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Adobe Campaign On-Premises Migration and Marketing Automation

Transitioning a global insurer’s marketing ecosystem to a private infrastructure to eliminate outages and accelerate high-volume campaign execution.

Client

A leading global integrated financial services provider and one of the world's largest property and casualty coverage specialists.

Problem Statement

The client faced constant disruptions and performance lags due to a third-party hosted marketing database, hindering timely communication with policyholders.

Industry

Insurance

Banking & Financial Services

Solution

Digital Experience

Modernization

Intelligent Enterprise

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Quick Summary

QBurst led the end-to-end design and migration of a global insurer’s marketing services from an external provider to a secure, on-premises Adobe Campaign solution. By integrating the new database with Tableau for real-time visualization, the solution provided the client with full data ownership and the ability to process massive datasets with zero downtime.

  • Data Sovereignty: Successfully migrated legacy marketing databases to a private IT infrastructure, ensuring better security and operational control.
  • Independent Workflows: Provided comprehensive knowledge transfer of customized templates, allowing the in-house marketing team to operate with 100% independence.

Client Profile

Based in the United States, the client is a top-tier global financial services entity. They are recognized for their extensive coverage in property and casualty insurance, managing a massive international portfolio that requires high-frequency, data-driven marketing engagement.
 

Challenges: Performance Lags and Third-Party Dependency

The client’s reliance on an external service provider for database hosting created a bottleneck for their digital engagement strategy.

  • Chronic Performance Issues: Nagging latency in the hosted environment frequently delayed the execution of time-sensitive marketing campaigns.
  • Operational Outages: Constant disruptions from the third-party service provider led to inconsistent communication with prospects and customers.
  • Rigid Infrastructure: The marketing team lacked the flexibility to customize complex workflows or web applications quickly within the outsourced setup.
  • Data Visualization Gaps: Integrating Tableau for meaningful insights was difficult due to the limitations of the external hosting environment.
     

QBurst Solution: On-Premises Marketing Transformation

Our architects designed a phased migration strategy to move the marketing database into the client’s private IT infrastructure. We implemented a native Adobe Campaign on-premises solution tailored to handle high-concurrency workflows.

  • Infrastructure Migration: Successfully transitioned all existing marketing data from the third-party provider to the new on-premises environment without data loss.
  • Complex Workflow Development: Our business practitioners collaborated with the in-house team to build sophisticated business case workflows for automated lead nurturing.
  • Advanced Tableau Integration: Integrated Tableau directly with the new internal database, creating customized dashboards for real-time tracking of daily marketing statistics.
  • Self-Service Enablement: Developed and handed over customized workflow templates, empowering the client’s marketers to launch new campaigns and web apps autonomously.

Key Features and Technical Highlights

The technical implementation focused on high-speed data handling and secure reporting:

  • On-Premises Adobe Stack: Full deployment of Adobe Campaign within the insurer’s secure private cloud.
  • Automated Data Processing: Optimized the system to process very large datasets rapidly, ensuring timely delivery of multi-channel communications.
  • Customized Reporting: Built bespoke Tableau reports that validate campaign performance and provide granular views of prospect conversions.
  • Workflow Templates: Created a library of reusable assets for the marketing team to ensure brand consistency across all digital touchpoints.
     

Impact: Accelerated Conversion and Operational Stability

  • Eliminated System Outages: The transition to a private infrastructure provided a reliable marketing system with zero reported outages post-implementation.
  • High Conversion Rates: Timely communications facilitated by the high-speed system directly contributed to higher prospect conversion and increased revenue.
  • Improved Data Agility: Large datasets that previously caused lags are now processed 50% faster, allowing for real-time adjustments to live campaigns.

Client

The Challenge

QBurst Answer

Technical Highlights

Impact