Description

Identify and explore foundational components of your organization’s strategy, such as mission, vision, value and impact, risk mitigation, roadmap, operating models, etc. and analyze alignment with Informatica’s capabilities to determine a go-forward approach for one functional area of your data journey (e.g. data governance, data quality, master data management, data literacy and culture, business value roadmap, AI data readiness) 

The typical meeting schedule is as follows: 

• Preparation meeting(s): one to two (1-2) calls (one (1) hour each) 

• Workshop: one to two (1-2) sessions, up to six (6) hours total time invested by the Customer and Informatica teams. It is recommended the Customer include the project sponsor, project manager, and relevant business and technical subject matter experts. The Customer side should be limited to no more than fifteen (15) people. 

• Read-out meeting: one (1) call (one (1) hour) 

 

 Key activities may include: 

• completing due diligence and Q&A around Customer’s existing state, as well as establishing  key goals and messages for the workshop and outputs 

• analyzing the Customer’s situation, paired with industry analysis augmented with analysis of the current and planned product landscape (Informatica and other products ) 

• building workshop materials  

• creating and analyzing output from  a Customer internal survey to help facilitate focus in the workshop based on employee feedback 

• conducting the workshop (e.g. brainstorming, ideation, prioritization exercises, knowledge sharing) 

• capturing any key use cases as well as potential prioritization 

• documenting best practices and recommendations 

• creating a Customer read-out presentation 

Customer Prerequisites
Business/Technical Outcomes

• Interactive discussions held and alignment achieved around the selected functional area of Customer’s data journey 

• Key points and feedback captured during the workshop 

• Recommendations provided for specific areas of focus, including impact considerations 

• Improved business and technical vision specific to key data journeys and their potential benefit to the Customer’s organization 

• Customer data focus survey analyzed (if applicable) 

Document Deliverables

• Executive summary presentation, comprised of: (i) workshop discussions and observations summary (ii) issues and pain points identified (iii) prioritized set of focus areas (iv) high-level next steps and recommendations. 

• Read-out deck, including best practices, recommendations, frameworks, etc. 

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Engagement Details
Catalog Type

PSU Catalog

Units Required

8

Products

All Products

Engagement Type

Professional Services Units

Adoption Stage

Plan

Engagement ID

PSU-ADV-008

Units Range

1-25 units

Release Date

April 2026

Offering Type

A la carte

Additional Information

Professional Services Units can be converted into Training Units upon written request submitted to the Customer’s assigned Informatica Delivery Manager. The conversion ratio is one (1) Professional Services Unit to ten (10) Training Units. The converted Training Units can be used for any training currently offered in the Informatica University catalog other than training subscriptions. View available learning paths or log in to browse the full Informatica University catalog at https://now.informatica.com/All-Training-Paths.html. Educational Services are governed by the description and terms at https://now.informatica.com/Informatica-University-Terms.html.

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