Customer Background

A large healthcare provider with 11K employees wanted their marketing strategists to be more data-driven in order to improve campaign performance.

Project

The goal was to empower marketing strategists with self-service data dashboards, enhancing productivity and minimizing dependency on analysts.

Outline

The AlignAI platform enabled a self-service environment, allowing strategists to effectively use data to improve campaigns.

The Approach

The team introduced Role Specific Playbooks covering procedures for data catalog onboarding and collaboration to make meaningful improvements to existing dashboards. Best Practices content focused on data storytelling techniques and strategies to turn dashboards into actionable insights. A Use Case Registry was used to catalog business objectives and key questions to answer with dashboard solutions. Solution Documents provided clear, use-case-specific dashboard guides to drive more usage and capture feedback.

Success Metrics

Dashboard utilization saw a significant increase in use by marketing strategists. Campaign performance improved measurably due to more data-driven strategies. Turnaround time on dashboard releases and updates became faster thanks to rollout support. Analyst independence also grew — analysts increased their capacity by 20%, freeing them to refocus efforts on data and dashboard improvements instead of drafting insights.

AlignAI Package

To achieve these results, the company invested in a comprehensive AlignAI package including the AlignAI Platform (Starter license with Playbook Studio, Playbook Library, Use Case Catalog, and Solution Repository), Live Training with specialized data storytelling training for marketing strategists, and Data Catalog Onboarding Support for seamless integration to assist in onboarding use cases to the data catalog.