Rules run once, not per question
Grace periods, retention and revenue rules are applied in the load, with your agreement. No question can apply them differently.
Concierge CDP for associations
Answers your board can trust, in seconds.
Ask a question in plain English. Concierge answers from governed data on top of your existing AMS, and shows how every number was calculated.
- 770governed definitions
- 10role-based views
- 90days to a decision
Click any bar to see the records behind it.
Last yearThis year
How it was read
View the query
✓ Drill-downs tie out to the total, with no AI call
Illustration with sample figures
Explore Concierge
Select a topic
01
How it works
Follow one question from your systems to a trusted answer.
02Why it's different
Ask the same question three ways. See what changes, and what doesn't.
03Who it's for
Leadership, customer service, members and administrators.
04The pilot
Prove it on one report, in thirteen weeks, on your own data.
How it works
Governed data, with an AI agent on top.
Six layers sit between your systems and an answer. Select a layer to see what it does and why it is there.
From your systems to an answer
Select a layerYour systems stay as they are
Your AMS, events, store, email and finance systems keep running your daily work. Concierge reads the extracts and copies you already hold.
Why it matters
No replacement project and no change for staff. The pilot starts from data you have today.
* Ready-made connectors are on our roadmap.
Every load lands untouched
Data arrives in a staging area exactly as your system sent it, before anything is changed.
Why it matters
Any figure can be traced back to what the source said on the day it was loaded.
Records are cleaned and matched
The operational store brings membership, meetings, publications and store records into one consistent shape, keyed to the same member.
Why it matters
A member is one person across every line of business, so questions can cross them.
Your rules run once, and history is kept
Grace periods, retention and revenue rules are applied in the load. The warehouse keeps every member as they were each month, and every order line by day.
Why it matters
Every report uses the same rules, and "how many were in grace last March?" has an exact answer.
Every term has one meaning
770 governed definitions, each with its synonyms, guardrails and the roles allowed to see it. Your administrators edit them without code.
Why it matters
"Renewed", "renewals" and "came back" all resolve to the same approved measure.
The AI reads the question, not your tables
Ask Concierge turns plain English into a governed query. Answers arrive as a chart, table or map, with the definition, filters and records behind them.
Why it matters
The layers below decide what a question means, so the answer does not depend on how it was worded.
See it work
Your AMS knows who a member is today. Concierge keeps who they were each month. Drag the slider
Snapshot
Mar 2025
Lucía CostaM-218406 · member since Sep 2023
- Status
- Member type
- Term ends
- Dues billed
Ask Concierge
Members in grace at each monthly snapshot · illustration with sample figures
Each member whose term ends in the next 12 months gets a likelihood band and the reasons behind it.
- Dues at risk by state, member type or month
- Learns only from what was known at the time
- Scored in the monthly load, like any other rule
31,200
9,850
Very likely31,200
Likely9,850
Uncertain3,410
Unlikely1,260
Least likely582
1,842 members in the two lowest bands, with $412,600 in dues at risk.
Illustration with sample figures.
Why it's different
Skipping the data work is fast. It is also why answers change.
Some tools point an AI straight at your source systems. A model writing a fresh query against raw tables cannot promise the same answer twice. Concierge keeps the data preparation and puts the AI on top of it.
Three ways to answer a question
Concierge resolves each wording to the same approved definition. Pick a wording
Concierge CDP
Pick a wording. Watch what it resolves to.
Synonymsrenewedrenewalscame backlast year2025
MeasureRenewed members: eligible members whose term ended in the period and who renewed within the grace period
PeriodMembership year 2025
41,212One definition. One number.
Typical AI analytics
The model reads the tables and writes new SQL each time.
“How many members renewed last year?”40,987
“Renewals in 2025?”43,530
“Who came back last year?”39,844
SynonymsGuessed from column names
Grace periodSometimes counted, sometimes not
PeriodCalendar year, or membership year?
?Three wordings. Three numbers. Which goes to the board?
Illustration with sample figures. "Typical AI analytics" describes a common approach, not a named product.
Six things a board needs from its numbers. Select a row for the detail
What the board needs
AI on raw datano data preparation
Dashboards on a warehousebuilt report by report
Concierge CDPgoverned data, AI on top
The same answer, however it is askedNoIn partYes
The model writes a new query each time, so a change of wording can change the number.
Consistent for the dashboards someone built. A new question starts again.
Wording resolves through synonyms to one approved definition.
Shows how the number was reachedIn partNoYes
It can show a query, but not which business definition it meant to apply.
The logic sits inside each report, out of the reader's sight.
