When and How to Decide with Data

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A Guide for Small to Mid-Size Brands Looking to Dive In

In today's competitive digital economy, data isn't just a byproduct of business—it's the foundation for growth. Yet, for small to mid-size brands, the journey to truly data-driven decision-making can feel daunting. Limited resources, fragmented systems, and a lack of clarity on what “data-driven” really means can stall progress.

This whitepaper provides a practical roadmap for when and how to 'decide with data' as your brand scales. Using LOGE, a modern hospitality and outdoor adventure brand, as a case study, we explore how a growing business turned disconnected touchpoints into strategic intelligence, unlocking new growth, operational efficiency, and customer loyalty through thoughtful data practices.

Why “Deciding with Data” Matters for Growing Brands

While enterprise companies may have teams of analysts and robust data stacks, small to mid-sized brands often operate with lean teams and limited infrastructure. However, the importance of data-backed decisions remains the same, if not more critical, for these organizations.

A data-driven culture helps you:

  • Recognize and respond to customer needs quickly
  • Maximize ROI from marketing and operations
  • Scale processes sustainably across teams and locations
  • Avoid costly decisions based on gut or incomplete information

But deciding with data isn't about adding dashboards. It's about creating the right foundation, asking the right questions, and enabling the right decisions at the right time.


When to Start: Signals That You're Ready

You don't need to wait until you're big enough. In fact, early investments in data infrastructure often accelerate scale. Here are clear indicators it's time to make data a strategic pillar:

  • You manage multiple sales or engagement channels (e.g., online and offline touchpoints)
  • You run recurring marketing campaigns but struggle to assess what's working
  • Customer identities are spread across platforms, limiting segmentation and personalization
  • Reporting takes too long or relies heavily on manual effort
  • You've outgrown your CRM, email, or analytics tools and want a scalable alternative

LOGE hit several of these inflection points as it expanded its hospitality footprint. Their experience offers a powerful blueprint for other brands navigating the same challenges.

How to Begin: A Practical Framework

Using LOGE's transformation with Catalysis as a case study, we identify four core pillars for adopting a data-driven approach:

Unify Customer Identity Across Systems

LOGE had customer records scattered across booking platforms, gear rental systems, cafes, and OTAs. Without a unified view, engagement was impersonal and fragmented. Catalysis implemented Segment as a Customer Data Platform (CDP) to stitch together behavioral and transactional data. With custom APIs and automated profile updates, LOGE now operates with a single source of truth.

Impact:

  • Cross-channel visibility into guest behavior
  • More accurate segmentation
  • Improved onboarding and personalization

Modernize CRM and Lifecycle Marketing

LOGE's existing email tool (Klaviyo) lacked the sophistication needed for behavior-driven campaigns. Catalysis migrated the brand to Iterable, unlocking dynamic automation, seasonality-driven content, and real-time lifecycle flows.

Impact:

  • 8% MoM growth in new email subscriptions
  • Personalized pre/post-stay communication
  • Loyalty and frequency campaigns that drive repeat visits

Turn Data into Decisions with Reporting Infrastructure

LOGE's team spent hours aggregating data from 10+ tools. Monthly reporting cycles led to missed opportunities in dynamic travel seasons. Catalysis built a centralized reporting ecosystem using Power BI, Funnel.io, and custom dashboards tailored to both marketing and operations leaders.

Impact:

  • Real-time access to occupancy, booking, and rental performance
  • Aggregated campaign insights across paid and CRM channels
  • Faster, more confident decisions

Empower Teams with Data, Not Just Dashboards

LOGE didn't just need numbers. They needed alignment between marketing, ops, and leadership. Beyond technical implementation, Catalysis conducted stakeholder interviews, mapped decision workflows, and co-developed reporting frameworks that fit real-world team needs.

Impact:

  • Executive dashboards for fast strategy pivots
  • Operational reporting for location managers
  • Campaign dashboards to track channel efficiency and ROI

From Silos to Systems: The LOGE Transformation

LOGE's journey demonstrates that even brands with complex data environments can build clarity and confidence. Their transformation from fragmented systems to a centralized marketing and decision engine offers proof that growth-focused brands don't need to wait to go data-driven.

Key Results:

  • 8% growth in onboarding subscribers
  • Consolidated identity across all customer touchpoints
  • Automated behavioral marketing flows
  • Real-time performance visibility across the org
  • Improved ROI via precise targeting and reporting

Final Thoughts: Your Next Step Toward Data-Driven Growth

The move to 'decide with data' is less about flipping a switch and more about investing in momentum. For growing brands, this means starting with high-leverage areas like unifying identity, enabling personalized engagement, making reporting usable, and expanding as your business evolves.

Catalysis helps small to mid-sized companies take that first step with confidence. From CRM modernization to full-funnel reporting, our work with clients like LOGE shows that the right strategy, stack, and support can unlock transformative growth.

Ready to scale with confidence? Let's build your data foundation together.

Key tips and takeaways

  • Start Small

  • Don't wait for perfect data. Start by connecting your top 2 or 3 systems and expand from there.
  • Pick Scalable Tools

  • Choose CRM tools that can grow with your team and integrate easily with your CDP and marketing stack.
  • Focus on What Matters

  • Focus reporting efforts on a few KPIs that align to your current growth levers. More charts does not mean more clarity.
  • Drive Usage

  • A dashboard unused is a dashboard wasted. Ensure every report has a clear owner and action path.