Marketing Assessment


  • Discovery interviews and joint workshops with central and field marketing personnel (may also include IT, Finance, other groups)
  • Perform rapid detailed analysis of operational model and engagement strategy and capabilities
  • Formalize roadmap action plan to ensure key priorities addressed in context of bigger vision
  • Provide high level benefit analysis to validate human resource, external services and technology investments


  • Current state assessment (operational model/strategy, organization, process, technology)
  • Future state vision, requirements, and priorities
  • Prioritized Action Plan (quick hits, longer term strategies, organization alignment, technology investments)