Every answer shows its definition, filters, source and query, and opens the records behind it.
Exact answers about past periodsNoIn partYes
It can only read what the source system holds today. Last March's status is gone.
Only where history was modelled for that report.
Every member is kept as they were each month, and every order line by day.
One answer across lines of businessIn partIn partYes
Each source is read on its own. Joining them correctly is left to the model.
When a report was designed for it.
Membership, meetings, publications and store revenue share one model, so "revenue by line of business" is one question.
Questions nobody planned forYesNoYes
Any question can be asked. Whether the answer is right is another matter.
A new question waits for someone to build a report.
Plain-English questions, answered inside the definitions your association approved.
A new measure, when you need oneIn partNoYes
Available at once, but nobody has agreed what it means.
A development request, then a release.
The layers are already in place, so a new measure is usually a definition to agree, not a system to build.
General descriptions of common approaches, not of any named product. "In part" depends on how a given tool is set up.
Data preparation is the unglamorous part. It is also what makes an AI answer something a board can use.
History is kept, not rebuilt
Monthly snapshots record every member as they were. Trends and cohorts read real history, not a guess from today's data.
One model across the association
Membership, meetings, publications and the store share members, dates and products, so one question can cover all of them.
The AI has guardrails
It may only use what the semantic layer defines, for the role asking. Personal data stays out of answers.
Who it's for
One platform, a view for every team.
Each role sees its own view of the same governed data. Select a role.
Four roles, one set of numbers
Select a role
A board that is always current
- Pin any answer; it re-runs when the board opens
- Break a card down by member type, state or period
- Alerts explain what moved and why
The whole member on one screen
- Membership, balance, orders and events together
- Grace status and balance due at the top
- Details masked until the caller is verified
Do I owe anything, and when does my membership renew?
You have one open order of $14.00. Your Professional membership renews on September 17, 2027.
Pay $14.00
Pay $14.00
Which events am I registered for?
The Regional Leadership Summit on December 18, and the Annual Convention on March 2.
Members help themselves
- Ask about balance, orders, events and renewal
- Pay an open balance in one step
- Answers come only from their own record
membership.renewed_members
Renewed members
DefinitionEligible members whose term ended in the period and who renewed within the grace period
Synonymsrenewedrenewalscame back
Visible toExecutive, Membership Director, Analyst
✓ Saved. Applies to every question from now on.
Your rules, edited without code
- Change definitions, synonyms and guardrails
- Decide which role sees which data
- Every change applies to the next question
Screens from a demo association with synthetic data.
The pilot
Prove it on one report. Then decide.
Thirteen weeks on your own data, measured against how long the report takes your team today. Select a phase.
Four phases, thirteen weeks
Select a phaseChoose one report worth proving
We pick one recurring report and three to five KPIs with you, and time how it is produced today. That baseline is what the pilot is measured against.
- An executive sponsor and one data contact
- Ten questions your staff ask today
Load your data and agree the definitions
We load a read-only extract, agree each definition with you and reconcile the results to your official figures.
- A read-only extract of your AMS data
- Your own isolated database, in a deployment you choose
Your staff run the report themselves
Your team produces the report and repeats an agreed task. We meet weekly, train your staff and support them.
- Staff training and weekly support
- Definitions reconciled to official reports
Review the scorecard and decide
We review the results together on a shared scorecard. You decide what comes next.
- A written results report
- Your data returned or deleted if you stop
What the pilot measures
TurnaroundRequest to approved report
Staff effortHands-on hours per run
AccuracyReconciled to your controls
IndependenceRun by your own staff
Common questions
Select a questionDoes it matter which AMS we use?
No. We assess the extracts and history you have and agree the mapping. Ready-made connectors are on our roadmap; today we load from data you already hold.
Do we have to replace anything?
No. Your AMS and daily work stay as they are. Concierge reads a copy of the data.
Who does what during the pilot?
Your association approves the definitions, names a sponsor, data contact and report owner, and runs the reports. We map the data, apply the definitions, reconcile the results and lead delivery.
Where does our data live?
In your own isolated Concierge database, in a supported deployment you choose. It is never pooled with another association's data.
What happens after the pilot?
The annual license includes about half a full-time specialist across the year for new KPIs and data changes, while your staff run the reporting. If you stop, you keep the results report and your data is returned or deleted.
Is it only for smaller associations?
No. Concierge is built for associations of any size, from a few thousand members to more than a million.
What does the pilot cost?
Fees depend on scope and are discussed on the first call. We are taking a small number of pilot associations.
Roadmap
Governed answers today. Action next.
A feature is listed as available only when we can show it working. Select a theme.
