Independent advice
A six-week global CMS and martech review with nothing to sell at the end of it.
Five vendors shortlisted against eleven evaluation areas across the group's markets, delivered in six weeks as a senior consultant alongside TrinityP3. No implementation interest in the outcome.
- Duration
- Six weeks
- Shortlist
- Five vendors
- Criteria
- Eleven evaluation areas
The situation
ESR Group needed to choose a content management and marketing technology stack across its markets.
Technology selection is where vendor interest is hardest to see and most expensive to get wrong. The review was run from outside the delivery chain for that reason.
The approach
- 01
Requirements and definition
Agree what the group actually needs the platform to do, before looking at any vendor.
- 02
Selection and validation
Take the market down to a credible shortlist of five against the agreed requirements.
- 03
Evaluation and analysis
Score the shortlist across eleven evaluation areas so the recommendation could be interrogated line by line.
The client's view
We partnered with Trinity P3 for a Digital Marketing tender process. They provided a robust and comprehensive evaluation of the digital landscape while providing invaluable insights and strategic advice along the process. Anton and the team were great to collaborate with and a pleasure to work with and has set us up to deliver digital marketing excellence.
The result
- Five vendors shortlisted from the global market in six weeks.
- Eleven evaluation areas applied consistently across the shortlist.
- Delivered as a senior consultant with TrinityP3, so the recommendation carried no implementation interest.
As always, Anton provided invaluable guidance and smart options to consider. He is an excellent strategic partner and a good human. I look forward to working with him again.
What this work is
Marketing Advisory, in practice
The ESR Group engagement is one example of how this kind of work runs. The approach is sized to the decision, not to a retainer.
See how marketing advisory works →Read next
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