PRODUCTS
First Things First™
First Things First™ is The JAY Group’s priority-based model for loyalty program/database development. We use this approach to ensure the most appropriate solution is achieved. The goal of this phase of database development is to provide a solid, easily-understood foundation upon which all other phases depend.
First Things First is the initial step in successful CRM development. With it, we can ensure that customer-centric planning is in place. According to CRMGuru.com’s 2002 study The Blueprint for CRM Success, “The presence of customer-centric strategies is the leading predictor of CRM success, and by a substantial margin.”
First Things First comprises three main tasks:
- Marketing Environment
- Understanding the overall rationale, purposes, and uses of the marketing database
- Understanding the priority business objectives and strategies
- Review of current and planned marketing programs
- Understanding of current customer segmentation schema
- Ensure customer-centric marketing is in place or planned
- Determine the most appropriate suite of marketing tools
- Research and develop the Marketing Plan
- Understand roles and responsibilities of all project stakeholders
- Understanding the overall rationale, purposes, and uses of the marketing database
- Program Assessment
- Evaluating the feasibility for developing the envisioned solution
- I.T. Infrastructure assessment, including hardware, software, communications, personnel
- Marketing infrastructure assessment, including management and tactical positions
- Information assessment, including size, scope, and availability of any pertinent data desired for marketing purposes
- Evaluating the feasibility for developing the envisioned solution
- Synthesis
- Taking into account information from the above tasks, provide a recommended solution
- Envisioned program structure
- Prioritized data source list
- Hardware, software, and communications
- Personnel and support
- Estimated logical data model
- Taking into account information from the above tasks, provide a recommended solution


