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Integration & Improvement Project Management

Marketing technologists are not always the engineerins who build the martech system. However, it's important to understand how to integrate various tools so that you can properly communicate and project manage other stakeholders. In this lesson, we'll talk about the integration process for 3rd party tools, and how you can appropriately project manage an integration from start to finish.

  • A typical integration process involves a vendor giving customer access to a UI and account, define and map use cases, integrate SDKs, validate and test, then launch and monitor.
  • It's important to seek support from your vendors in defining the tickets and project plan.
  • It can follow a similar ticket structure to an implementation ticket, but often these tickets are grouped in a separate epic (or project) around maintenance and management.

Slides for this lesson embedded below.

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