A Global CX Enterprise Finds a Clear Path to $250,000+ in Annual Savings Through an AI Roadmap Built on What Already Works
Background & Goals
One merger, two tech stacks, and a CEO mandate for visible AI results
The client is a large, publicly traded customer experience and business process outsourcing company with more than 50,000 employees worldwide. Leadership had recently combined two historically separate marketing organizations under one leader: one built to support the company's outsourcing and customer experience business, the other built to support its digital technology business. That merger left the new team holding two complete, parallel technology stacks and a wide range of AI adoption, from a team already running AI agents in production to a team still working entirely by hand.
The client's CEO had set a clear goal: show real, visible AI capability, not another slide deck. Individual employees had already found genuine wins with tools like Claude and Adobe's AI suite, but there was no shared playbook, no governance path, and no view into which AI investments were actually paying off. The client needed an outside, unbiased read on where the organization truly stood, a prioritized plan for what to do next, and an honest answer to whether its newly combined technology stack could support that plan.
The Approach
Sequencing a plan that delivers before it demands
The first problem to solve was sequencing: with two marketing teams merging, a live CEO mandate, and a tangled technology stack, Marketri needed a plan that produced value fast without over-promising.
AI Readiness Diagnostic
Scored the organization across five domains through structured stakeholder interviews, finding strong leadership alignment but a shaky data and process foundation underneath it.
Use Case Prioritization
Built a scored backlog of AI use cases tied to tools the client already owned, split into a 90-day quick-win list and a 6-to-12-month roadmap.
Toolkit & Cost Rationalization
Audited every AI tool already under contract and found that most of the capability the client needed was already paid for and simply sitting unused.
Phased Transformation Roadmap
Sequenced every recommendation by dependency instead of by date, so the plan would hold even as timing and priorities shifted.
Tech Stack & Integration Assessment
Mapped both merged organizations' technology stacks and scored ten integration gaps by friction, value, and effort to find the fastest path to relief.
Governance & Role Evolution Guide
Delivered a lightweight AI governance playbook and a role-evolution framework so every team could start building without waiting on IT.
Midway through the AI readiness work, a pattern became clear: the client's real constraint wasn't AI skill or appetite. It was two disconnected legacy technology stacks left over from the corporate reorganization, each with its own CRM, marketing automation platform, and project management tool.
Rather than force a single AI roadmap onto two incompatible systems, Marketri scoped a second, focused engagement to evaluate the technology stack on its own terms, recommend a low-risk way to connect the two systems without a disruptive migration, and quantify the savings hiding in duplicated tools.
“Keep both CRMs. Connect them with Make. Stop paying twice.” That single reframe — fix the connection, not the platforms — became the finding that unlocked the rest of the roadmap.
The Results
Savings identified before a single new tool is purchased
$250,000+
in annual savings identified across both engagements, with a directional path to $750,000–$1 million by 2027 as adoption scales.
The path runs on the same discipline behind the roadmap itself: scale what already works instead of piloting from scratch, and fix the technology floor before adding anything new. A $75,000 phase-one role action, paired with a directional $51,000 in expected annual savings from consolidating duplicated marketing tools, covers roughly half of the 2026 target before a single new AI license is purchased.
8.5/10
Strategic Alignment — highest-scored readiness dimension, CEO-driven
6
Integrations Sequenced — build-ordered fixes for the two merged tech stacks
$5K/yr
New AI Spend Required — nearly all needed capability was already under contract
You guys listened. You heard me.
VP of Marketing, Global CX & BPO Enterprise
Ready to turn AI readiness into AI results?
Marketri helps mid-market and enterprise teams build AI roadmaps grounded in what already works, not what's trendy.
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