Worksheets

Present your insights and recommendations to stakeholders Assign actions to team members 4 5 A MarTech stack assessment must come with clear, time-bound recommendations, prioritized based on the costs and the potential impact gains of implementing them. Use visuals and charts to summarize key actions and priorities, including which tools to maintain, enhance or sunset. Here's an example of how the recommendations could be presented: Integrate data orchestration platform to the marketing automation system for contact record enrichment to help with scoring and segmentation. 1 Q1 Q1 Q2 2 3 Deploy sales enablement video tools to enable sales reps to send personalized videos embedded in their emails to increase response rates and audience engagement. Research and evaluate ABM systems to help with account targeting and engagement monitoring. ACTION PRIORITY TIMEFRAME Once you have approval for your recommended changes, assign action items to team members to get the ball rolling. Begin working with your team to cross off action items present from the assessment. Sunsetting low-impact technologies and shifting more attention toward the high performers in your stack may allow your organization to market more effectively and efficiently. Although your vendors may be able to help you understand what capabilities are available in your existing tools, their advice may come at a price. A vendor's expertise is usually limited to the system they sell and may not understand how it integrates with other systems in your stack. Plus, your vendor may push the system's advanced capabilities or other products to make an upsell or cross-sell — even if the tool isn't benefiting your organization. By contrast, an agency may be more diligent and can make more comprehensive recommendations that take other parts of your business into consideration. Need Help? Hire the Professionals to Conduct the Assessment. What if you're too busy, don't have the experience or lack the resources necessary to conduct an assessment? Working with a third-party agency like BDO Digital might be the best choice. BDO Digital MarTech Assessment Services Change is constant. When your business changes, and new folks move into key marketing roles, they may not be up to speed on the current state of the company's marketing technology stack. An assessment might be the next step to help you leverage your MarTech investments and ensure you have all the necessary tools for continued success. Let BDO Digital's award-winning team of certified professionals conduct a comprehensive assessment of your marketing technology stack to get it back on track. Contact us for more information. © 2022 BDO Digital® International, Inc. All Rights Reserved. Key Steps for Conducting a MarTech Stack Assessment

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