The Challenge
A virtual healthcare company struggled with a fragmented tech stack, critical leadership gaps, and 20% team turnover, leading to major inefficiencies in MarTech and marketing operations. A 4,000-hour+ backlog and siloed structure hindered strategic oversight, execution, and revenue-driving activities. Without intervention, these challenges threatened core revenue, future growth, and operational efficiency.
Project Description
Further Advisory was engaged to assess the Consumer Marketing Operating Model and the MarTech Strategy to identify pain points, opportunities to optimize operations, and steer 2025 Martech investments to drive ROI and measurable impact.
Outcomes Delivered
- Operating Model Assessment: Through an assessment of the operating model, we identified opportunities to improve organizational alignment, role clarity, and address knowledge drain and process inefficiencies.
- Organizational Structure Design: Designed interim and target-state organizational structures that ensure accountability and operational excellence in supporting end-to-end member journeys.
- Efficiency Initiatives: Identified four significant efficiency initiatives positioned to drive annual ROI impact and improve business continuity, valued at $3.5M annually.
- MarTech Strategy: Defined a strategy for shifting the sequencing of MarTech investments to better support revenue drivers – adoption, retention, engagement – with an integrated delivery plan to maximize Consumer Marketing ROI.
