Concierge CDPby DataViz Inc.

Roadmap

Governed answers today. Action next.

What Concierge does today, what we're building next, and what we're exploring. A feature is listed as available only when we can show it working.

Roadmap as of November 2026. Plans may change, and customer priorities set the order.

Theme 1

Connect your data

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
Theme 2

Ask and analyse

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
Theme 3

Predict and act

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.

How the roadmap is set

Four rules we keep.

  1. Customers set the order

    The questions association boards ask most come first. Our customers rank what we build next.

  2. Updated every quarter

    We publish this roadmap each quarter, and say openly when a plan moves.

  3. Built means shown

    A feature is listed as available only when we can show it working, not before.

  4. Your scope in writing

    Your agreement names the reports, definitions and features included for you.

See it on your own questions. Bring the three your board asks most.

We'll show you which of them Concierge answers today, and where the rest sit on this roadmap.

Plan a pilot How the pilot works