umi-graphUnified Marketing Intelligence
Journeys · times out after → Time Windows · 4 of 4Lifecycle Stages · precedes → Lifecycle Stages · 5 of 6Journey Transitions · from state → Journey States · 24 of 24Journey Transitions · to state → Journey States · 24 of 24Journey Transitions · triggered by → Events · 24 of 24Content Types · delivered on → Surface · 19 of 19Content Types · may be expressed as → Creative Formats · 10 of 19Creative Formats · delivered on → Surface · 8 of 8Creative Assets · is templated by → Content Types · 1 of 1Creative Size Specifications · is supported on → Surface · 11 of 11Channel · includes surface → Surface · 16 of 16Surface · runs on → Technology Platforms · 6 of 15Surface · provided by → Vendor · 4 of 15Technology Platforms · supplied by → Vendor · 13 of 18Vendor · delivers in → Channel · 6 of 9Campaign · measured by → KPIs · 1 of 1Campaign · targets state → Consumer States · 1 of 1Campaign · contains tactic → Tactics · 1 of 1Campaign · supports goal → Goals · 1 of 1Campaign · valid during → Time Windows · 1 of 1Campaign · scoped to geography → Geographies · 1 of 1Campaign · targets audience → Audience Segments · 1 of 1Campaign · respects preference → Preferences · 1 of 1Campaign · requires permission basis → Permission Bases · 1 of 1Campaign · sets offer → Offers · 1 of 1Campaign · pursues target → Targets · 1 of 1Tactics · uses channel → Channel · 1 of 1Tactics · uses surface → Surface · 1 of 1Tactics · uses content type → Content Types · 1 of 1Tactics · valid during → Time Windows · 1 of 1Tactics · scoped to geography → Geographies · 1 of 1Tactics · targets audience → Audience Segments · 1 of 1Tactics · respects preference → Preferences · 1 of 1Tactics · requires permission basis → Permission Bases · 1 of 1Tactics · contains action → Actions · 1 of 1Tactics · uses creative asset → Creative Assets · 1 of 1Actions · triggers event → Events · 1 of 1Actions · requires offer → Offers · 1 of 1Actions · valid during → Time Windows · 1 of 1Offers · valid during → Time Windows · 1 of 1Offers · eligible in geography → Geographies · 1 of 1Events · captured on → Surface · 20 of 22Events · attributed to tactic → Tactics · 1 of 22Events · acted by consumer → Entities · 10 of 22Events · changes permission → Permission Bases · 1 of 22Signals · observes event → Events · 32 of 32Signals · implemented in platform → Technology Platforms · 30 of 32Intelligence · is evaluated by → Metrics · 6 of 6Intelligence · answers goal → Goals · 6 of 6Intelligence · advises purpose → Campaign Purpose · 6 of 6Metrics · counts in numerator → Signals · 37 of 51Metrics · counts in denominator → Signals · 29 of 51Metrics · takes as numerator → Metrics · 6 of 51Metrics · takes as denominator → Metrics · 6 of 51Metrics · computed from formula → Metric Formulas · 1 of 51KPIs · serves goal → Goals · 42 of 42KPIs · has metric → Metrics · 42 of 42Targets · sets level for → KPIs · 1 of 1Targets · quantifies goal → Goals · 1 of 1Targets · due within → Time Windows · 1 of 1Metric Formulas · takes input → Signals · 1 of 1Metric Formulas · takes input → Metrics · 1 of 1Metric Formulas · computed over → Time Windows · 1 of 1Metrics · counts occupants of → Consumer States · 1 of 51Audience Segments · selects state → Consumer States · 1 of 1Preference Types · concerns → Channel · 4 of 4Preference Types · concerns → Content Types · 4 of 4Preference Types · concerns → Creative Formats · 4 of 4Metrics · read over → Time Windows · 0 of 51Metrics · read in → Geographies · 0 of 51Metrics · read for → Audience Segments · 0 of 51Events · occurs within → Time Windows · 0 of 22Parameters · parameter of → Metrics · 10 of 11Parameters · parameter of → Attribution Models · 10 of 11Parameters · parameter of → Evidence Designs · 10 of 11Parameters · parameter of → Signals · 10 of 11Parameters · parameter of → Processing Purposes · 10 of 11Parameters · constrains → Tactics · 1 of 11Evidence Designs · calibrates → Parameters · 2 of 5Parameters · set over → Time Windows · 0 of 11Parameters · set in → Geographies · 0 of 11Parameters · set for → Audience Segments · 0 of 11Measurement Modelcarries the terms ofKPIsMeasurement Modelcomposes fromGoalsMeasurement Modelcomposes fromMetricsMeasurement Modelcomposes fromSignalsMeasurement Modelcomposes fromEventsMeasurement Modelcomposes fromTargetsData Sourcescomposes fromSignalsData Sourcescarries the terms ofTechnology PlatformsData Sourcescomposes fromVendorData Sourcescomposes fromEventsContent Typescarries the terms ofContent TypesContent Typescomposes fromSurfaceContent Typescomposes fromTechnology PlatformsContent Typescomposes fromCreative FormatsContent Typescomposes fromCreative AssetsJourneyscarries the terms ofJourneysJourneyscomposes fromJourney StatesJourneyscomposes fromConsumer StatesJourneyscomposes fromLifecycle StagesJourneyscomposes fromJourney TransitionsJourneyscomposes fromEventsJourneyscomposes fromTime WindowsTacticscomposes fromTacticsTacticscarries the terms ofChannelTacticscomposes fromSurfaceTacticscomposes fromContent TypesTacticscomposes fromAudience SegmentsTacticscomposes fromPermission BasesIdentitycarries the terms ofSignalsIdentitycomposes fromIdentity LevelsIdentitycomposes fromEventsIdentitycomposes fromIntelligenceSegmentscomposes fromAudience SegmentsSegmentscarries the terms ofConsumer StatesEvidencecarries the terms ofKPIsEvidencecomposes fromMetricsEvidencecomposes fromEvidence DesignsEvidencecomposes fromAttribution ModelsEvidencecomposes fromMeasure DirectionSettingscarries the terms ofParametersSettingscomposes fromUnitsSettingscomposes fromSetting BasesSettingscomposes fromMetricsSettingscomposes fromAttribution ModelsSettingscomposes fromEvidence DesignsSettingscomposes fromSignalsSettingscomposes fromProcessing PurposesSettingscomposes fromTacticsPermissionscarries the terms ofPermission BasesPermissionscomposes fromLawful BasesPermissionscomposes fromProcessing PurposesPreferencescomposes fromPreference TypesPreferencescomposes fromChannelPreferencescarries the terms ofContent TypesPreferencescomposes fromCreative FormatsChannelscarries the terms ofChannelChannelscomposes fromSurfaceChannelscomposes fromContent TypesChannelscomposes fromEventsChannelscomposes fromVendorIdentity & scope — 4 kinds, read as one familyIdentity &scopeEntities · 11 terms · 1 roadEntities11Time Windows · 5 terms · 10 roads · 1 facetTime Windows5Geographies · 1 term · 5 roads · 1 facetGeographies1Identity Levels · 3 terms · 0 roads · 1 facetIdentity Levels3Consumer journey — 5 kinds, read as one familyConsumer journeyJourneys · 4 terms · 1 road · 2 facetsJourneys4Lifecycle Stages · 6 terms · 2 roads · 1 facetLifecycle Stages6Consumer States · 13 terms · 3 roads · 2 facetsConsumer States13Journey States · 17 terms · 2 roads · 4 facetsJourney States17Journey Transitions · 24 terms · 3 roads · 2 facetsJourney Transitions24Creative system — 4 kinds, read as one familyCreative systemContent Types · 19 terms · 5 roads · 1 facetContent Types19Creative Formats · 8 terms · 3 roads · 1 facetCreative Formats8Creative Assets · 1 term · 2 roads · 3 facetsCreative Assets1Creative Size Specifications · 11 terms · 1 road · 1 facetCreative SizeSpecifications11Distribution — 4 kinds, read as one familyDistributionChannel · 16 terms · 4 roads · 1 facetChannel16Surface · 15 terms · 8 roads · 1 facetSurface15Technology Platforms · 18 terms · 3 roads · 1 facetTechnology Platforms18Vendor · 9 terms · 3 roads · 1 facetVendor9Eligibility & permission — 6 kinds, read as one familyEligibility &permissionAudience Segments · 1 term · 5 roads · 1 facetAudience Segments1Preference Types · 4 terms · 1 road · 1 facetPreference Types4Preferences · 1 term · 