A leading U.S.-based customer experience solutions company (5,900+ employees) wanted to move toward predictive analytics, but its finance team lacked the foundational data architecture needed to do it in a structured, scalable way, with siloed systems and no centralized reporting limiting cross-vertical customer behavior analysis. Marlabs conducted a comprehensive maturity assessment and produced a multi-year modernization roadmap, working through stakeholder interviews and current-state mapping, gap identification and analytics maturity scoring, initial governance recommendations and future-state architecture planning, then prioritization with phases, timelines, and KPI alignment. Using Tableau and Salesforce, the engagement delivered a clear data strategy, improved stakeholder alignment,

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