Connect with your customers by aligning your data, teams & technology

Understand your patient's cross-channel behavior, personalize experiences with first party data and get the most out of your marketing technology platforms

360° Analytics and Data Activation

Effective cross-channel engagement starts with a deep understanding of your customer’s journey.  We help you understand how your customers use combinations of channels to interact with your organization. We map out journeys, by segment and clearly identify opportunities for improvement. Employee experiences are critical to success – we map those too.

We bring experience with all kinds of qualitative and quantitative data sources. We can provide a community platform for virtual focus groups or for ongoing insights.  We also develop first party data strategies and design use cases that will be essential in your engagement strategy.


 Customer Engagement Architecture

You have a marketing stack but does everyone in your organization know how to use it in concert? We help clients overcome this by developing a customer engagement architecture.  

The architecture starts with the customer journey which informs robust use cases. These cases develop data and technical requirements. We help clients get the most out of what they have and source new capabilities if needed.  This can include implementing a customer data platform or ERP.  Our blueprint also includes designing new workflows that maximize automation and support cross-functional collaboration and orchestration.


Transformation Project Management

Implementing transformation initiatives is hard.  Barriers include legacy systems, risk aversion and an inability to work across silos.

We find that success requires a specialist managing the process. A manager who keeps things on track, identifies and addresses issues head on and provides clear communication to all stakeholders throughout the process.

Refined Path is able to provide technical project management for cross-enterprise initiatives. Driving adoption for better omni-channel customer engagement and improved operational excellence.


What we do:

We’re an independent consultancy that helps organizations effectively engage with their customers across all channels. We do this by aligning data, marketing technologies and processes.

Why Refined Path?

When your team needs help understanding and connecting with your customers – This may include implementing and getting the most out of a customer data platform (CDP). Or you may be looking for a project manager for an important transformation.  We fill a need that organizations have for a specialized partner that provides:

Agility:  We are fast, flexible and bring agile methods for understanding customer needs and implementing effective engagement strategies.

Experience: We have more than twenty years in customer insights, media and transforming digital customer experiences for leading brands.

Efficiency: We maintain low overhead and develop pragmatic strategies that start by getting the most out of existing data and technologies.

Leadership: We are able to work alongside senior-level executives and effectively manage enterprise-wide projects.

We have worked with CVS Health, Hospital Corporation of America and WebMD.

Contact:  (917)558-7964