Partner Portal Mission and Alignment

The Partner Information Portal is the central resource for EDM Association Authorized and Certified Partners: the consulting and technology firms licensed to deliver DCAM and CDMC assessments and training to Association members.

Through this portal, partners access the policies, fee schedules, go-to-market materials, and reporting tools required to operate a successful partner practice and to remain in good standing under the Authorized Partner Addendum.

The portal aims to:

• Support Your Partner Practice: Provide the current fee schedules, assessment policies, and framework access rules in one place, so your team can quote and deliver engagements with confidence.
• Advance Client Data Excellence: Equip partners to guide clients through the Data Excellence Program, from initial commitment through to Diamond-level recognition.
• Enable Go-to-Market Activity: Supply approved branding, one-pagers, case study templates, and communications guidance for use in proposals and client conversations.
• Maintain Program Integrity: Make reporting obligations clear and simple to meet, protecting the value of the frameworks for every member and partner.
• Connect the Partner Community: Share quarterly community meeting materials, thought leadership opportunities, and direct access to your Regional Advocate.

Questions about your partnership, a client's membership tier, or scoring workbook access can be directed to membersupport@edmcouncil.org.

Data Excellence Program

The Data Excellence Program (DEP) is a global achievement recognition program that gives organizations a measurable journey from initial commitment through to institutionalized data management excellence. As the sponsoring Partner, your firm guides the client through every stage of that journey.

Sponsoring clients through the DEP is also how partner firms advance. Active client badges are a requirement at the Gold, Platinum, and Diamond partner tiers.

Enrolling a client follows five steps:

• Commit: Your client decides to participate and identifies your firm as their sponsoring Partner.
• Co-sign and Submit: Both parties sign the DEP Commitment and Badge Request Form and submit it to the Association.
• Review: The Association reviews the submission. Where requirements are met, the Committed badge is issued and announced.
• Deliver DCAM Activity: Training within three months, a capability-level assessment within six months, with scores submitted to the Association.
• Advance: Check in with your Regional Team at least annually. Clients reassess every 12 to 18 months to progress toward Diamond.

The program currently supports 36+ participants across 15 industries and 6 global regions. Assessment scores are submitted to the Association at every level, and a planning checkpoint is required at least annually.

Resources and Go-to-Market

Everything your team needs to represent the partnership in client conversations, proposals, and public marketing is available in the group library below. Documents can be searched, filtered, and downloaded directly.

The library is organized into four areas:

• Branding: Authorized Partner logo packet, brand usage guidelines, certified partner badge assets, and approved social media copy.
• Client-Ready Materials: EDM Association, DCAM v3, and Data Excellence Program one-pagers, plus the Partner Program overview deck.
• Case Studies: Published client success stories, the Isle of Man Data Asset Foundations white paper, and the co-branded case study template.
• Program Documents: The Authorized Partner Addendum, DEP Commitment and Badge Request Form, press release template, and quarterly community meeting materials.

All use of Association brand assets must align with the Authorized Partner Addendum. Please coordinate any public announcement of your partnership with your Regional Member Services Team before release.

Benchmark research. The Global Data Management Benchmark is structured around DCAM, which makes it a practical tool for contextualizing client assessment results and showing where an organization stands against global and industry peers.

• View the benchmark research.
• Access the benchmark viewer.

Events and thought leadership. Partner community meetings, DataVision conferences, webinars, and DCAM and CDMC certification sessions are listed on the Association events calendar. Speaking, hosting, and sponsoring at these events is how partners earn Thought Leadership points toward the next tier. View upcoming events.

Join the Community

Become part of this community to access exclusive resources, discussions, and updates from the EDM Association. This portal is for employees of EDM Association Partner organizations. You MUST join to access Partner Program resources.