Our Road to Success methodology

Digital transformation is a journey that consists of three essential phases. Each phase builds on the previous one and brings you closer to becoming a successful digital organization.

Phase 1: Envision

Strategy and vision
We map out your goals, challenges, and AI opportunities, and create the foundation for your digital transformation.

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Phase 2: Onboard

Implementation and activation
We translate strategy into processes, technology, and teams that work for you, ensuring a smooth implementation.

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Phase 3: Drive Value

Optimization and growth
We continue to optimize, accelerate, and stay on course. What works, we scale up. What can be improved, we refine.

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What are the deliverables of the Envision phase?

This phase is the necessary starting point of every successful digital transformation. Without a clear course, shared decisions, and insight into your customer and technology, you make suboptimal choices and miss opportunities. You gain strategic guidance, a shared customer view, and clarity on where AI and data add value.

Strategic guidance

For choices in technology, content, data, and AI. A clear framework that provides direction for all next steps.

Shared customer view

A common understanding of customer needs and behavior, with insights that enable personalization and AI-driven actions.

Stakeholder alignment

Through co-creation, ownership emerges. Crucial for change, adoption, and the successful use of new technologies.

Clear roadmap & KPIs

Concrete goals, priorities, and measurement points. Including clarity on where AI adds value or accelerates processes.
1

The kickoff of your Road to Success. We bring all stakeholders together to jointly set the direction for the journey. We lay the foundation for collaboration, define clear goals, and ensure everyone is aligned. We identify where AI solutions can make a difference for your organization and put them on the radar from the very beginning.

What can you expect?
- Introduction & objectives
- Strategic roadmap & priorities
- Organizational alignment
- Action plan & next steps

Result
A shared understanding of the ambition, priorities, and planning. Roles and expectations are clear, as are the next steps. Your organization is at the starting line, ready to tackle the digital customer journey with decisiveness.

2

The starting point of your digital transformation. In this session, we translate ambitions into concrete insights about your customers, their journey, and the role of your organization within it. We map your business goals, customer needs, and the digital landscape. We also explore how AI can help in recognizing patterns, personalizing journeys, or automating interactions.

What can you expect?
- Business goals & customer needs
- Marcom landscape & digital touchpoints
- Customer journey mapping
- Prioritization & roadmap

Result
A shared customer view, a visual customer journey, insight into your current digital landscape, and a clear roadmap with priorities. You know where your organization stands, where you want to go, and which steps are needed to get there.

3

The starting point for organizations that want to make real impact with technology. Together we discover which MarTech solutions make the difference for your customer journey, your team, and your business objectives. We explore not only DXPs and CDPs, but also concrete AI solutions such as predictive analytics, content copilots, and automation possibilities.

What can you expect?
- Inventory of current tools and MarTech stack
- Defining functional needs per target group/persona
- Exploration of relevant solutions (such as DXP, CDP, AI tools, content platforms)
- Mapping to strategic business use cases
- Defining a functional solution direction and roadmap

Result
A well-founded recommendation that helps you make targeted investment decisions. You have an overview of the relevant technologies, know how they support your objectives, and have a clear plan of action.

4

The bridge between ambition and realization. In this session, we design a digital architecture together that not only fits your current situation but is also future-ready. We design an infrastructure that is AI-ready: scalable, API-first, and with room for innovations such as Edge AI, AI-driven personalization, or automated compliance checks. No technical overkill, but a practical blueprint that enables you to grow securely and at scale.

What can you expect?
- Analysis of existing infrastructure and integrations
- Mapping of technical limitations and security requirements
- Technical design principles: cloud-native, API-first, microservices, etc.
- Development of a modular and scalable architecture
- Governance & integration approach (APIs, data flows, AI, connections)
- Implementation planning and phasing (migration plan)

Result
A concrete, agreed-upon architecture design including a roadmap for implementation. You know how systems work together, where the security and compliance frameworks lie, and how to implement step by step without disrupting your organization’s continuity.

5

This workshop helps you successfully engage the end users of your MarTech platform in digital change. We explore how to effectively introduce AI-based tooling into your organization. Think training, communication, and support for the adoption of new (AI) functionality. Because technology changes nothing if people don’t understand it, use it, or believe in it. It’s all about real adoption.

What can you expect?
- Analysis of user needs & personas
- Adoption strategy and behavioral change
- Enablement approach: communication, training, support
- Monitoring & optimization

Result
A shared adoption and enablement plan that increases the digital skills, engagement, and effectiveness of your users. With measurable KPIs, persona insights, and targeted actions, you can guide and optimize adoption in a focused way.

The Envision phase workshops

In this phase, we determine the course together. Through targeted workshops, we clearly define what you want to achieve, where opportunities lie, and how AI, tooling, and teams contribute to acceleration.

Our workshops are led by experienced strategists and consultants who understand your business. They bring not only knowledge, but also practical experience and a fresh perspective on your challenges.