment options for 20 customer data platform (CDP) vendors, each row dated and linked to its source. Download the CSV.
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Use the customer data platform rfp template with downloadable CSV records, labeled assumptions and source context to structure a customer data platform
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Explore a 3-year customer data platform (CDP) TCO calculator: inputs, MTU, credit, profile and flat-licence formulas, sourced defaults and outputs.
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Use the customer data platform tco: scenario workbook with downloadable CSV records, labeled assumptions and source context to structure a customer data
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Use the customer data regulation deadline tracker with downloadable CSV records, labeled assumptions and source context to structure a customer data platform
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Explore an interactive data residency map and table for customer data: filters, UI states, accessibility, citation blocks and schema.org Dataset markup.
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Free CSV worksheet to inventory marketing technology vendors in the structure of the DORA register of information, with S01 to S19 codes and 12 example rows.
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Further reading
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Publication date recorded for the approved release. Editorial updates do not establish legal approval or a customer result.