Connected Data. Connected Customers.

Aligning data, technology and processes for better engagement along your customer’s journey

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.


Why Refined Path?

Refined Path helps organizations connect with their customers. We do this by aligning data, technology and processes. Sample problems that we solve:

Disconnected data and analytics:  We integrate and analyze data to inform effective customer engagement and growth strategies.

Disjointed customer experience: We help design and implement personalized engagement at scale, based on real-time customer needs.

Insufficient collaboration across functional teams: We design workflows and implement Enterprise Resource Planning systems.

Getting the most out of Customer Data Platforms (CDP): We help clients deploy this technology to activate data for better customer engagement.

We meet a need that companies have for a specialized partner that is independent, agile and experienced.

Contact:  (917)558-7964