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Manage your Success Plans and Engagements, gain key insights into your implementation journey, and collaborate with your CSMsSuccessAccelerate your Purchase to Value by engaging with Informatica for Customer SuccessAll your Engagements at one place
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A collaborative platform to connect and grow with like-minded Informaticans across the globeCommunitiesConnect and collaborate with Informatica experts and championsHave a question? Start a Discussion and get immediate answers you are looking forCustomer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
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Troubleshooting documents, product guides, how to videos, best practices, and moreKnowledge CenterOne-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and moreVideo channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much moreInformation library of the latest product documentsBest practices and use cases from the Implementation team
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Rich resources to help you leverage full capabilities of our productsLearnRole-based training programs for the best ROIGet certified on Informatica products. Free, Foundation, or ProfessionalFree and unlimited modules based on your expertise level and journeySelf-guided, intuitive experience platform for outcome-focused product capabilities and use cases
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Library of content to help you leverage the best of Informatica productsResourcesMost popular webinars on product architecture, best practices, and moreProduct Availability Matrix statements of Informatica productsMonthly support newsletterInformatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description ScheduleEnd of Life statements of Informatica productsMonitor the status of your Informatica services across regions
Business Advisory Workshop
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 to provide any relevant documentation (e.g. existing data strategy, organizational structure, operating models, roadmap, key metrics, maturity assessments, business value analysis, use cases, etc.)
• Customer to provide a list of its relevant business and technical subject matter experts selected for workshop participation and ensure their availability
• Customer to provide high-level thoughts around general areas of focus where they believe they will leverage our capabilities to help shape the workshop and content
• Customer to engage in one or more pre-workshop preparation sessions to allow the Informatica team to better understand their existing situation, goals, org and technical landscape
• Customer to determine if an internal survey would help uncover other perspectives and contribute to the workshop (if so, Informatica and the Customer will work together to define key questions)
• 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)
• 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.
PSU Catalog
8
All Products
Professional Services Units
Plan
PSU-ADV-008
1-25 units
April 2026
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.