CDP Data Ownership & Portability Toolkit: Migration Cost Calculator + Vendor Questions (Data.C2)

• High-growth startups and mid-sized brands with 50-200K+ customer profiles evaluating or reconsidering their CDP

• Marketing Ops / RevOps leaders tired of vendor lock-in

• Data teams preparing for a platform switch or composable CDP move

• Consultants and agencies advising on customer data architecture

Data.C2 Workbook (PDF) A structured 20+ page framework that walks you through:

• Defining your actual ownership and portability requirements

• What “good” vs. “poor” architecture looks like

• Step-by-step due diligence process

• Objective scoring for both packaged CDP and warehouse-native options

2. Migration Cost Calculator (Excel) Ready-to-use model with:

• Pre-built component hours for a medium-sized company (250K profiles, 2 years history, 4 destinations)

• Roles & hourly rates (Project Lead, Data Engineer, CDP Spec, DevOps)

• Six workstreams: Extraction, Schema Transformation, Identity Reconstruction, Activation Rebuild, Validation & Testing, Project Management

• Automatic cost ranges + 30% contingency

3. Vendor Information Request Pack Targeted question lists you can send to vendors:

• Packaged CDP Vendor Questions (Contractual ownership, export reality, migration mechanics)

• Warehouse-Native Tool Questions (Identity resolution, Reverse ETL, Audience Builder, Warehouse)

4. Migration Cost Sizing Guide Learn exactly how to size your project (Small / Medium / Large) across every component so you can adjust the calculator for your specific data volume and complexity.

• Quantify risk — Know the true cost of leaving before you sign the next contract

• De-risk vendor selection — Get written evidence instead of verbal assurances

• Build stakeholder alignment — Present defensible, data-backed recommendations to leadership

• Future-proof your stack — Make ownership and portability non-negotiable requirements

• Save weeks of research and thousands in hidden migration costs

https://www.datawhistl.com/products/cdp-data-ownership-portability-toolkit-migration-cost-calculator-vendor-questions-data-c2/