3D illustration of a marketing taxonomy filing system with labeled categories for campaign, channel, audience, product, and region, representing organized and governed marketing data.

Client
A Leading Global Beverage Company
Engagement
Apr 2026 – Oct 2026
Solution Area
Data Strategy & Governance
Service
Taxonomy Strategy, Design, Implementation & Governance

677+ Requests
Resolved through a centralized support model with clear ownership and escalation
7 Live APIs
Connecting the governed data hub to downstream planning, activation and analytics systems
+25 Points
Improvement in agency adherence to taxonomy structure

01 The Challenge

A leading global beverage company had standardized how its marketing taxonomy was created, but teams still could not count on the data behind it being current, accurate or connected.

Following a global Claravine implementation that replaced four legacy tools, the company had a governed way to create taxonomy. The harder problem came after go-live. Industry guidance on taxonomy governance is clear that agreeing on a taxonomy is only the beginning; the real test is whether it survives every handoff between teams, agencies and platforms.

Source updates did not reliably reach Claravine, teams relied on different or outdated references, and downstream systems continued maintaining their own values. Even structurally compliant data could contain incorrect values, quietly undermining reporting accuracy.

Support was fragmented across client and agency conversations, leaving no clear view of issue ownership, progress or resolution. Limited visibility into recurring problems made it difficult to prioritize integrations and improvements, while agency concerns about workflow disruption, rework and outdated client reference data further complicated adoption.

Across 9 operating units, 60+ local markets and 3 agency holding companies, the post-implementation challenge was to establish a connected source of governed marketing data, and an accountable operating model to keep it reliable, resolve issues and guide ongoing investment.

02 What We Did

Transparent Partners focused on two post-implementation priorities, a shared hub for governed marketing data and an accountable process for resolving issues, delivered through four connected workstreams.


Four-step process flow: 01 Enterprise Connectivity, 02 Reference Data Ownership and Remediation, 03 Centralized Support Model, 04 Agency Adoption and Integration

Authoritative sources integrated into Claravine
API access extended to downstream systems
One shared source for approved values
Named owners and update cadences
Three-year-stale brand list backfilled
Monthly harmonization with the brand source
Single Azure DevOps support workflow
Domain triage and response SLAs
Clear owners and escalation paths
Agency authoring workflow preserved
Read-only enterprise values, local write-back
Weekly adoption reviews

Throughout the engagement, recurring support requests were treated as a signal rather than noise. Patterns in what teams asked for directly informed priorities for new integrations, workflow improvements and enablement, so investment followed real demand.

03 The Result

Transparent Partners expanded Claravine’s role from governed taxonomy creation to a shared source of approved marketing values across a broader enterprise ecosystem.

Seven API connections went live, three additional data sources were integrated beyond the original scope, and seven business units now consume governed data beyond the initial use case.

Centralized support gave the company clear visibility into issue ownership, progress and escalation. The program resolved 677+ requests and delivered 20+ training resources. Recurring issues informed targeted improvements, including moving Campaign ID availability from a five-day lag to instant access, with dedicated vendor support replacing reliance on constrained internal engineering resources.

Agency adoption efforts improved taxonomy-structure adherence by 25 percentage points. One agency integration standardized 32 fields and enabled write-back for four while preserving the agency’s authoring workflow, and remediation of outdated brand data established recurring updates that helped rebuild agency trust.

Together, these improvements strengthened the data foundation and established operational accountability. The operational insights also informed a new engagement to build an agentic solution that extends governance and automates manual data workflows.

What We Delivered
Claravine as the Shared Source of Approved Marketing Values
7 Live API Connections Across Planning, Activation & Analytics
Centralized Support Workflow with Triage, SLAs & Escalation
Reference Data Owners, Cadences & Monthly Harmonization
Agency Integration Preserving Existing Authoring Workflows
20+ Training Resources for Client & Agency Teams

The Transparent Difference

What makes our governance operations approach different

Operating Model Over Tooling

Go-live standardized how taxonomy was created, but it did not guarantee the data was right. We treated that gap as an operating model problem, assigning owners, cadences and SLAs so reliability no longer depended on individual effort.

Adoption Without Disruption

Rather than forcing agencies onto a new process, we found an integration pattern that preserved their workflow while protecting enterprise standards. That compromise broke a migration stalemate and helped lift adherence by 25 points.

Support as a Signal

Every resolved request became data about where the ecosystem was breaking. That visibility shaped the integration roadmap, turned a five-day lag into instant access and laid the groundwork for agentic governance.

Work With Us

Ready to Turn Your Taxonomy Into Data Every Team Can Trust?

Let’s talk about how we can extend your taxonomy investment into a governed source of marketing data that every team, agency and system relies on.

Transparent Partners
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