LCDP Cross-Domain Solution

Building a comprehensive customer data platform to integrate online and offline data, enabling precise marketing automation.

Timeline

Sep 2023 – Feb 2025

My Role

Main Product Designer

Platform

Web

— Project Overview —

01 | Objective

Designed an OMO-driven CDP to help brands build a full customer view and enable data-driven, targeted marketing for better conversion and growth.

02 | My Role

Led user flow, IA, interface design as a main product designer. Collaborated cross-functionally to launch the MVP, defining product vision and core features from the ground up.

03 | Challenges

Built a secure, user-friendly CDP in 6 months. The key challenge was balancing technical complexity with ease of use for non-technical users.

04 | Outcome

Defined a differentiated product position, launched the MVP with internal validation. Built a modular UI system to enhance consistency and development efficiency.

"See the people behind the data—build a customer profile that speaks."
"See the people behind the data—build a customer profile that speaks."

In the age of information overload, having data doesn’t mean understanding your customers.

In the age of information overload, having data doesn’t mean understanding your customers.

LCDP helps brands integrate scattered data across online and offline touchpoints—from ads to sales—enabling precise communication and effective conversion.

LCDP helps brands integrate scattered data across online and offline touchpoints—from ads to sales—enabling precise communication and effective conversion.

Project Background

Project Background

Project Background

Market Status|The Era of Data-Driven Marketing Has Arrived

Market Status|The Era of Data-Driven Marketing Has Arrived

Market Status|The Era of Data-Driven Marketing Has Arrived

As digital transformation accelerates, businesses are recognizing data as a key competitive asset. However, most still face three major challenges in practice:
As digital transformation accelerates, businesses are recognizing data as a key competitive asset. However, most still face three major challenges in practice:
As digital transformation accelerates, businesses are recognizing data as a key competitive asset. However, most still face three major challenges in practice:
01 | Rising Demand for Real-Time Analytics

Businesses increasingly seek cross-platform data consolidation and real-time insights to support agile decision-making and timely marketing efforts.

02 | Growing Pressure for Precision Marketing

With rising advertising costs and performance expectations, companies urgently need data-driven segmentation and marketing automation tools.

03 | Fragmented Data

Customer information is scattered across various systems like POS, official websites, CRMs, and ad platforms, making integration difficult.

UX Research

UX Research

UX Research

From Market Insights to Strategic Product Definition

In the early design phase, we conducted three key research activities to clarify the core problems:
Market Trend Analysis
Market Trend Analysis
Explored CDP market evolution and shifting enterprise needs.
Explored CDP market evolution and shifting enterprise needs.
Competitive Analysis
Competitive Analysis
Reviewed features and positioning of domestic and global CDP tools.
Reviewed features and positioning of domestic and global CDP tools.
Expert Interviews
Expert Interviews
Conducted in-depth interviews with internal PMs, data scientists, and marketing operators.
Conducted in-depth interviews with internal PMs, data scientists, and marketing operators.

Define Problems

Based on our research, we identified three core pain points:
01 | High Data Integration Barrier

Marketing teams cannot independently handle data modeling and operations, relying heavily on engineering or data teams.

02 | Lack of Real-Time Insights

Data updates are delayed, making it difficult to respond promptly to customer behavior changes.

03 | Complex and Unfriendly Tools

Many enterprise CDP tools have overly complex interfaces, creating high entry barriers for small to mid-sized brands.

Mettalic shape background image
Mettalic shape background image

Core Challenges

Core Challenges

Core Challenges

Built a data-driven capability from 0 to 1 and delivered the MVP WITHIN 6 MONTHS.

With a tight 6-month timeline to deliver the MVP, our challenge went beyond speed—we needed to balance technical complexity with user needs. To align the team and sharpen our focus, we used the HMW (How Might We) framework to reframe four key design challenges:
01

How Might We rapidly launch an MVP and validate real market needs within a limited timeframe?

02

How Might We unify fragmented data across channels, systems, and formats into a cohesive architecture?

03

How Might We ensure data encryption and privacy while enabling large-scale data exchange?

04

How Might We transform fragmented data into actionable insights through an intuitive interface for marketers and operators?

These questions guided our early design direction—helping the team stay user-centered while balancing feasibility and business value to focus on the most impactful features.

— Design Solution —

Visual Principles

Visual Principles

Visual Principles

To help marketers and operations teams easily navigate complex data, we crafted a visual system focused on clarity, consistency, and approachability.
Information clarity
Information clarity

Hierarchical structure and intuitive navigation enhance data readability and task efficiency.

Hierarchical structure and intuitive navigation enhance data readability and task efficiency.

Trustworthy interface
Trustworthy interface

Consistent layouts and a professional blue palette convey reliability and credibility.

Consistent layouts and a professional blue palette convey reliability and credibility.

Low-barrier experience
Low-barrier experience

Simplified interactions and visual language make the platform accessible to non-technical users.

Simplified interactions and visual language make the platform accessible to non-technical users.

Mettalic shape background image
Mettalic shape background image
Mettalic shape background image

Our LCDP isn't just about collecting data—it's about unlocking its value.

In response to the four core HMW challenges, we designed a comprehensive and differentiated Customer Data Platform that addresses each critical aspect — from data integration and security, to user experience and marketing applications.

