Checklist

Customer Data Readiness: Best Practices for Data Leaders

AI and customer experience strategies only work when your data is accurate, trusted, and ready for action. This checklist gives data and technology leaders a clear way to assess whether their customer data foundation can support modern use cases.

Explore best practices across five critical areas:

• Use case priorities
• Data architecture and modeling
• Data quality and trust
• Unified customer profiles
• Data governance and compliance

Each section includes guiding questions to help you identify strengths, uncover gaps, and align your data with business goals.

Use this resource as a quick diagnostic tool and a roadmap to stronger data practices. Whether you are preparing for advanced analytics, personalization initiatives, or AI-driven customer engagement, this checklist will help you ensure your data is fit for purpose today and prepared for what’s next.