Identity Resolution Toolkit

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Deeply understand your markets, customers, partners, buyers, competitors, and products, and develop in coordination with the broader Marketing Team, unique, differentiated and persuasive messaging, positioning and campaign strategies.

More Uses of the Identity Resolution Toolkit:

  • Manage escalation of critical customer issues, working closely with Product Management and/or Data Strategy, and in close communication with Customer Success and Solutions Engineering.

  • Oversee: design new features and create functional specifications by working with Product Management and user design; take features from concept to production with the help of the engineering team.

  • Ensure maintenance/improvement of existing products across your clients and prospects is accounted for in the roadmap to ensure reliable operations.

  • Standardize: Identity Services builds consumer identity graph that links consumer identities across devices and channels, to create a holistic consumer profile for marketing and analytics.

  • Govern: work closely with product Marketing And Sales to support creation of customer driven messaging, Sales Enablement tools and Thought Leadership materials to execute the go to Market Strategy.

  • Support the Strategic Planning Process by providing forecasts, analysis and direction on optimal media investment levels to hIT Business goals.

  • Establish that your team complies; sales executives use initiative to build business by identifying prospects, analyzing sales options, recommending product solutions, and maintaining relationships with clients.

  • Coordinate all Sales Efforts with Sales Support and delivery on account status, follow up activities, leads to pursue, product literature, outcome, win loss and related Sales Support tasks.

  • Collaborate with leadership and Engineering to lead Product Design, delivery, manage Product Release cycle and all associated processes and tools.

  • Ensure all your staff receive opportunities to expand knowledge in areas of Big Data, distributed/cloud computing, complex algorithms and Data Science.

  • Manage work with relevant platform and data partners and the activation Supply Chain while closely working with Operations Teams to ensure high levels of Customer Satisfaction and performance.

  • Develop: work closely with sales colleagues as a liaison to the internal Analytics Team and provide support in closing deals and exceeding revenue objectives.

  • Control: conduct one to few and one to many Training Sessions with customers and Internal Product/sales teams to increase product/service awareness and knowledge across teams.

  • Ensure Operational Excellence and empower your organization to achieve a high level of technical productivity, reliability, and simplicity.

  • Employ Predictive Modeling, Data Mining, graph algorithms, and other Data Science techniques to contribute to and enhance your cross device Identity Resolution portfolio.

  • Manage: given your Business Model, where your customers pay you over time, Customer Success is absolutely vital to your long term profitability.

  • Collaborate with stakeholders across business and Technology Teams to balance competing interests and needs across your organization to align on a clear vision and deliver on that vision.

  • Develop and implement regular reporting of key Performance Metrics as forecasting, Funnel Analysis, and addressable Market Segmentation.

  • Guide: document business scenarios, Customer Journeys and expected outcomes mapped to requisite capabilities from technology vendor/solutions.

  • Standardize: work across stakeholders to enablE Discovery of new insights and deliver increased mission value through trusted access to sponsor collected or acquired data.

  • Manage Stakeholder Expectations (Customers, Product, Customer Support, Internal Infrastructure teams) with regard to your teams progress and risks.

  • Establish deterministic and probabilistic linkages between data sources and develop ways to extract and summarize the sought information in the data using a wide variety of statistical, Data Mining and Machine Learning techniques.

  • Drive strategic business Decision Making through detailed analytics, insights and Real Time reporting on Key Performance Indicators (KPIs) and financial results.

  • Write Business Requirements, work with cross functional teams to deliver developments and enhancements, ensure teams are hitting key milestones, and proactively ensuring top quality deliverables from engineering and Analytics Teams.

  • Establish and maintain successful relationships with a complex set of cross functional stakeholders across marketing segments peers and leadership.

  • Standardize: work across teams up and down the Data Technology and enablement stacks to understand how to improve or expand your data products and services.

  • Head: team manage, inspire and motivate project, product and Development Teams while you modernize and consolidate your varied technical stack to a single platform.

  • Ensure you execute; build, maintain and manage a sales pipeline and forecast so as to achieve individual and team sales objectives and achieve revenue goals.

  • Drive the translation of organization vision into commercially successful cloud based and/or DaaS products and predictable Product Roadmap.


Save time, empower your teams and effectively upgrade your processes with access to this practical Identity Resolution Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Identity Resolution related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Identity Resolution specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Identity Resolution Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Identity Resolution improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How can you measure Identity Resolution in a systematic way?

  2. What Identity Resolution improvements can be made?

  3. How many input/output points does it require?

  4. What are the types and number of measures to use?

  5. What users will be impacted?

  6. Do you have any cost Identity Resolution limitation requirements?

  7. Do you verify that Corrective Actions were taken?

  8. Who defines (or who defined) the rules and roles?

  9. Who will gather what data?

  10. What is the best design framework for Identity Resolution organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Identity Resolution book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Identity Resolution self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Identity Resolution Self-Assessment and Scorecard you will develop a clear picture of which Identity Resolution areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Identity Resolution Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Identity Resolution projects with the 62 implementation resources:

  • 62 step-by-step Identity Resolution Project Management Form Templates covering over 1500 Identity Resolution project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Identity Resolution project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Identity Resolution Project Team have enough people to execute the Identity Resolution Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Identity Resolution Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Identity Resolution Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Identity Resolution project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Identity Resolution project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Identity Resolution project with this in-depth Identity Resolution Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Identity Resolution projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Identity Resolution and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Identity Resolution investments work better.

This Identity Resolution All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.