2 roads · 2 facetsPreferences1Lawful Bases · 6 terms · 0 roads · 1 facetLawful Bases6Processing Purposes · 6 terms · 1 road · 2 facetsProcessing Purposes6Permission Bases · 1 term · 3 roads · 3 facetsPermission Bases1Activation — 5 kinds, read as one familyActivationCampaign Purpose · 7 terms · 1 road · 1 facetCampaign Purpose7Campaign · 1 term · 11 roads · 3 facetsCampaign1Tactics · 1 term · 13 roads · 1 facetTactics1Actions · 1 term · 4 roads · 1 facetActions1Offers · 1 term · 4 roads · 1 facetOffers1Measurement & evidence — 16 kinds, read as one familyMeasurement &evidenceEvents · 22 terms · 8 roads · 2 facetsEvents22Signals · 32 terms · 6 roads · 3 facetsSignals32Intelligence · 6 terms · 3 roads · 1 facetIntelligence6Attribution Models · 6 terms · 1 road · 2 facetsAttribution Models6Evidence Designs · 5 terms · 2 roads · 1 facetEvidence Designs5Parameters · 11 terms · 6 roads · 4 facetsParameters11Setting Bases · 4 terms · 0 roads · 1 facetSetting Bases4Event Grain · 4 terms · 0 roads · 1 facetEvent Grain4Measure Direction · 3 terms · 0 roads · 1 facetMeasure Direction3Measure Form · 7 terms · 0 roads · 1 facetMeasure Form7Units · 7 terms · 0 roads · 2 facetsUnits7Metrics · 51 terms · 15 roads · 4 facetsMetrics51Goals · 8 terms · 4 roads · 2 facetsGoals8KPIs · 42 terms · 4 roads · 3 facetsKPIs42Targets · 1 term · 4 roads · 1 facetTargets1Metric Formulas · 1 term · 3 roads · 1 facetMetric Formulas1You are reading the Measurement Plan — open it below◇Measurement Plan↓You are reading the Instrumentation Plan — open it below◇Instrumentation Plan↓You are reading the Lifecycle Map — open it below◇Lifecycle Map↓You are reading the Campaign Brief — open it below◇Campaign Brief↓You are reading the Evidence Plan — open it below◇Evidence Plan↓You are reading the Permission Plan — open it below◇Permission Plan↓Measurement Model · drawn as a table from KPIs · reads 6 kinds▦Measurement ModelData Sources · drawn as a table from Technology Platforms · reads 4 kinds▦Data SourcesContent Types · drawn as a table from Content Types · reads 5 kinds▦Content TypesJourneys · drawn as a table from Journeys · reads 7 kinds▦JourneysTactics · drawn as a table from Channel · reads 6 kinds▦TacticsIdentity · drawn as a table from Signals · reads 4 kinds▦IdentitySegments · drawn as a table from Consumer States · reads 2 kinds▦SegmentsEvidence · drawn as a table from KPIs · reads 5 kinds▦EvidenceSettings · drawn as a table from Parameters · reads 9 kinds▦SettingsPermissions · drawn as a table from Permission Bases · reads 3 kinds▦PermissionsPreferences · drawn as a table from Content Types · reads 4 kinds▦PreferencesChannels · drawn as a table from Channel · reads 5 kinds▦Channels
Hover or tap a kind to light everything it reaches · choose one to stand on it· ↓ opens what you are reading The layer over the ground: every tab of every deliverable, and every kind a tab reads. A tab owns nothing of its own.
What the drawing means
AcrossOne band per column, left to right in the order the model declares.
DownThe kinds of that band, in the order its manifest states.
AboveThe view layer: a view owns nothing of its own; it reads the model below.
A spineHow many roads the kind carries — thicker means more of the model runs through it.
A roadOne governed relationship. Its weight is the share of the source kind's terms that complete it.
A faint roadUnder a third complete, so an unfinished region looks unfinished.
Dashed purpleA view composes from that kind; solid purple means it carries that kind's terms.
Not drawnA terminal relationship, and any typing or grounding — each is how a term is read, not somewhere a road goes, so neither is a route.
HoverLights a kind, every road touching it, and every kind on the far end.
ClickStands on it — the page opens and the map holds that node lit.
Foundations →
Dim to
Deliverables

