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Providing Personalized Communication to Members

June 1, 2022

By

Transparent Partners

The ASK

Evaluate Email Service Providers (ESP) and SMS technologies currently leveraged across the enterprise to expose opportunities for optimization focused on: 

  • Functional capabilities
  • Technical configuration
  • Operating model design
  • Workflow management
  • Data consumption and creation
  • Potential for consolidation

THE APPROACH

Identified and established a record of all ESP & SMS technologies embedded with the Brand’s ecosystem (internal and external use).

Partnered with key stakeholders to align around current-state needs and future-state ambitions through documentation of use cases.

Evaluated current-state technical capabilities, operational processes and resource availability against prioritized Marketing use cases to uncover gaps and opportunities for remediation.

Designed an optimal future-state ESP and SMS partner infrastructure and data flow design to address requirements.

Distilled the future-state design into an actionable roadmap guiding the Brand through recommended timing and sequencing of key initiatives to achieve the desired state.

THE OUTCOME

  • Completed a cost benefit analysis of Email and Messaging resources and operating process to inform business case for the proposed model
The following are in-progress or pending activation:
  • Deprecation of seven disparate systems and consolidation onto a single email planning and distribution platform designed to support all outbound marketing communications
  • Streamlining of email data pipelines to enable more robust targeting, content optimization and insights
  • Identification and implementation of Customer Data Management and Digital Asset Management capabilities
  • Migration of external commercial and prospecting communications to the internal communications platform
  • Design and implementation of an operational workflow articulating the process and associated ownership through which initiatives will be deployed