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Going Agile: Using Data, People, And Technology To Optimize Automotive Subscription Services


A major automotive services subscription provider was experiencing competing strategic initiatives in the same channel. Multiple internal stakeholders were vying for the same resources and the same in-market dates.

To improve channel efficiency and effectiveness, the brand was looking to transition from its customary approach by running an agile methodology to plan, build, and deliver a better customer marketing experience.


After the client engaged Merkle for marketing operations and decisioning services, we customized an instance of Jira, a project management system for operations management, and applied an agile-based process to the company’s marketing, which included the following:

Systems: By moving communications away from email and into Jira, dashboards and calendars were established to provide operations visibility.

People: One centralized operations lead was appointed to work as a liaison and decision maker across all stakeholders, agencies, and execution resources.

Prioritization: Campaign requests are now scored by the execution team based on complexity and level of effort. Then, the operations lead prioritizes campaign requests based on business value, urgency, and readiness of campaign assets, fitting as many campaigns into one sprint as total point capacity allows.

Production: Stories are prioritized into sprints, then handed off from creative to the operations team.

Debrief: A sprint retrospective now refines the accuracy of scoring over time and informs process efficiency opportunities to maximize long-term CRM spend.

June Sprint 1 June Sprint 2
Creative Development Technical Development
Creative hands off to MOPS Execution



of campaigns launched on time and on target


sprints in five months


stories initiated

Keys to success

  • Cross-functional and multi-vendor environment that operated as one team
  • Scoring method to consistently estimate effort and timing
  • Accelerated and repeatable process that all teams had visibility into

Discover how we did it. Contact us today.

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