What this model hands over

The plans a marketing operation hands over: tables for reference and jobs for doing, all read off the same terms.

  • Measurement Plan

    The plan a marketer hands over: what will be measured, from which readings, for which content. Two tables read off the same terms, and the job that builds one from a goal.

    You leave with A measurement plan: goals to readings to content, as tables a deck can carry, and a job that fills them in from the goal you already have.

    2 tables · 1 job · reads 14 kinds

  • Campaign Brief

    The brief a campaign runs on: what it does, who it may address, what it offers and where, when and where it runs, whose choice it honours, the level it commits to and the lawful ground it stands on, with every tactic beneath it designed on the same terms. One table of tactics and three jobs.

    You leave with A campaign brief that is measurable and lawful before it runs: the campaign walked to its commitments, each tactic designed to its channel, surface, content, window, geography, audience and basis, and each creative placed.

    1 table · 3 jobs · reads 23 kinds

  • Permission Plan

    The plan that says on what ground a campaign may reach a person: every permission basis with the lawful ground it rests on and the purposes it permits, and every kind of preference a person may state with the channels, content types and formats it governs. Two tables.

    You leave with A permission plan: the grounds, the purposes each permission permits and what each stated preference governs, so a campaign is cleared on the terms the law and the person set before it runs.

    2 tables · 0 jobs · reads 7 kinds

  • Instrumentation Plan

    The plan that makes a campaign observable: every instrument with the system it runs on and who supplies it, the level at which it identifies a person, the fact it observes and the question areas it informs, every channel with the surfaces it includes and what they carry and capture, and the job that finds where a fact is captured and who provides that place. Three tables and one job.

    You leave with An instrumentation plan: which instrument counts what, on which system, at what level of identity, and where each fact is captured and by whom, so a move counted only by instruments that cannot tell one person from another is seen before it is trusted.

    3 tables · 1 job · reads 12 kinds

  • Lifecycle Map

    The lifecycle as a machine: every journey with where it begins, the conditions it passes, the moves it makes and the interval after which it presumes a person has stepped back, and the segments that select from the states those journeys run on. Two tables and one job.

    You leave with A lifecycle map an automation tool can be built from: each journey as a machine with a declared start, and each segment as a rule over the same states rather than a list kept by hand.

    2 tables · 1 job · reads 8 kinds

  • Evidence Plan

    The plan that says how each reading will be believed: the design its value is established by, the rule that divides its credit where it is attributed, the way it must move, every parameter the plan has to fix and where its value will come from, and the job that pins one reading to a single definition two teams cannot report differently. Two tables and one job.

    You leave with An evidence plan: every reading with the design that establishes it and the rule that divides its credit, every parameter with its unit and the design that calibrates it, and one definition per reading, so a number is trusted for a stated reason and not because it was reported.

    2 tables · 1 job · reads 13 kinds