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OpenText · Post-acquisition GTM transformation

Integrating two demand organizations and two ways of working.

The organizational announcement happened on a date. The real integration required months of technology transition, difficult coverage choices, listening, adjustment, and trust-building while Sales continued to operate separately.

Overlapping systems.
Different operating histories.

The acquisition brought together two demand organizations using different GTM models, processes, data, reporting, and platforms. These included 6sense and Demandbase; Eloqua and Pardot; smaller Marketo and HubSpot use cases; and Power BI and Tableau.

My mandate

Design and lead the combined demand organization

Between January and April 2023, I co-designed the organization with the OpenText marketing leader. In April, I assumed leadership of the integrated demand team while the Sales organizations remained separate.

The practical reality

Operate through the transition

Some team members had to work in two systems until the technology environments merged. Shared planning, lead flow, reporting, and execution still had to function while the underlying platforms and sales relationships remained divided.

Balance business-unit needs with available capacity.

There were not enough marketers to provide dedicated business-unit coverage in every smaller European country. We created cross-business-unit country coverage. It was a necessary decision that was initially unpopular with Sales.

Coverage

Make the constraint explicit

Some business units received less dedicated support. Senior marketing leaders spent more time with the corresponding senior sales leaders to understand priorities and work through the gaps.

Refinement

Stabilize the model over six months

We adjusted responsibilities and coverage based on what teams and sales partners experienced. The model became more workable while continuing to evolve.

Trust

Let people influence the outcome

Not every request could be accepted, but smaller changes showed that people had been heard. Those refinements reduced friction and helped the integration move forward.

Create coherence across teams, systems, and rhythms.

The work extended beyond the organization chart into the infrastructure required for the combined team to plan, execute, measure, and partner with Sales.

Platforms and reporting

Build shared infrastructure

We standardized selected platforms, connected OpenText and Micro Focus reporting through seven Power BI dashboards, used Beacon as a common interface, and improved attribution, lead flow, intake, and data hygiene.

Operating relationships

Bridge the organizational seams

We established more consistent planning rhythms and stronger connections across Marketing, Sales Operations, Revenue Operations, business units, regions, and senior sales leadership.

A more coherent foundation for the combined organization.

The integration created one demand leadership model, more consistent planning and reporting, increased platform standardization, and clearer operating relationships across the combined portfolio.

2

demand organizations brought into one leadership model

6 months

to stabilize the initial cross-business-unit coverage model

7

linked dashboards connecting OpenText and Micro Focus reporting

3

core platforms standardized across webinars, content, and events

My role: I co-designed and led the combined demand organization, made resource and coverage decisions, and worked with senior sales leaders and teams to refine the model. This was not an integration of all Marketing or Sales. It was a cross-functional marketing-side transformation involving many contributors across operations, technology, analytics, business units, and regions.

The first design creates direction.
The small changes create trust.

Integration succeeds when leaders hold the purpose steady while allowing people to influence how the combined organization actually works.