Guides on marketing data standards
Ebooks, playbooks and reports from the team behind the Data Standards Platform: how to build a taxonomy, govern metadata, enrich your analytics data and get it ready for AI.
The Ultimate Guide to Data Standards for Marketers
The no-nonsense roadmap to marketing data harmony — why data chaos costs you, the anatomy of a solid taxonomy, the most common standardization mistakes, templates to align your team, and standards that hold up for AI and automation.
The AI-Ready Data Blueprint
The blueprint enterprise teams use to make marketing data AI-ready before spending more on tools — why AI pilots stall, the six characteristics of AI-ready data, a four-phase roadmap with timelines, and two enterprise case studies.
Data Governance Audit Workbook
A free audit workbook to uncover the taxonomy chaos costing you budget, time and trust in your numbers — campaign naming, custom-field sprawl, channel tracking, DAM, privacy tagging and the integration points where data silently changes.
Digital Analytics Data Enrichment
A 21-page guide to standardizing digital experience metadata at scale — what data enrichment is, how to automate it, and how to connect campaign, customer and product metadata into unified views.
Building a Data Center of Excellence
A strategic guide to marketing data transformation — the four pillars of a Data Center of Excellence, a 12-month implementation roadmap, answers to executive buy-in and team resistance, KPIs to prove ROI, and worksheets to assess your current state.
The State of Marketing Data Standards
A survey of US advertisers spending over $50M a year, with Advertiser Perceptions — how they organize and standardize marketing data, where spreadsheets still rule, and how ready they are to tag and track AI-generated assets.
22 Ways to Collect First-Party Data
With third-party cookies on the way out, a quick guide to where and how to collect first-party data — 22 methods to build out a first-party data strategy, from personalization to recommendations to product development.
The Guest Data Journey Guide
The guide hospitality marketers use to unify fragmented guest data and prove ROI — the five points in the guest journey where data silos cost revenue, a data-maturity self-assessment, a stage-by-stage roadmap to unification, and quick wins you can ship in days.
How to Build a Marketing Taxonomy
A 17-page guide with example marketing taxonomies — the critical steps in building one, the role of metadata in your marketing ecosystem, the questions to settle for an enterprise-wide taxonomy, and examples from a range of industries.
Data Standards 101: A Quick-Start Guide
A quick-start guide to data standards for marketing teams — how to move from inconsistent naming and manual report merging to one shared language for campaign data, with a crawl-walk-run-fly maturity path and the Colgate-Palmolive story.
The Mobile Linking Attribution Survival Guide
Why mobile attribution breaks down, what inconsistent deep links really cost in media spend and conversions, five warning signs your mobile tracking needs governance, and a readiness checklist to assess where you stand.
Setting the Baseline for Your Health Check
A three-step, self-serve workbook for the Claravine Data Health Check — find where your campaign data lives, export an honest sample, and write down the data standards you actually want, so the gaps become measurable.
The 2026 Healthcare Marketing Data Compliance Checklist
A 20-point audit for healthcare marketers to self-assess compliance risk in their marketing data — consent, campaign tracking, vendors and internal governance under HIPAA, GDPR and state privacy laws — plus four warning signs you're likely non-compliant.
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