How a MarTech Audit Helped Improve ROI and Save $100K+

A large CPG organization had invested in a Customer Data Platform, but the expected ROI wasn’t showing up. The platform was difficult to activate, first-party data was limited, and the business needed a clearer path for connecting with consumers in a traditionally offline category.

Drumline conducted a MarTech audit to evaluate the organization’s CDP investment, data strategy, activation opportunities, and broader marketing technology roadmap. The work helped leadership clarify what the CDP could realistically support, where the strategy needed to evolve, and how to redirect investment toward tools and capabilities with stronger business value.

CHALLENGE

A CDP Investment Wasn’t Delivering Measurable ROI

A large CPG company came to Drumline with a familiar but frustrating challenge: it had invested in a Customer Data Platform, but the business wasn’t seeing the value or ROI it expected. The technology was in place, but deployment was difficult, use cases were unclear, and first-party data was limited.

The bigger challenge was strategic. As a traditionally nondigital category, the organization needed a stronger data and analytics foundation to better understand consumers, connect offline shopper behavior to digital engagement, and make smarter decisions about its MarTech investments.

INSIGHT

CDP ROI Depends on People, Process, Data, and Use Cases

Through stakeholder interviews and discovery, Drumline identified that the CDP deployment issue was not only a technology problem. It was a strategy problem wearing a technology hat. The organization lacked the people, processes, data foundation, and aligned use cases needed to make the platform valuable.

The CDP’s capabilities were also misaligned with the organization’s objectives. By reframing the problem from “How do we make this platform work?” to “What data and technology strategy will create measurable business value?” Drumline helped the team focus on a more realistic path forward.

APPROACH

A MarTech Audit Built Around Strategy, Governance, Insights, and Activation

Drumline began by understanding the organization’s broader marketing and business goals, including measurement, product consumption, in-store sales, and consumer engagement. This shifted the engagement from a narrow CDP evaluation to a broader MarTech audit focused on data readiness, platform fit, and business value.

The discovery process included stakeholder interviews across departments and executive leadership, reviews of business and marketing plans, and an end-to-end evaluation of marketing technology, data assets, and integrations. Drumline then organized findings into four focus areas: strategy, governance, insights, and activation.

With a clearer current-state assessment in place, Drumline helped define a desired future state and align stakeholders around a shared North Star. The team then built a multiyear roadmap designed to create fast value from existing tools while setting a stronger foundation for long-term data and analytics growth.

  • Interviewed stakeholders across departments and executive leadership
  • Reviewed business plans, marketing plans, data assets, and integrations
  • Evaluated MarTech gaps across strategy, governance, insights, and activation
  • Built a multiyear roadmap for practical, measurable analytics maturity

IMPACT

$100K+ Saved and Reinvested in Higher-Value Analytics Tools

Drumline’s recommendations became the foundation for a broader organizational transformation focused on improving data literacy, marketing technology decisions, and analytics strategy. Instead of continuing to invest in a CDP that did not fit the organization’s current needs, leadership redirected resources toward tools and capabilities better aligned to its goals.

The recommendation to divest the CDP saved more than $100K, which was redirected into web analytics and other solutions better suited to the organization’s use cases. Drumline also continued supporting the client’s work to better understand digital audiences, including shoppers, brand advocates, food service partners, and other high-value user groups through behavioral attributes.

  • Saved more than $100K by divesting an underperforming CDP
  • Redirected investment toward web analytics and more relevant MarTech tools
  • Improved alignment around data literacy and analytics priorities
  • Supported audience understanding through behavioral attributes

Turning Insight Into Action

MarTech ROI rarely comes from the platform alone. It comes from clear use cases, trusted data, aligned teams, and a roadmap that connects technology decisions to measurable business outcomes.

If your organization is questioning whether its CDP or MarTech stack is delivering enough value, Drumline can help you audit what’s working, identify what’s getting in the way, and build a clearer path forward.

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