Boehringer Ingelheim — Design thinking workshops to reshape marketing automation processes
Focus: cross-functional alignment + marketing operations redesign + scalable governance
- Problem
- Marketing automation processes had grown fragmented across teams and regions, creating slow handoffs, inconsistent execution, and avoidable rework.
- Stakeholders needed a shared view of the end-to-end process (intake → build → approvals → launch → optimisation) to improve reliability without compromising compliance constraints.
- Role
- Workshop lead and design facilitator responsible for agenda design, facilitation, synthesis, and turning outcomes into actionable artefacts.
- Partnered with marketing, marketing operations, IT, and stakeholders to converge on ownership, standards and decision points.
- Approach
- Mapped current-state workflows and pain points, including handoffs, approvals, tooling frictions, and exception patterns.
- Co-designed a future-state operating model with clearer roles, decision points, and service-level expectations for common requests.
- Translated workshop outputs into a prioritised improvement backlog and roadmap, including quick wins and longer-term process changes.
- Outcomes
- Aligned stakeholders on a shared, end-to-end marketing automation workflow and clearer ownership across key steps.
- Created a practical roadmap to reduce cycle time and inconsistencies through standardisation and governance improvements.
- Improved clarity of exceptions and edge cases, reducing ambiguity in high-friction approval and launch moments.
- Learnings
- In complex marketing ops, the biggest performance gains often come from simplifying handoffs and clarifying decision rights—not new tools.
- A lightweight governance model (standards + review checkpoints) is essential to keep automation quality consistent at scale.