Strategic Assessment – We are adept at process documentation, assessment of bottlenecks, and the recommendation of process improvements.

Services

We are small, fast, flexible, and very easy to work with. We leverage a combination of domain expertise, practical experience, proven methodologies, and a passion for research to help our clients tackle Marketing Operations challenges. These challenges typically revolve around people (organizational design), process, systems (marketing automation tools), and data. Typical engagements involve either staff augmentation or one of the following:

Marketing Operation Works - We offer flexible Marketing Operations consultancy that provides strategic advice and staff augmentation.

Strategic Assessment – Marketing Operation Works – Silicon Valley

STRATEGIC ASSESSMENT AND STAKEHOLDER ALIGNMENT

Are you in a new role, in need of a deep understanding of your new function? Do you plan to upgrade your marketing system but require cross-functional support? Do you suspect you have dirty data, but don’t know how to get all of the issues on the table? These are all good reasons to bring in a third party to interview your stakeholders, get everyone working towards the same goals, and build a plan to realize your objectives.

Leveraging our independent, unbiased perspective and knowledge of best practices, we conduct and document in-depth, cross-functional interviews; summarize findings and recommendations, solicit stakeholder validation; and develop a prioritized roadmap with a crystal-clear project plan.

PROCESS OPTIIZATION AND DOCUMENTATION

Do you optimize and document your key processes every year? This is especially important in Marketing Operations given the complexity of the systems and the value of the data in use. If you don’t take the time to examine your processes and refine them to meet market needs, you risk losing a competitive edge.

We are adept at process documentation, assessment of bottlenecks, and the recommendation of process improvements.

METRICS REVIEW AND EXECUTIVE DASHBOARD DESIGN

Have you had an executive dashboard in place for a while? Do you know if executives are able to make the decisions they need from that data? Or have you not yet implemented a dashboard? Regardless of where you are on the ‘dashboard journey’, it’s important to conduct an annual review to ensure the things you are measuring are truly enabling good executive decisions.

Our process involves interviewing decision makers to gauge their satisfaction with current reports and dashboards, and solicits ideas for new data that would help them do their jobs better. We have a methodology for building a metrics hierarchy that maps which data pieces need to be delivered to which manager/executive, and with what frequency. We couple this with an evaluation of your systems, data flows, and data quality, and then provides you with a series of recommendations, a metrics hierarchy document, and a dashboard mock-up.

EXECUTIVE ADVISORY SERVICES

Does your boss a deliverable from you in no time flat? Do you have an idea you’d like to brainstorm with someone in confidence? Do you need research done quickly? Our Marketing Operations backgrounds include serving as the Chief of Staff for our CMOs. We love these ad hoc requests, and our most senior clients find this service of immense value.