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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 Discovery & Use Case Definition
Identify and explore your organization’s business drivers, Artificial Intelligence or data needs, stakeholders, processes, data dimensions, and cultural challenges to uncover a set of high-impact use cases to drive your software implementation and deliver short term value. The focus is on accelerating time-to-value through facilitated, collaborative group discussions.
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 include:
• 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
• conducting the workshop (e.g. brainstorming, ideation, prioritization exercises, knowledge sharing)
• analyzing, validating, and documenting use case business requirements
• conducting a technical high-level fit gap assessment for the use case
• documenting best practices and recommendations
• creating the Customer read-out presentation
• Customer to provide any relevant documentation (e.g. roadmap, components of an operating model, 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 Informatica's 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, organization and technical landscape
• Key business drivers and associated initiatives identified and agreed upon
• Business use cases for implementation identified and prioritized
• One (1) critical business use case established for a pilot implementation
• Confirmation that Customer’s critical business use case can be met with Customer’s Informatica solution(s)
• Customer apprised of software/cloud service capabilities and functionality in an effort to address specific business challenges
• Customer has an understanding of best practices and is able to socialize and deliver their goals/message to other internal stakeholders
• Executive summary presentation, comprised of: (i) workshop discussions and observations summary (ii) data challenges identified (iii) prioritized set of candidate pilot projects (iv) high-level next steps, recommendations
• Business use case requirements
• Best practices and recommendations
PSU Catalog
8
All Products
Professional Services Units
Plan
PSU-ADV-007
1-25 units
April 2026
A la carte
AI Governance MVP
CAI MVP
CDGC MVP
CDGC Rapid
CDI MVP
CDMP MVP
CDQ MVP
Cloud Data Ingestion MVP
Data Democratization MVP
Data Ecosystem MVP
ESG Rapid
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.