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Marketing Operations

Building a Shared Operating Model

Coaching a marketing operations team in product thinking while building a new collaboration framework between them and their product management partners.

Role

Product Strategy Advisor

Duration

3 Months

Industry

Retail

Focus

Product Thinking & Team Collaboration

The Challenge

A marketing operations team functioned as a solutions group, solving marketing's problems through combinations of people, process, and technology. They performed work similar to product teams but without product management foundations. The team was project-based, output-oriented, and solution-first.

They had product management partners from a separate organization, but the relationship was dysfunctional. Both sides gatekept information and spoke different languages without translating for each other. Product managers didn't understand marketing's unique environment and marketing didn't understand what to expect from product management and would self-solve for expediency, bypassing product entirely.

The result: misaligned priorities, duplicated effort, unclear ownership, and product solving problems marketing didn't care about. Meanwhile, the acceleration team was absorbing product responsibilities they weren't equipped to perform consistently, creating friction and distraction from their core mission.

6 Gaps
Identified and addressed in the partnership between solutions and product
7D Method
New process framework extending a common double diamond method.
Dual Track
Clear role delineation between solutions and product teams

What I Did

The work had two tracks: upskilling the solutions team in product thinking, and redesigning how they collaborated with their product management partners.

  • Diagnosed the root causes of dysfunction between the two teams, mapping six distinct gaps in the partnership
  • Taught the solutions team product management fundamentals — problem framing, prioritization, outcome-oriented thinking, and data-driven decision making — adapted to their operational context
  • Educated the broader organization on what to expect from product management and how to engage with product managers effectively
  • Created the 7D Method, extending the organization's use of a double diamond lifecycle, adding Diagnose, Deploy, and shared Design phases to address marketing's unique needs
  • Defined clear role boundaries: product improves technology at scale and sets its strategic direction; the solutions team makes that technology work for each marketing team's specific needs
  • Developed an onboarding framework for new product managers entering marketing, addressing the expectation misalignment that had historically derailed integration

The Frameworks

I created two frameworks: one to diagnose the dysfunction, and one to redesign how the teams would work together.

The Partnership Gaps

Before designing solutions, I mapped six gaps between the solutions team and their product management partners to understand where the relationship was breaking down.

Alignment Gap

Product solved problems marketing didn't prioritize, while marketing perceived the discovery process leading to that prioritization as endless and unfruitful.

Availability Gap

Missing product manager staffing forced the solutions team to fill in — absorbing responsibilities they weren't set up to perform consistently.

Ownership Gap

Unclear product role in a 3rd-party tool environment where marketing could self-solve, with no clear ownership of process or change management.

Capability Gap

Marketing lacked understanding of good product management, while product managers lacked the skills specific to marketing's unique environment.

Execution Gap

Standard product management approaches didn't fit marketing's reality of licensed tools, high campaign volume, and fast-moving timelines.

Interpretation Gap

Misaligned mental models, techniques, and decision-making styles — two teams speaking different languages without translating for each other.

The 7D Method

The organization's existing framework, based on the double diamond, didn't account for marketing's unique needs. I extended it into a 7-phase process that gave both teams clear ownership across the full initiative lifecycle.

Diagnose
Set the context New — Solutions leads
Preliminarily identify and frame the problem or opportunity. Determine if challenges merit further exploration before committing to a full discovery cycle — addressing marketing's perception that discovery was endless.
Discover
Understand the problem Product leads
Deeply explore user problems, market trends, and business needs through qualitative and quantitative research.
Define
Align on vision and outcomes Shared
Align marketing's vision and strategy with product's, partnering on determining outcomes, measurements, and success criteria.
Design
Two-track design New — Split ownership
Product designs technical solutions and requirements. Solutions designs process workflows, change management plans, and training strategies for each affected team.
Develop
Build the solution Product leads
Engineering, configurations, data migration, and integrations — or building out the process plan.
Deliver
Release for implementation Product leads
Testing at scale, QA, UAT, documentation, and release to production.
Deploy
Drive adoption New — Solutions leads
Launch the solution to the right teams with training, performance monitoring, and post-launch support — closing the gap where delivery had been just a push to production.

The Transformation

Before

  • Two teams speaking different languages, gatekeeping information
  • Solutions team absorbing product work without proper foundations
  • Product solving problems marketing didn't prioritize
  • No clear ownership of process, change management, or adoption
  • Project-based, output-oriented, solution-first mindset

After

  • Shared operating model and collaboration framework across both teams
  • Solutions team equipped with product thinking fundamentals
  • Clear role boundaries: product scales technology, solutions adapts it to teams
  • 7D process with explicit ownership at every phase of the lifecycle
  • Outcome-oriented, problem-first approach to every initiative

The Outcome

The solutions team adopted a product mindset and learned to frame problems before jumping to solutions, prioritize based on impact, and think in outcomes rather than outputs. They gained the confidence to push back on low-value requests and defend their decisions with data.

The 7D Method gave both teams a shared operating model with clear ownership at every phase. The new Diagnose phase prevented wasted discovery cycles by assessing whether a problem merited exploration first. The Deploy phase ensured solutions actually reached teams with proper training and change management — closing the gap where delivery had been just a push to production.

The framework also clarified the fundamental distinction between the two teams: product management improves technology at scale and sets strategic direction, while the solutions team makes that technology work for each marketing team's specific business needs. This clarity reduced friction, eliminated duplicated effort, and positioned both teams as complementary strategic partners.

Key Takeaways

Diagnose before you discover

Not every problem needs a full discovery cycle. Adding a triage step prevented the "endless discovery" perception that had eroded trust between teams.

Product thinking isn't just for product teams

Solutions teams that adopt product fundamentals — problem framing, prioritization, outcome orientation — become dramatically more effective, even without formal product managers.

Shared frameworks bridge the gap

When two teams speak different languages, a shared process model with explicit role ownership does more than any amount of communication training.