Marketing Automation Migration

We helped a leading healthcare provider transition from their outdated marketing automation platform to Braze without disrupting their ongoing patient communications.

The Challenge

The client was using a legacy marketing platform that lacked modern capabilities and was becoming increasingly expensive to maintain. They needed to migrate years of customer data, complex automation flows, templates, and campaigns to Braze with minimal disruption to their healthcare communications.

Our Approach

We developed a phased migration approach:

• Comprehensive audit of existing campaigns, templates, and automation flows
• Data mapping strategy to preserve historical engagement data
• Custom ETL process for secure patient data migration
• Rebuilding of 40+ email templates with improved responsive design
• Recreation and optimization of 25+ automation workflows
• Parallel running of systems during transition to ensure continuity
• Comprehensive testing protocol for compliance with healthcare regulations
• Training program for marketing team on the new platform

Results

The migration to Braze delivered immediate benefits:

• Zero disruption to critical patient communications
• 43% reduction in marketing technology costs
• 29% improvement in email deliverability
• Simplified compliance with healthcare data regulations
• Reduced campaign setup time from 4 hours to 45 minutes
• Enhanced personalization capabilities for patient communications