Rapid MVP Launch & Unified Data Integration

We prioritized the most critical needs by focusing on three key modules: Customer Insights, Tag Management, and Marketing Automation. This ensured a seamless data loop—from collection and analysis to activation. By integrating both OMO and member data across online and offline channels, we built a unified customer profile to power smarter engagement.

Insight & Analytics Module

Understand your customers through data—no more guesswork.

Our platform offers user profile analysis (gender, age, location, interests), multi-channel behavior tracking, and data visualization. With an intuitive audience management interface, marketers can tailor strategies to different targets and make truly data-driven decisions.

Quantifying Customer Value with RFM Segmentation

Our RFM module quantifies customer value and segments users through visualized analysis, helping brands identify:

  • Who are the loyal, high-value VIPs?

  • Which customers are at risk of churning?

  • Which segments hold potential for re-engagement and remarketing?

Results are automatically tagged back to user profiles, enabling marketers to quickly launch personalized campaigns and optimize resource allocation—making every message count.

Customer Tag Management

From fragmented data to structured segmentation for smarter targeting.

By integrating first- and third-party data, we built a flexible tagging system to map the full customer journey. With dynamic segments and tag management, marketers can easily identify high-potential audiences and deliver precise messages—boosting ad efficiency and campaign performance.

From tags to action: Build ready-to-go audience packs

With tags flowing in from customer behaviors, RFM values, and engagement triggers, our system auto-packages segments into actionable audience groups. These dynamic packs allow marketers to instantly launch personalized campaigns across channels.

Marketing Automation

Turn data into action and drive real conversions.

Customize trigger conditions and marketing touchpoints to build automated customer journeys. Integrated with major push platforms, it enables true omnichannel marketing. Every campaign is trackable and optimizable in real time, supporting retargeting strategies to boost conversion rates and user engagement.

Secure Data Exchange

Turning off-site behavior into part of your first-party data.

We designed an encrypted data exchange module that enables brands to safely share consumer behavior data with partners—especially from off-site ad platforms—while staying privacy-compliant. This expands the first-party data scope and enhances conversion analysis and ad performance tracking.

Location-Based Marketing

Bringing data-driven marketing into the real world.

By incorporating location into marketing logic, we enable regional campaigns based on store visits, local preferences, and offline interactions. From national chains to neighborhood shops, brands can identify nearby active users, send targeted offers, and track offline conversion performance in real time.

— Outcomes & Impact —

Over 10+ Clients

Over 10+ Clients

Including FamilyMart — Taiwan’s largest convenience store
Including FamilyMart — Taiwan’s largest convenience store

Since the platform launch, we have successfully served over 10+ enterprise customers, including FamilyMart—Taiwan’s largest convenience store chain by retail footprint—demonstrating our strong data integration capabilities in retail and O2O environments.

Since the platform launch, we have successfully served over 10+ enterprise customers, including FamilyMart—Taiwan’s largest convenience store chain by retail footprint—demonstrating our strong data integration capabilities in retail and O2O environments.

  • 車麗屋

    麗嬰房

    Popdaily

    Up Media

    早安健康

    中天新聞

    愛上新鮮

    中時新聞網

    Omygod

    FamilyMart

    Figma

Over 20 million+ Customer Interaction Records Monthly

Over 20 million+ Customer Interaction Records Monthly

The platform now processes over 20 million+ customer interaction records monthly, spanning across e-commerce sites, apps, POS systems, and membership platforms. This forms a robust and real-time updating CDP data lake, empowering brands with deep data insights and actionable decision-making support.

The platform now processes over 20 million+ customer interaction records monthly, spanning across e-commerce sites, apps, POS systems, and membership platforms. This forms a robust and real-time updating CDP data lake, empowering brands with deep data insights and actionable decision-making support.

Tangible Growth Through Data-Driven Marketing

Within approximately six months of adopting the CDP, our clients saw an 18.5% increase in total membership, with a monthly average growth rate of 3.1%, meeting target expectations. Future efforts will focus on improving retention and conversion rates.

Although client revenue fluctuated during normal periods, precision marketing and promotional campaigns helped boost revenue to 1.5 to 3 times the usual level during peak activity. Built-in performance tracking reports, retention analytics, and automated marketing templates significantly accelerated marketing decisions and execution, resulting in better conversion and revenue outcomes.

— Takeaway —

Key Learnings

Key Learnings

Key Learnings

Comprehensive Product Thinking

Sharpened end-to-end design perspective — from market entry points and user flows to data architecture.

Cross-functional Collaboration

Aligned closely with engineering, business, and data teams to deliver results within tight timelines.

Time & Decision Management

Focused on core features and removed distractions to deliver the MVP on schedule.

Future Optimization

Future Optimization

Future Optimization

With more resources and development time, we plan to iterate and enhance the platform along the following directions — aiming to elevate both user experience and intelligent capabilities.
AI Integration

Introducing smart recommendations, automated reports, and chatbots to help marketers gain deeper insights with less effort.

Seamless Experience

Strengthening module integration and data flow to ensure smoother, more connected user journeys.

User Onboarding

Optimizing guided interfaces with contextual tutorials and step-by-step prompts to lower the learning curve for non-technical users.

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