What is built, and what is next
Available now
- Your AMS, events, store and email data, mapped by our team from your extracts
- History built in: every member each month, every order line by day
- Business rules applied once, in the data load
- Built for a million members and more
We're working on it
- Status mapping at onboarding: your status codes matched to shared definitions from day one
- Ready-made AMS connectors for repeatable loads
- Events and purchases linked to membership: do attendees renew at higher rates?
- Email engagement: opens, clicks and unsubscribes beside purchases and renewals
Exploring
- More sources: learning systems, online store and marketplace sales, and member surveys
- A plugin built where no connector exists
Available now
- Ask Concierge: plain-English questions, answers that show their work
- Any form: chart, table, map, funnel or Excel, drillable to the records
- The director's board, always current, with analysis on any card
- Pulse: trends, unusual moves and a digest
We're working on it
- Board-wide filters that slice every card at once
- A question helper: type ? and build a question from your own definitions
- Answers from your documents (rules, procedures, manuals), with the passage used
- Rules checked against your numbers, with differences flagged
- Concierge from Claude Desktop: the same governed questions from the AI assistant your staff already use
Exploring
- More of your KPIs answered out of the box, led by what customers ask most
Available now
- Renewal Outlook: likelihood to renew and dues at risk, with reasons
- Cohorts: retention by the year members joined
- Career pipeline: students becoming professionals
We're working on it
- Alerts that come to you: an email when a watched number moves
- An engagement score for every member
- Behaviour in renewal scores: attendance, purchases and email engagement as signals
Exploring
- Campaigns from an answer: reach the members behind a number
- Campaign cost and yield, measured
Always on
One governed semantic layer
Role-based views and an audit log
Personal data out of answers
A deployment you choose
Single sign-on*
* Single sign-on: we're working on it. Roadmap as of November 2026. Plans may change, and customer priorities set the order.
How the roadmap is set
Select a ruleCustomers set the order
The questions association boards ask most come first. Our customers rank what we build next.
Updated every quarter
We publish this roadmap each quarter, and say openly when a plan moves.
Built means shown
A feature is listed as available only when we can show it working, not before.
Your scope in writing
Your agreement names the reports, definitions and features included for you.
Company
Built by people who have run association data.
DataViz Inc. has built data warehouses for associations and run their membership systems. Concierge CDP turns that experience into a product.
About DataViz
The hard part is agreeing what the numbers mean
Building a chart takes an afternoon. Agreeing who counts as renewed takes months. Concierge records those decisions once and applies them to every answer.
“Data warehousing is a process, not a product.”
Rules defined once
Agreed with you and applied to every report.
History kept
Every member as they were, every month.
Work shown
Every number comes with its definition and records.
Your team runs it
Our specialists handle the deeper data changes.
Built means shown
We list a feature only when it works in the demo.
Builds the platform
The warehouse, semantic layer, AI agent and roadmap.
Runs your pilot
Plans the work and keeps the backlog and hours visible.
Grows the network
Works with associations on where Concierge fits next.
- Company
- DataViz Inc., Virginia, United States
- Product
- Concierge CDP, for associations
- Contact
- hello@datavizinc.com
Contact
Tell us the question that takes too long.
The report that needs three people, the number nobody quite trusts, the board question that comes back every quarter. Start there.
Privacy
What we do with what you send us.
Short version: we use it to reply to you, and nothing else. This page covers the website only. Customer data in Concierge CDP is governed by each customer's agreement.
Last updated November 2026.
Who we are
This website is run by DataViz Inc., a Virginia corporation. Concierge CDP is a product of DataViz Inc. You can reach us at hello@datavizinc.com.
What we collect
The site has no accounts and no sign-up. When you send the contact form, we receive what you typed: usually your name, work email, association and the question you'd like help with. It is delivered to our mailbox by our hosting provider, Cloudflare. We use it to reply to you and to discuss a pilot if you're interested. We don't sell it, rent it or add you to a mailing list.
Cookies and tracking
We don't use cookies or advertising trackers. Cloudflare keeps standard technical logs (such as IP addresses and browser types) for a short time to protect the site and keep it running. If we count visits, we use Cloudflare Web Analytics, which sets no cookies and doesn't identify you. The site's fonts load from Google Fonts, so your browser shares its IP address with Google when the page opens.
How long we keep it
We keep your emails for as long as we're talking with you about Concierge CDP, and then for ordinary business records. Ask us at any time and we'll delete them.
Your choices
Write to hello@datavizinc.com to see, correct or delete what you've sent us. If this policy changes, we'll update the date at the top of this page.
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