Inventory
Document systems, contracts, data flows and the processes each platform actually supports.
- Receives
- Tool register and process interviews
- Produces
- Capability and dependency map
MarTech and operations consulting
Align technology choices, team responsibilities and investment priorities with the way your business needs to grow.
Let’s connect
Translate a technology decision into a delivery plan
A useful roadmap links an operating problem to evidence, a responsible owner and a testable future state.
Compare
Score options against agreed scenarios, integration needs, administration effort and exit requirements.
- Receives
- Requirements and representative scenarios
- Produces
- Decision record with tradeoffs
Sequence
Order changes around shared data foundations, dependencies, migration constraints and team readiness.
- Receives
- Chosen direction and constraints
- Produces
- Phased roadmap with acceptance criteria
Govern
Assign decision rights, review points and measures that show whether the operating problem improved.
- Receives
- Roadmap and business baseline
- Produces
- Delivery governance and review cadence
Step 1 of 4
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Business sponsor | Names both the business and technical owner. | |
| Architecture lead | Captures alternatives, constraints and the reason for selection. | |
| Process owner | Describes observable behavior rather than completion of a configuration task. |
Resolve the important decisions.
Replace or improve
Compare the cost of process correction and integration with platform replacement, including migration and adoption effort.
Dependency order
Identity and field ownership usually need resolution before reliable cross platform automation.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
Technology decisions are often made one tool at a time. Over time, overlapping capabilities, unclear ownership and disconnected processes make the overall system expensive to operate. UniLink helps assess the whole marketing and revenue environment, including the work people perform between applications.
Our consulting scope connects business priorities to an achievable roadmap. It can include stack assessment, platform selection, operating model design, lifecycle strategy and change planning. Recommendations identify dependencies and decision criteria so teams can act on them without losing the reasoning behind them.
What we help you build.
Stack assessment
Inventory platforms, users, contracts, data flows and critical processes to identify duplication and operational gaps.
Platform evaluation
Compare options against agreed requirements, integration constraints, administrative effort and the skills of your team.
Operating model design
Clarify responsibilities, governance forums, service expectations and how central and regional teams collaborate.
Lifecycle strategy
Map customer needs and internal handoffs from initial interest through onboarding, retention and expansion.
Roadmap and prioritization
Sequence work by business importance, dependencies, readiness and the risks that need to be resolved first.
Change and enablement
Plan stakeholder engagement, documentation, training and adoption reviews as part of implementation.
How the work comes together.
Frame the decision
Agree the business questions, stakeholders and constraints that the engagement must address.
Gather evidence
Review processes, platforms and representative data with the teams who operate them.
Evaluate the options
Develop options and assess tradeoffs against shared criteria, rather than a preferred vendor alone.
Create the roadmap
Present recommended phases, dependencies, responsibilities and the evidence needed before each major decision.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Can consulting be separate from implementation?
Yes. Discovery can produce an assessment and roadmap that your team uses to decide the next phase. Any implementation scope is agreed separately.
How do you evaluate a platform?
We use requirements drawn from your business process, data model, integration needs, governance and team capacity. Commercial and licensing considerations are reviewed within that context.
What makes a roadmap actionable?
Each phase needs an owner, prerequisites, an intended outcome and clear acceptance criteria. Sequencing should account for process and data readiness as well as technical dependencies.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.