If your marketing operations department is like most, you are understaffed and dealing with an endless to-do list of to-dos while juggling day-to-day “emergencies." Having a well-documented stack is essential for making informed decisions about product strategy, effectively managing product performance, and optimizing your spending, but allocating time to document your stack can be difficult if not impossible. That’s where we come in. We’ll take over the responsibility of working with your stakeholders to document your stack. And, if you need assistance with rationalizing your current stack, creating a technology roadmap, product selection and implementation, and managing technology expenses we can help with that as well.

We’ll build your stack framework inside CabinetM, and document the details of the products in your stack. Just send us your spreadsheets, scraps of paper, connect us with your team members, or record your details using Otter.ai and we’ll take it from there.

The Process

• Complete a brief project questionnaire to provide us with an outline of your requirements or schedule a call with us to discuss your needs
• CabinetM will provide a proposal and Statement of Work (SOW) and signed non-disclosure agreement
• Participate in an introductory meeting to:
  • Confirm your desired stack framework and structure
  • Confirm the breadth, depth, and customization of information required
  • Identify stakeholders to frame interview needs
• CabinetM will provide a proposal and Statement of Work (SOW) and signed non-disclosure agreement
• The project will commence with the issue of a purchase order. CabinetM will establish a dedicated CabinetM account for you for the duration of the project. You'll be invited into the account to view and, if desired, collaborate on the work being done
• Prior to project completion, a project review meeting will be held to define any additional requirements
• Project handover

Deliverables
All work will be done inside your own dedicated CabinetM account. You will have the option to sign in to the account at any time to review progress.
Standard deliverables:

• Visual representation of your stack with links to product profiles
• Stack Map showing integrations between products
• Product details in the form of stack annotations and/or contract records
• Consolidated stack reports in the event of more than one stack

At the conclusion of the project, we recommend that you roll into an annual CabinetM subscription which will make it easy to maintain your stack documentation, manage technology expenses, create internal reports, and respond quickly to technology-related requests. We have a range of subscription options to support different environments and requirements. CabinetM will provide a quote for continued use of the platform. Note: if you choose not to continue to use CabinetM all deliverables can be easily exported.

Cost: We generally charge on an hourly basis but will consider a project fee if preferred.

If you have any questions please reach out.

Ready to look ahead?
If you are dealing with budget and hiring constraints and need assistance managing and evolving your stack, CabinetM can provide you with a virtual marketing operations team. In addition to our inhouse capabilities, we have relationships with highly qualified independent practitioners, and a wide range of technology consultancies, making it easy to identify and deploy a virtual team that has the specific skills for your technology environment and budget parameters.

By using the CabinetM platform to collaborate, and as the source of truth for your technology information and roadmap, you’ll be able to stay on top of, and contribute to, all work being done on your behalf.

If you’d like to have an exploratory conversation or learn more, we invite you to schedule a short virtual meeting with Sheryl.