Case Study · Real-Time Personalization

A first-time enterprise rollout drove a 37% lift in loan applications.

Enautics had built SegmentSync, middleware designed to bridge Oracle Eloqua and Adobe Experience Cloud, but had never landed it inside a real enterprise. Working directly with the founder, I led the first production deployment at Mountain America Credit Union (MACU), then used that blueprint to roll the same architecture out to Anixter and DHL.

Role Led the engagement end to end as technical POC — schema design, audience lifecycle logic, sprint coordination, and pilot validation, then repeated the rollout for two further clients

37% conversion lift 3 enterprise deployments 2018–2020 engagement Adobe Analytics Adobe Target Oracle Eloqua
Financial Services Martech Personalization Freelance

Known customers were being treated as strangers

Enautics needed a way to prove that its middleware, SegmentSync, could connect marketing automation and web personalization in a real enterprise — starting with MACU's loan application funnel.

GOAL

Connect email behavior to web personalization

SegmentSync was built to feed email engagement (sends, opens, clicks) into Adobe Analytics and to recognize returning email subscribers the moment they landed on the website.

Email + web linked = one view of each customer's journey
GAP

Returning users looked anonymous

Without this link, a subscriber who clicked an email offer and then visited the site was shown the same generic content as a first-time visitor.

No recognition = missed cross-sell and drop-off
PROOF

No enterprise had run it yet

Enautics needed a real, production install in a regulated environment to prove the product worked before it could be sold to other large enterprises.

0 live installs = no case study, no sales proof

Why this couldn't be a vendor checkbox install

SegmentSync was new, unproven software being installed at a financial institution — every part of the rollout had to be designed from scratch and tested safely before going live.

DESIGN

No existing schema to connect the tools

Oracle Eloqua, Adobe Analytics, and Adobe Target had never been wired together at MACU — the data schemas, event rules, and audience definitions all had to be designed from the ground up.

3 disconnected tools = no shared definition of a "customer"
RISK

Financial services leaves no room for error

The loan application funnel is core revenue infrastructure for a credit union — any bug in real-time identification or targeting could break the application flow itself.

Loan funnel = direct revenue at risk if it breaks
TRACKING

Legacy analytics couldn't see the funnel

MACU's existing Adobe Analytics setup lacked the precise milestones needed to tell apart someone browsing rates from someone actively filling out a loan application.

No funnel milestones = no way to target by intent

A real-time lifecycle loop, from email to offer

As technical lead, I designed the schemas and audience logic, then coordinated engineering to build a closed loop between Eloqua, Adobe Analytics, and Adobe Target.

1
Rebuild the funnel's tracking foundation Audit → milestones

Audited and restructured MACU's Adobe Analytics setup, engineering precise event-tracking rules across the loan application pipeline so each step could be measured on its own.Adobe Analytics · Funnel tracking

2
Define a three-stage lifecycle

Designed a framework that scored users live as Aware (browsing top-of-funnel content and email), Interested (using loan calculators or rate sheets), or Engaged (actively working on a loan application).Audience lifecycle scoring

3
Sync segments to Eloqua and Target in real time SegmentSync

As a user's lifecycle stage changed, SegmentSync pushed that segment simultaneously to Oracle Eloqua and Adobe Target, keeping email and web in sync with the user's live behavior.Eloqua · Adobe Target

4
Recognize returning users and serve a pre-qualified offer

When a known user returned to the site, SegmentSync identified them instantly and handed Adobe Target their lifecycle segment, which bypassed static content to surface a loan offer matched to their stage.Real-time identification · Personalization

One pilot, then a repeatable enterprise blueprint

37%
Conversion lift
Increase in completed loan applications at MACU's alpha pilot
3
Lifecycle stages
Aware, Interested, Engaged — synced live to Eloqua and Target
3
Enterprise rollouts
MACU (alpha), Anixter, DHL — using the same blueprint

From unproven middleware to a sellable enterprise playbook

⚡

SegmentSync's first proof that it works at enterprise scale

The MACU pilot gave Enautics its first real-world deployment, its first enterprise case study, and a documented deployment playbook — turning an unproven product into one with a 37% lift to point to.

⊕

Email and web behavior in one loop

Offline email metrics now flow into Adobe Analytics, and real-time web behavior flows into Eloqua and Target — closing a loop that was previously two disconnected systems.

↻

Returning users get relevant offers, not generic pages

Known users hitting the site are recognized instantly and shown a loan offer matched to their lifecycle stage instead of static, one-size-fits-all content.

⟲

A pilot-first rollout strategy that de-risked production

An isolated pilot validated SegmentSync's latency and data integrity before it touched MACU's full production web properties — a financial-services-safe rollout model.

⤳

The same blueprint, reused for Anixter and DHL

The schemas, lifecycle logic, and rollout process built for MACU were reused as standalone implementations for two further multinational enterprises.

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