Connector Standardization Audit (Onboarding)

Connector Standardization Audit (Onboarding)

1. 01

   Inventory all client data sources and current reporting workflows

   List every ad platform, analytics tool, CRM, and spreadsheet that feeds client reports. Note which sources are pulled manually, which are automated, and the frequency of each pull.

2. 02

   Evaluate connector coverage against your client roster

   Compare your source list against the native integrations offered by candidates like Supermetrics (100+ sources), Funnel (600+ sources), and Whatagraph. Flag any source that would require a custom API build or manual export.

3. 03

   Assess data transformation and normalization needs

   Identify discrepancies in how metrics are named or calculated across platforms. Determine whether the connector can handle field mapping and custom formulas, or if you'll need a separate ETL layer.

4. 04

   Review pricing models against your retainer structure

   Calculate per-client or per-seat costs for each connector option. Compare against your average retainer to ensure the tool cost stays under a sustainable percentage, typically 5-10% of monthly fees.

5. 05

   Test white-label and branding capabilities

   If client-facing reports are part of your delivery, verify that the tool supports white-labeling. Whatagraph offers full white-label, while Funnel and Supermetrics do not, so plan for a separate reporting layer if needed.

6. 06

   Check data refresh latency and API limits

   Confirm the connector's refresh frequency meets your client SLAs. Look for rate limits or delays that could break real-time dashboards, especially for high-volume ad accounts.

7. 07

   Document a fallback plan for source or pricing changes

   Given the risk of vendor lock-in, outline how you would migrate to an alternative connector if your chosen tool changes its source coverage or pricing. Keep exportable raw data in a neutral format like CSV or a data warehouse.