DaVinSci

Project One: Optimising HubSpot for a Fast-Growing Events Network

The Challenge

A rapidly expanding events company had recently adopted HubSpot but was struggling to maximise its potential. Teams lacked confidence in the platform, processes were inconsistent, and key functionalities remained underused. Leadership needed a strategic action plan to optimise HubSpot’s capabilities, ensuring seamless adoption, efficiency gains, and measurable business impact.

The Solution

A full gap analysis was conducted, assessing system configurations, team workflows, and pain points through exploratory discussions with department leads. The findings informed a four-phase action plan, refined during an intensive senior leadership workshop. Key recommendations included:

Performance Tracking Framework – Establishing KPIs to measure ROI.

System Reconfiguration – Aligning HubSpot setup with sales and marketing workflows.

Training & Adoption Roadmap – Structured onboarding to boost team confidence.

Automation & Integration Enhancements – Streamlining lead capture and event follow-ups.

The Impact

Within six months, the strategy was fully implemented, resulting in:

• 30% increase in platform adoption across teams.
• Faster lead-to-event conversion through automated workflows.
• Clearer reporting for leadership to track sales and marketing performance.

By bridging the gap between technology and teams, the company transformed HubSpot from an under-utilised tool into a central growth engine.

Project Two: Building a Future-Proof Data Strategy for a Global Trade Show Organiser

The Challenge

A high-growth trade show organiser needed a comprehensive data strategy to support its expanding operations. With rapid scaling came challenges: siloed data, inconsistent collection methods, and no unified approach to analytics or compliance. The marketing team had a vision but lacked the technical roadmap to execute it.

The Solution

Despite limited initial access to internal systems, a 30-page strategic blueprint was developed, structured around four pillars:

1. Data Infrastructure Establishment
   • Tech stack integration for seamless cross-event synergy.
   • Scalable architecture to support emerging technologies.
2. Multi-Channel Marketing Communications
   • Standardised data collection and segmentation.
   • Enhanced engagement strategies through predictive analytics.
3. Data Analytics & Compliance Framework
   • GDPR-aligned data privacy policies.
   • Performance measurement frameworks for continuous optimisation.
4. Implementation Roadmap
   • Short-term quick wins (CRM hygiene, automated reporting).
   • Long-term transformation (AI-driven insights, full-stack integration).

The Impact

The strategy provided:

• A clear path from data chaos to structured intelligence.
• Improved lead generation and attendee engagement through refined segmentation.
• Future-proof compliance as the business expanded into new markets.

Leadership now had a scalable, actionable plan—turning data into a competitive asset.

Project Three: Unifying Disparate Systems with a Data Governance Framework

The Challenge
Senior leadership at a multi-faceted organisation, managing marketing and sales CRMs, finance systems, inventory platforms, and events operations, recognised a pressing need for a cohesive data governance strategy. Their aim was to establish a ‘single source of truth,’ ensuring consistency, accuracy, and reliability across all data systems.

The Solution

A full data audit identified key pain points, leading to a tailored governance strategy focused on:

Compliance & Security Enhancements – Mitigating risks with robust access controls.

Policy Standardisation – Defining data ownership, quality controls, and update protocols.

Cross-Platform Harmonisation – Ensuring seamless data flow between systems.

The Impact

The new governance framework delivered:

• A 40% reduction in reporting errors due to unified data standards.
• Faster, more accurate decision-making with real-time insights.
• Strengthened regulatory compliance across regions.

By establishing one version of truth, the business eliminated friction and empowered teams with reliable, actionable data.

Key Takeaways: The Strategic Advantage of Data Mastery

These three case studies highlight a universal truth: data is only as powerful as the strategy behind it. Whether optimising a CRM, designing a global data roadmap, or unifying governance, the key to success lies in:

1. Diagnosing gaps through rigorous analysis.
2. Tailoring strategies to business needs.
3. Ensuring execution with clear roadmaps.

For organisations looking to leverage data as a growth accelerator, the lesson is clear – invest in strategy first, technology second. When systems, people, and processes align, the results speak for themselves.

Ready to transform your data into a competitive edge? Let’s build your strategy.