Home Grown Customer Data Platform (CDP) for Omnichannel Marketing

Successfully designed and implemented a home-grown customer data platform using Matomo, achieving data unification, compliance, and high performance, while enabling data-driven decision making and ensuring long-term sustainability through team training.
Home Grown Customer Data Platform (CDP) for Omnichannel Marketing

Project Type: 

Business

Year: 

2018

Industry: 

Financial Services

Duration: 

18 Months

Services: 

Role:   

Data Engineer, Lead Engineer, Solution Architect, Managed Service

Objective

Design, Architect and engineer a home grown customer data platform (CDP) solution that leverages a fully managed Matomo hosted environment and enables omnichannel marketing capabilities

Approach

  1. Creation of current state to target state roadmap
  2. Creation of technical solution designs
  3. Run proof of concepts/proof of value
  4. Stakeholder management and consensus for solutions
  5. Gain solution endorsement with governance groups
  6. Lead engineering groups to implement solutions
  7. Enable capability and build solutions
  8. Test and validate solutions
  9. Run continuous improvement workflow
  10. Provide ongoing solution support
  11. Run business review/return on investment sessions

Outcome

The project was completed successfully within 6 months, setting up a strong base for improving customer experience and digital services in the future. The system we built worked extremely well, with no downtime or service interruptions since its launch. This success proved that our technical choices were right and made stakeholders feel confident about the system’s reliability. Our review of the project showed these main results:

  • Platform Implementation: Successfully deployed a fully managed Matomo environment integrated with custom data collection pipelines and reporting systems
  • Data Unification: Achieved comprehensive single customer view by consolidating data from multiple touchpoints and legacy systems
  • Compliance & Security: Implemented robust security measures ensuring full compliance with internal risk frameworks and data protection requirements
  • System Performance: Delivered a highly scalable solution capable of processing large volumes of customer data with minimal latency
  • Business Impact: Enabled data-driven decision making through improved customer insights and behavioral analytics
  • Knowledge Transfer: Successfully trained internal teams on platform maintenance and operations, ensuring long-term sustainability

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