Customers & segments
Customer migration is part data engineering, part compliance story. We map identities, permissions, marketing consent, and B2B roles so downstream systems stay trustworthy.
How we approach it
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1
Identity & householding rules
How accounts merge, split, or stay separate — especially when legacy systems invented their own customer keys.
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2
Consent and compliance mapping
Opt-in/opt-out, double opt-in, and regional requirements — with explicit handoffs to ESP and CRM.
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3
B2B roles and pricing links
Company accounts, buyers, approvals, and price list attachments — validated against how the target platform models B2B.
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4
Reconciliation
Counts and spot checks that prove the migrated population matches expectations — with exceptions you can remediate before cutover.
Best practices
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Never “improve” consent silently
If marketing wants a cleaner list, legal still needs the truthful story of how consent was captured.
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Separate authentication from marketing identity
Password resets and SSO touch different systems — plan both before go-live.
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Validate B2B edge cases early
Parent/child accounts and delegated buyers are where migrations quietly drop permissions.
Irish Titan’s methodology starts with business first, online second — partnerships over transactions, then the platforms and marketing that ship outcomes. As a full-service agency we bring UX, design, and business process consulting alongside engineering and launch in the same delivery thread when your program needs it. We operate a Titan-only delivery model: the people doing the work are direct Irish Titan employees from our headquarters, not contractors or outsourced pods.
Read full approach on irishtitan.comContact us
Questions about Customers & segments or your broader program? We read every message and respond quickly—your note goes to the same Titan-only team: Irish Titan employees from our headquarters, not contractors.
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