Inherited Instance: Document Your Setup inherited-instance-document-your-setup

Now that you’ve learned the key product areas to audit when inheriting an established instance, the next step is to create/update documentation on your instance configuration and tech stack. Whether creating it via spreadsheet or a project management application, your documentation will be a great resource to track progress and record details, as well as keep your instance structured and sustainable.

Data data

Area
Review Focus
Input
  • Which systems feed data into Marketo Engage?

  • Are they loading data into programs or the database? If programs, which ones?

action item icon Action Item: Create a data dictionary/field mapping table between systems.

Output
  • Which systems receive data from Marketo Engage?

Documentation documentation

Area
Review Focus
Data Dictionary
  • Is there a separate data dictionary explaining the fields available?
         If not, consider creating one in a folder accessible to your Marketing Operations team.
Organization
  • Do you have robust documentation of how your Marketo Engage instance is organized and why?

action item icon Action Item: Create documentation that contains folder structure, naming convention, and channels used in your instance.

Changelog
  • Do you have a changelog where you can document what's changing in your instance and why?

action item icon Action Item: Create a changelog and document changes made to your instance configuration.

Playbooks
  • Does your organization have a User or Admin Playbook?
         If so, update those accordingly.
Conversations with Internal Stakeholders
  • What are the internal expectations of your company's Marketing team? Do they match what Marketo Engage is delivering?

  • Which teams are stakeholders in your Marketo Engage instance?

action item icon Action Item: Document the goals and expectations of your key stakeholders and update them as you check in with your counterparts throughout the year.

◄ Audit an Inherited Instance: Design Studio

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