Martech stack documentation is vital, here are some tips to do it right

Data recovery makes it easier to share important details and reduces confusion.

It is important to keep the documentation in a martech stack. Batteries usually contain dozens of components that are used by dozens of people and it is difficult to keep everything under control. Data recovery makes it easier to share important details and reduces confusion.

There are many ways to manage documentation and the right decisions are determined by individual circumstances. It is not easy and it is a continuous process. Here are some things to keep in mind.

Program and platform

In many cases, the documentation probably starts with spreadsheets. This is a great place to start, but it has limitations.

Fortunately, there are services specifically designed to stack Martech documentation, such as CabinetM, Airstack, and Martechbase. There are also related and more common technology stacking solutions, such as StackShare and Zylo, that are helpful. These solutions provide features such as stack view, product comparison guides, output data for external use, skills tables, and import and export information.

These solutions are ideal for providing information to suppliers, but can also be useful for maintaining a variety of related documentation for internal purposes. If an organization has a wiki, this is a great candidate for submitting documentation, as most employees should have standard access. Therefore, it is a good place for people in other departments (IT, legal, and purchasing) to access information from the stack. Furthermore, the documentation on this site may contain more confidential information (such as budgets, strategic planning, and internal analysis) that is not suitable for sharing with suppliers or other external parties.

What to document

Regardless of the location (internal or external), important information can be found at a high level. Two very important pieces of information in this category include the overall purpose of the stack component and who the key figures are (supervisor, sponsor, chief technology officer, and advanced users). This information alone is very valuable because it helps indicate why a company is using something and who can request more information.

Another valuable thing for internal and external audiences is information on system integrations. Vendors, in particular, likely need to access at least high-level information so they can better tailor their efforts from where information will flow from their systems to others. Not all providers need this information, and an internal system is probably a better place for more detailed information that providers can’t access.

Contract information is another very important category of information. Important factors include contract dates, total expenses, billing cycles, and the budget funded by the contract. In addition, if applicable, the information may include the number and type of user licenses, the sources contracted, and any contractual restrictions.

An important question to answer the documentation is: How does the stacking component work in relation to the needs and objectives of the organization? If not, what is needed to fill this gap (user training, contract modification, integration work, etc.)? In many cases, the sponsor, technical leader, and advanced users are the best people to achieve the overall performance and goals of the party. A simple classification of “pass” or “fail” is usually sufficient. By documenting component needs and recommended actions, as well as target performance information, others can quickly and logically identify all required actions.

It can also be useful for managing stack overlaps. It is entirely possible that a battery has two-piece components. Sometimes there is a reason for this. Working time monitors, web management platforms (for accessibility checks, broken links, etc.), and tag reviewers, for example, scan websites to make sure they work when crawling. However, they all focus on a number of essential skills; For example, a brand reviewer isn’t confused when it comes to minute-by-minute surveys or meeting accessibility standards. In this scenario, it makes sense to have components with functional overlap, and documentation can help explain why they occur. In addition, the consultation documentation may raise doubts as to whether coverage is necessary, effective, or necessary.

One of the strongest types of information to document is free-form notes. It can include anything else specific to a single piece. It is useful to indicate the date of each note, the full names of the persons, and the explicit identification of external parties so that a wider audience can have a better idea of the decisions and circumstances.


Documenting the stack information is very important for Martech management. However, it is not easy and requires constant attention. Considering the above factors can help you determine what to do in your specific circumstances.

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