←Back to signature workOpenText · 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.
The starting condition
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.
The operating integration
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.
Employer outcomes
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.
2demand organizations brought into one leadership model
6 monthsto stabilize the initial cross-business-unit coverage model
7linked dashboards connecting OpenText and Micro Focus reporting
3core 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.