[Case Study]: Bond Brand Loyalty Engages CRGroup For Data Centralization & Power BI Reporting

Bond Brand Loyalty integrates data from disparate sources in a data warehouse and uses Microsoft Power BI to increase pipeline and project delivery efficiency and effectiveness.


Bond Brand Loyalty, a marketing agency, wanted an Integrated Decision-Making Platform (IDMP)  to get continuous insights across its entire client project journey, from bidding to project delivery, to billing. Due to tremendous demand on its own resources, Bond asked CRGroup to assist in this journey. The new platform designed, developed and implemented by CRGroup now provides Bond with a 360° view of its business. The solution includes an automated SQL data warehouse and Power BI to unify different business systems used for operational, financial, and project management.

Using SQL Server for data management and Power BI for strategic analysis, Bond can now drive actions through insights, increase the speed and quality of client projects, save costs and improve margins.

The Organization

Bond is an integrated marketing services agency that provides solutions in customer experience design, brand loyalty consulting and management, CRM and digital marketing, channel and employee engagement. Bond has been recognized by Forrester, Gartner and Loyalty 360 as a market leader in Professional Services.


Serving clients that represent some of the world’s most influential and valuable brands, Bond was experiencing rapid business growth. Its nearly 500 employees dispersed across offices in Toronto, Detroit, New York, Atlanta, and Denver, had grown more dependent on each other to deliver increasingly complex solutions to its customers. However, their reliance on ad hoc communications and anecdotal decisions risked their ability to deliver.

Bond’s internal Data and Analytics Team had to work across three different business systems to support client solutions: Oracle NetSuite for CRM and financial management; Compass for preparing proposals and quotes; and Easy Projects software for project management. Compiling data manually across decentralized sources created costly inefficiencies and delays. Brian Kim, CFO of Bond Loyalty Group, said:

“Not having access to the right data and metrics on a timely basis, to  measure the success of each project and report on its progress, was a significant hindrance to our ability to scale our rapidly growing business.” Brian Kim, CFO – Bond Brand Loyalty… Keep reading. 


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