Case Study: Improve Customer Data Management
and Executive Reporting Capability


  • Our Roadside Assistance client was going through a huge change programme, implementing new front end CRM tools and a new marketing automation capability.
  • The Data Warehouse and the Exec Reporting functionality had to be significantly improved in phase 1 of the programme
  • A mix of consulting and recruitment was needed and CVM People appointed



  • We helped to define the operating model for the data and insight team and placed the first few permanent team members.
  • We were subsequently asked if we could help them with the customer data management project and we built a bespoke project team that could flex to the needs of the project.
  • The solution needed everything from Programme Director through to Interim head of departments, architects and coders.
  • The client now benefit from a flexible project delivery solution plus they have access to CVM consultants to help shape each phase of the three year programme



  • The data warehouse is now stable. The team can cope comfortably with changes coming from the new CRM systems.
  • The Exec level reporting is being delivered via Looker and the plans for increasing the personalised marketing capability is underway using Pega.
  • We have provided numerous permanent recruitment placements at the same time as managing the change programme.