Healthcare Case Study
CDP onboarding and customer data strategy for a healthcare platform
A digital healthcare platform needed to connect fragmented profile data, define activation use cases, and make a CDP investment commercially usable.
Challenge
Customer and practitioner data lived across multiple tools, while segmentation and personalization plans were moving faster than the data model and governance needed to support them.
Approach
- Prioritized CDP use cases before expanding platform scope.
- Defined profile structure, identity needs, and data flow requirements across teams.
- Built a phased customer data roadmap to connect onboarding, governance, and activation.
Outcomes
Stronger alignment between data capture and activation goals
Clearer CDP onboarding scope and success criteria
Reduced risk of underused platform investment
Better readiness for personalization and segmentation
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