Professional Documents
Culture Documents
Marketing Operations: Beth Weesner Marketing Transformation Services
Marketing Operations: Beth Weesner Marketing Transformation Services
Beth Weesner
Marketing Transformation Services
MOM Symposium
November, 2007
Agenda
• MRM and Its Role in Marketing Today
• It’s a Customer’s World
• Marketing Today
• The Broad Picture
• Where Does MRM Fit In?
Click to edit Master subtitle style
• Stakeholder Agendas
• Scope and Prioritization
• The Road to Operational Excellence
• The Six Steps to a Successful Initiative
• What to Expect Along the Way
MTS Confidential
About MTS
• Headquartered in San Francisco, CA
• Founded in 2003
• MRM subject matter experts with over 20 years combined experience
• Experienced at guiding over 40 MRM initiatives
Clients Vendor Experience
Click to edit Master subtitle style
MTS Confidential
MRM and Its Role in Marketing Today
Marketing’s Complexity Puts CMO Credibility at Stake
• Must show demonstrable business results
• Discretionary budgets will be cut if not
defended
• Gaps between departments widen as
expertise is required for new channels
• Timetomarket separates winners and
Click to edit Master subtitle style
losers
• Process methodologies must be applied
• Need more accountability and visibility
• Balance is emphasized in the investments
of Marketing mix
• Automation within Marketing becomes
critical
MTS Confidential
The Broad Picture Where Does
MRM Fit In?
How Does it Fit In?
Click to edit Master subtitle style
MTS Confidential
Stakeholder Agendas
Why is This Important?
• The Market
• Increased complexity
• Increased customer confusion
• Constantly changing expectations
Click to edit Master subtitle style
Expectations
Complexity
MTS Confidential
Confusion
What is MRM?
Click to edit Master subtitle style
MTS Confidential
Stakeholder Agendas
Click to edit Master subtitle style
Marketing Complexity
Click to edit Master subtitle style
The Road to Operational Excellence
The Six Steps to a Successful Initiative
The Road to Operational Excellence
Click to edit Master subtitle style
Strategic Assessment
Click to edit Master subtitle style
Strategic Assessment
• Identify the Business Drivers
• Conduct an Executive
Stakeholder Analysis
• Create a Unification Strategy
Click to edit Master subtitle style
• Develop the Initial Business Case
• Define the Governance Model
• Deliver the Initial Roadmap
(2 – 4 Years)
MTS Confidential
Foundational Elements
Click to edit Master subtitle style
Foundational Elements
• Change Management
• Communication Plan
• Common Language
• Common Metrics
Click to edit Master subtitle style
MTS Confidential
Project Definition
Click to edit Master subtitle style
Project Definition
• Develop Core Team
• Execute Discovery
• Reassess Initial Roadmap
• Develop Phased Scope and Plan
Click to edit Master subtitle style
• Define Phases Success Metrics
MTS Confidential
Organizational Alignment
Click to edit Master subtitle style
Organizational Alignment
• Evaluate Roles and Responsibilities
• Skill Gap Analyses
• Organizational Recommendation
Click to edit Master subtitle style
MTS Confidential
Process Optimization
Click to edit Master subtitle style
Process Optimization
• Assess Current Processes
• Recommend Process Improvements
• Document and Agree to Process
Click to edit Master subtitle style
MTS Confidential
Technology Evaluation
Click to edit Master subtitle style
Technology Evaluation
• Determine Solution Requirements
• Functional Requirements
• Technical Requirements
• Vendor Evaluation Process
• RFP
Click to edit Master subtitle style
• Demos
• Conference Room Pilots
• Implementation
MTS Confidential
Bring it All Together – Paint Picture of Success
• Need to do content
Click to edit Master subtitle style
MTS Confidential
Navigating the Alphabet Soup
Click to edit Master subtitle style
MTS Confidential