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Discovery sessions with business/technical stakeholders to review the Success Plan.

Self-Service Resources
  • Project goal alignment - understand critical milestones and quick wins
  • Review IDMC/MDM SaaS architecture and end-to-end data flow
  • Review use case(s) – identify the primary MDM use case that yields the first value
  • Validate MDM SaaS solution fit for needs and requirements



As a new MDM SaaS engagement, understand the business and technical use cases of the MDM SaaS implementation and identify integration patterns to fulfill solution feasibility. This will help CSA/CSM to gain greater accuracy from forecasting, planning, and analysis and increase product usability.

Expert Session Agenda
  • Data governance council sessions with project stakeholders
  • Source system planning and discovery
  • Define business and technical look-up codes
  • Gain greater accuracy from forecasting, planning
  • Assist consulting partner with planning the next steps and technical solution advisory/guidance.
  • Best Practices shared.
  • Reference to product documentation and digital content
  • Expert guidance session
Required Roles/Personas
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Engagement Details
Engagement Category

Cloud Master Data Management



Engagement Type

Use Case Validation

Adoption Stage


Focus Area


Use Cases & Tags

MDM SaaS Functional Discovery

MDM SaaS Technical Discovery

Engagement ID



  • Catalog offers Engagements for Informatica Cloud Services on IDMC platform only.  
  • All Engagement Topics in this Catalog are intended to be delivered in guidance and advisory mode only. This is implicit and it will not be called out explicitly under each engagement’s scope separately.​
  • Customers need to include their relevant technical/business team highlighted in each engagement topic to derive the best out of each engagement.​
  • Customers need to perform any hands-on work by themselves leveraging the guidance from these engagements.
  • Customers need to work with Informatica Global Customer Support for any product bugs/issues and troubleshooting.
  • Value Accelerator is available only for IDMC Services and this is offered only to eligible customers. Please check with your Customer Success Manager for eligibility before requesting Value Accelerator engagement.