Setting the Stage for Scalable Analytics with Adobe CJA

A top financial services firm partnered with Concord to implement Adobe Customer Journey Analytics (CJA), with a strong focus on foundational work such as audits, stakeholder interviews, and detailed requirements gathering. To ensure a thoughtful and scalable implementation, Concord designed a three-phase approach:

Part I – Define Requirements & Identify Data Sources
Concord partnered with department leads and product owners to align on business questions and reporting needs. Through structured interviews and working sessions, we created a master requirements list and helped the client focus on an MVP that included:

• High priority reporting requirements
• Key high-value data sources needed to satisfy those requirements

Each source was evaluated for complexity and estimated implementation effort to guide planning.

Part II – Onboard Data Sources & Validate Data
With requirements and sources defined, Concord worked closely with the client’s engineering team to activate data in Adobe Experience Platform. This included:

• Configuring AEP Identity Service to unify user identifiers (e.g., email, cookie, device ID)

• Conducting several rounds of QA and data validation to ensure alignment between source systems and CJA

This phase also prompted full documentation of key metrics and their definitions, creating a trusted foundation for reporting.

Part III – Build Custom Reports & Dashboards
To promote adoption and self-service, Concord created “starter” dashboards tailored to business users. These included pre-defined metrics, segments, and calculated fields. Training sessions covered essentials like:

• Navigating Analysis Workspace
• Selecting data views
• Building journey-based visualizations