WHAT'S INCLUDED
- Data audit. Current-state inventory of customer data across sources, systems, and silos.
- Unification strategy. Identity-resolution approach, privacy framework, and use-case prioritization.
- CDP or platform selection. Vendor-neutral evaluation against your specific use cases.
- Data architecture. Source-to-activation pipeline, governance, and quality controls.
- Identity resolution. Deterministic and probabilistic matching with accuracy targets.
- Unified profile build. Customer profiles across transaction, behaviour, and consent data.
- Activation integration. Email, SMS, ad platforms, and personalization tools — connected to unified profiles.
- Governance framework. Data access, consent management, and regulatory compliance.
- Measurement. Attribution infrastructure activated against unified-profile audiences.
WHEN THIS SOLUTION FITS
- Customer data fragmented across CRM, commerce, email, web, app, and ad platforms.
- Identity resolution failing — the same customer counted differently in different systems.
- Marketing activation blocked by data unavailability or quality issues.
- Privacy and consent management requiring upgrade for PIPEDA, GDPR, CCPA, or industry-specific rules.
- Post-acquisition integration of multiple customer-data stacks.
WHEN IT DOES NOT FIT
- Pure analytics improvement without activation — use our Data & Analytics practice.
- Small-scale first-party data work — use our Data Management practice for targeted scopes.
HOW THE PROGRAM RUNS
- Audit (months 1–2). Data inventory, quality assessment, identity-resolution audit, and gap analysis.
- Strategy (months 2–3). Use-case prioritization, platform requirements, governance framework.
- Select (months 2–4). Vendor-neutral CDP or platform evaluation with documented scoring.
- Build (months 3–8). Implementation, identity resolution, profile build, and activation integration.
- Activate (months 6–10). First-wave activation across 2–4 use cases with measurement.
- Operate (months 10–12). Handover to internal team with governance, quality, and measurement protocols.
WHAT YOU'LL GET
- A data audit document — current-state inventory, quality, and gaps evidenced.
- A unification strategy — identity resolution, governance, and use-case priority.
- A CDP or platform selection — scored, documented, and implemented.
- A unified customer profile — operating across transaction, behaviour, and consent.
- Activation integrations — with email, SMS, ad platforms, and personalization.
- A governance framework — access, consent, and compliance protocols.
- A measurement layer — attribution against unified-profile audiences.
CDP PLATFORMS WE'VE IMPLEMENTED
Segment · mParticle · Tealium · ActionIQ · Treasure Data · Adobe Real-Time CDP · Salesforce Data Cloud · Hightouch / Census (reverse ETL) · Snowflake-native CDP patterns · Custom-built on Snowflake, BigQuery, or Databricks.
Vendor selection is based on your use cases and constraints, not on our relationships. We publish evaluation criteria with every engagement.
SELECTED WORK
- Confidential retailer — CDP + identity resolution → unified profiles across [X]M customers; activation across [X] channels. Read case →
- Financial services client — Customer data unification → segmentation accuracy up [X]%, paid-media waste down [X]%. Read case →
- Travel & tourism client — Loyalty + CDP integration → lifetime value per member up [X]%. Read case →
RELATED READING
- Stand Up an AI Practice
- Replatform a Legacy Application
- Revenue-Accountable Marketing Partner
- Voice of Customer Program Playbook
- Best Research Agencies in MENA 2026
SOURCES & FURTHER READING
- Data Management practice
- Data & Analytics practice
- Digital Marketing practice
- IAB Unified ID 2.0 — https://unifiedid.com/
- CDP Institute — https://www.cdpinstitute.org/