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

What needed solving.

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

How we worked.

✓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

What changed.

—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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