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Scope · Review · Prioritize · Roadmap

Find out what's holding your Adobe platforms back.

A scoped review of your Adobe setup, from configuration and data flows to use cases and team practices, that ends with prioritized opportunities and a roadmap to implement. It's the first phase of delivery, not a standalone report.

When it helps

Who an assessment is for

An assessment helps when you need a clear, shared picture of your Adobe setup before deciding what to implement next.

  • Progress stalled after go-live

    The platform launched, but new use cases, adoption or optimization haven't moved forward since.

  • Reports don't reconcile

    Numbers differ between Adobe applications, your CRM or internal reporting, and it isn't clear why.

  • You're planning a new use case

    You want to know whether the current setup can support it, and what would need to change first.

  • You're adding another Adobe application

    Before expanding, you want to understand how the new application would connect to what is already in place.

  • A new team has inherited the setup

    The people who built it have moved on, documentation is thin, and you need to know how it works today.

  • Something else?

    Tell us what you're trying to solve.

    Describe your setup

What we review

Application by application, and the connections between them

An assessment can cover one Adobe application or several. These are the areas it covers for each, adjusted to the scope we agree with you.

  • Customer data

    Adobe Experience Platform

    • XDM schemas and identity namespaces
    • Sources, datasets and data ingestion
    • Data usage labels, governance and consent policies
    • Sandboxes and access permissions
  • Customer data

    Adobe Real-Time Customer Data Platform

    • Audience definitions and evaluation methods
    • Merge policies and profile configuration
    • Destinations and activation dataflows
    • Consent and data usage policy enforcement
  • Content

    Adobe Experience Manager

    • Components and editable templates
    • Authoring and publishing workflows
    • Multi Site Manager and language copies
    • Asset organization and metadata in AEM Assets
  • Analytics

    Adobe Analytics

    • Data collection through Tags or Web SDK
    • Report suites, eVars, props and events
    • Data quality and consistency
    • Analysis Workspace projects in use
  • Marketing automation

    Adobe Marketo Engage

    • Lead lifecycle and scoring
    • Program and smart campaign structure
    • Salesforce or Microsoft Dynamics sync
    • Database health and reporting
  • Personalization

    Adobe Target

    • Implementation through at.js or Web SDK
    • Activity types, setup and goal metrics
    • Audiences and targeting rules
    • Reporting source, including Analytics for Target (A4T)
  • Commerce

    Adobe Commerce

    • Catalog, websites and store views
    • Extensions and custom code
    • Performance and caching
    • Version, patches and upgrade path
  • Content

    Adobe Content Management

    • Content types, templates and Content Fragment Models
    • Authoring, review and approval workflows
    • Metadata, tagging and asset expiry
    • Publishing to sites, apps and language copies
  • Other applications

    Using another Adobe application?

    Tell us what you use, and we'll tell you plainly whether we're a good fit.

  • Cross-cutting

    Across every application

    Many issues sit between applications rather than inside one, so these areas are part of every assessment.

    • Data flows between applicationsHow data moves between your Adobe applications, and where it is delayed, duplicated or inconsistent.
    • IntegrationsConnections to CRM, ERP and data platforms: what is connected, how, and who maintains it.
    • Governance and accessUser roles and permissions, data usage policies and consent handling across applications.
    • Team practices and documentationHow changes are requested, built, tested and released, and what is written down.
Adobe Solution Partner, Bronze

Maverick InnoGarage is an Adobe Solution Partner.

We implement, integrate and support Adobe Experience Cloud applications.

Adobe, the Adobe logo and Adobe product names are either registered trademarks or trademarks of Adobe in the United States and/or other countries.

How it works

Four steps from scope to roadmap

Each step has a defined output, so you can see what's been found before the final readout. The roadmap then sets the order of implementation.

  1. Step 1: Scope and access

    We agree the applications, use cases and questions in scope, who we'll speak with, and the access needed.

    Output

    Agreed scope and plan

  2. Step 2: Interviews and configuration review

    We talk with the people who use and run the platforms, and review configuration, implementation and data flows.

    Output

    Current-state observations

  3. Step 3: Findings and prioritization

    We consolidate what we found and rank opportunities by business impact, effort and dependencies.

    Output

    Prioritized opportunities

  4. Step 4: Readout and roadmap

    We walk your stakeholders through the findings and agree the sequence in which the priorities are implemented.

    Output

    Assessment report and roadmap

Deliverables

What you'll have at the end

Written for the people who will make decisions and do the work, whether that's your team or ours.

  • Platform assessment report

    How your Adobe applications are configured and used, where the gaps are, and the prioritized opportunities.

  • Current-state map

    Your applications, data flows and integrations as they work today, in one view.

  • Prioritized recommendations and roadmap

    What to address first and why, with dependencies and a suggested sequence.

  • Readout session

    A working session to walk through the findings with your stakeholders and answer their questions.

Before we start

What we'll need from you

The details are agreed at scoping. In general, an assessment needs four things.

  • Access

    Read-only access to the applications in scope where possible, or a guided walkthrough with your team.

  • A few stakeholders

    Time with the people who use, run and depend on the platforms — for example marketing, analytics and development.

  • Your goals

    The business questions, planned use cases or problems you want the assessment to focus on.

  • Existing documentation

    Any solution designs, architecture diagrams or tracking plans you already have. It's fine if there are none.

FAQ

Questions about the assessment

  • How long does an assessment take, and what does it cost?

    Both depend on the number of applications in scope and the depth of review. We agree the scope with you first, then confirm the timeline and cost before any work starts.

  • Do we need to use all of these Adobe applications?

    No. An assessment can cover one application or several, depending on what you use and what you want to understand.

  • Do you need access to our systems?

    Reviewing configuration directly gives the clearest picture, so we ask for read-only access where possible. The access needed is agreed with you at scoping.

  • Can you assess a setup that someone else implemented?

    Yes. The assessment looks at how your Adobe applications are configured and used today, regardless of who built them.

  • What happens after the assessment?

    The assessment is the first phase of delivery, so the roadmap becomes the plan for what follows. Our team then delivers the priorities with yours, whether that's implementation and integration, optimization and ongoing support, or training. The roadmap is also written so your team can act on it directly.

Start a conversation

Start with a clear picture of your Adobe setup.

Tell us which Adobe applications you use and what you'd like to understand, and we'll agree the scope of the assessment with you.