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Dell Boomi - Marketing Process Improvement
NAICS
541613 Marketing Consulting Services
Date
2022-2023
Project Activity
Marketing Managed Services - Marketing Campaigns
Technical Expertise
Salesforce, Marketo, WordPress, Zoho, Asana, Excel
Project Description
Revitalized Boomi's marketing operations, securing a $400k renewal by implementing robust QA processes and improving visibility through detailed reporting, ensuring error-free campaign execution. This case demonstrates our capability to turn around at-risk accounts through meticulous planning, execution, and continuous process improvements.
This case demonstrates Pierce Systems' capability to turn around at-risk accounts through meticulous planning, execution, and continuous process improvements.
CHALLENGES:
• Quality Assurance (QA) Issues: Frequent errors in marketing campaign execution had eroded client confidence.
• Insufficient Project Visibility: A lack of clear tracking and reporting mechanisms hindered effective project oversight and resource utilization.
• Account at Risk: Due to the aforementioned issues, the client relationship was on the verge of termination before Pierce Systems was hired, necessitating immediate remediation when Pierce Systems came onboard.
STRATEGY:
• Internal QA Implementation: Pierce Systems introduced rigorous QA processes to catch and correct errors before campaign deployment.
• Weekly Utilization Tracking: A tracking system was established to monitor and report on resource utilization, ensuring transparency and accountability.
• Meticulous Project Management: The team at Pierce Systems took charge of the critical WordPress migration project, which was executed flawlessly, demonstrating the capability to deliver high-stakes projects under pressure.
• Collaboration and Communication: Regular status meetings and the use of project management tools (such as Asana) facilitated better coordination among global teams and with the client.
• Dashboard Reports: The introduction of dashboard reports provided real-time insights into project status, resource utilization, and QA performance.
• QA Checklists: These were implemented to standardize quality checks across all marketing deliverables, further reducing the incidence of errors.
RESULTS:
• Account Renewal Secured: Through proactive management and demonstrating a commitment to error-free production, Pierce Systems secured a $400k account renewal without the need for a competitive RFP process.
• Enhanced Client Confidence: The successful completion of the WordPress migration and the implementation of QA improvements restored client confidence, moving the account from being at risk to stable.
• Smooth Transition for New Client Manager: Facilitated a seamless handover to a new Client Manager, ensuring continuity and maintaining the momentum of improvements.
• Long-term Process Improvements: The new processes and tools introduced by Pierce Systems are now integral to the Boomi account’s operations, ensuring sustained performance and client satisfaction.
