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Overview

Background

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Objective

Create a building block to allow that categorizes customers for marketing purposes AND allows customers to quickly identify Authority Documents that meet their needs based on their industry, affiliations, and or state agency.

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The proposed way forward with integrations with ZoomInfo and Hubspot offers an end result that will be automatic and is likely the best solution to answer this need. It is however, also the one that would require most work and resources. The risk here is that we spend too much effort on automating this need in CCH, while our goal is to produce a 4.0. A manual alternative might be a valid option for now until other priorities have been solved.

Assumptions

Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0

Affiliations

We are assuming that users of our platform will be aware and willing to share this information.

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Question

Answer

Date Answered

What is the complete list of Affiliations?

Answered above in the requirements.

1/8/24

What would the change management process of the list of affiliations be?

How often would users need to update affiliations?

TBD, will research optionsJay Hill (Unlicensed)

1/8/24

Is HubSpot the place we will store industry, affiliation, and state-agency information?

Sub industries?

Steven Piliero - Stick to top level industries

1/8/24

What is the list of state agencies?

Steven Piliero will provide list

1/8/24*

How do we identify to prompt for state agencies?

Steven Piliero will get list of emails & domains

will tie domains to list of state agencies.

Steven Piliero - Subdomains will help mitigate any need to prompt user to affirm state agency.

Bart De Pelsmaeker (Unlicensed) still will need manually select or identify state agency.

1/8/24*

What affiliations to start with?

ISACA & ISC2 - will start with marketing campaigns.

Will have list of all affiliations to start with.

Marketing ISC2 - send out email to list of users in CCH to self identify

1/8/24

How to collect affiliation information?

Sean Kohler will research overlay options

1/8/24

Out of Scope / Future Functionality

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