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My aperture keynote at the best contempo MarTech appointment was titled, “The New, New Rules of Business (Operations).” It was an abundance on account of the 4 armament of business operations & technology that I aboriginal wrote about a brace of months ago.

In active fashion, I’ve connected to alter this archetypal and its presentation based on feedback. Two tweaks I anticipate are helpful. First, framing this as bristles forces, not four, to accommodate “change.” And second, labeling the rules of these bristles armament as “The New Rules of Business Technology & Operations.”

They’re applicative to business added broadly, but I beleive this framework is best accordant to business operations and technology leaders and the change of this new amalgam profession.

Here’s the abounding video of my keynote presentation, but I’ve additionally accounting up a adaptation of this abstraction beneath with key slides that are castigation to download and share:

Marketing technology and operations accept become a colonnade adequacy of the avant-garde business organization. Leaders of this action sit amid two layers of marketing: high-level business action and eyes above, and on-the-ground business and chump acquaintance commitment below.

Sandwiched amid these two layers is an befalling to appearance marketing’s capabilities and adeptness to your aggressive advantage in the chump acquaintance economy. While business technology — what we affectionately alarm “martech” — helped actualize this opportunity, it additionally spawned a army of circuitous challenges.

After watching hundreds of business admiral altercation with these new dynamics, I accept developed a framework that I anticipate captures the aspect of this role, explains the armament it charge manage, and offers some advice in how to administer them: The 5 Armament of Business Technology & Operations.

In bare-bones filigree form, it looks like this (hang in, I’ll explain the filigree in a minute):

The ambition of this filigree isn’t to aces a atom and aim for it. “Our aggregation should be there.” It’s absolutely the opposite: you appetite to accomplish abiding your alignment is accoutrement the absolute grid. Any gaps on your filigree are anemic credibility to be strengthened.

So we can acclimate this filigree as bristles rules of business technology and operations leadership:

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Your aboriginal acknowledgment adeptness be, “Hey, some of those rules are contradictory!”

If so, you’re in acceptable company. Augie Ray, a arch chump acquaintance at Gartner, chided me, “You aloof put ‘Automate aggregate you can’ and ‘Humanize aggregate you can’ two places from anniversary other. I can’t adjudge if that’s funny or sad.”

(I’m absolutely a big fan of Augie’s.)

But one could badinage aback the F. Scott Fitzgerald quote:

“The analysis of a first-rate intelligence is the adeptness to hold two opposed ideas in apperception at the aforementioned time and still absorb the adeptness to function.”

In fact, this gets appropriate to the affection of why business technology and operations administration is challenging: we are actuality asked to antithesis powerful, opposing armament — and accompanying be acknowledged on both ends of the spectrum. Bigger absorption and bigger decentralization. Added automatic and added humanized.

Sounds like a riddle, captivated in a mystery, axial an enigma. But actually, it’s not.

Let’s alpha with accumulate and decentralize. Organizations accept been angry with this accommodation for ages: added ability and ascendancy at the centermost of the alignment (e.g., corporate) against added abandon and ability at the angle (e.g., the field, the geos, the curve of business).

Such a antagonism about alternates back-and-forth over time, in a wave-like function.

Leaders on the angle advance the boundaries to accomplish their goals on the arena — until such decentralization starts to abuse the accord or all-embracing ability of the whole. Then the centermost pulls added ascendancy aback in. Until the angle chafes at that bond and creatively finds new agency about those centralized constraints that they acquisition too restrictive, so they can get actuality done.

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We appetite both. We appetite the ability and cast accord of absorption — it gives us scale. Yet we additionally appetite the fast ability and artistic analysis of decentralization — it gives us agility.

But if this is a trade-off, a acclimation act amid absorption and decentralization, can you advance both simultaneously? That seems like a paradox.

Marketing technology, at its best, break this tyranny-of-or paradox. Here are a few examples:

A centralized CMS provides brand-standard templates, with accustomed guardrails that anticipate agreeable creators from accidentally publishing bad or burst HTML. Yet it empowers a abundant added set of individuals on the angle of the alignment to bound and cautiously actualize attack landing pages and blog posts afterwards actuality bogged bottomward by a backlogged axial assembly unit. It’s bigger absorption and bigger decentralization.

Customer abstracts platforms (CDPs), all the acerbity these days, accommodate a centralized way of affairs in abstracts from beyond the alignment and acumen it with a connected chump identity. You can assay and act on this abstracts absolute of all the adapted antecedent applications that accomplish it. As a result, although they accumulate this disparate data, the accessible architectures of CDPs accompanying accomplish it easier to abutment added abstracts sources that are advance beyond the organization.

Just because abstracts accumulating and activation activities are distributed, doesn’t beggarly they’re bound in silos anymore. So you can accretion the activity of battlefront up new ones on the angle of the alignment as needed, dressmaking them to the bounded ambience in which they are actuality applied, afterwards sacrificing the adamant calibration of centralized abstracts capabilities.

Again, bigger absorption and bigger decentralization.

A simpler archetype is with article like Google Sheets. By standardizing on a accepted apparatus for spreadsheets — an act of absorption — it becomes easier for anyone throughout the alignment to actualize models, allotment them, coact with others, etc. These are arrangement furnishings of absorption that accord accretion allowances to decetranlized teams and individuals. It doesn’t absolute abundant what they can create, but it channels their adroitness through an able aqueduct of how it is created and distributed.

One of the added avant-garde examples is a new class of software accepted as application-platform-as-a-service (aPaaS) solutions. These low-code and no-code platforms empower approved users — i.e., not software engineers — to body web apps, adaptable apps, and chatbots. But, like a CMS, the basal belvedere itself is managed by a centralized technology aggregation that empower these “citizen developers” aural a set of guardrails, so they don’t accidentally appear to abuse or angle from amount data, standards, and behavior that charge to amount the absolute organization.

All of these examples actualize added scalable and able centralized capabilities while — at the exact aforementioned time — allotment decentralized teams with greater functionality they can administer in creative, active ways. It’s not a absurdity afterwards all.

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When you anticipate about it, this is a lot like the dynamics of platforms in the bazaar at large. The centralized belvedere of the iPhone enabled a decentralized access of millions of specialized apps. Accretion alliance of centralized martech platforms is absolutely facilitating greater about-face of specialist and vertical solutions aural their third-party ecoystems.

The best way to accompanying strengthen absorption and decentralization is to artist our centralized capabilities as “platforms” to be acclimated by the decentralized “ecosystem” of the blow of the organization.

Simone Cicero’s 7 Key Attempt of Belvedere Architecture are a abundant adviser to chase in following of this mission:

Platform Revolution is additionally a agitating book on the accountable that you can acclimate through the lens of centralized platforms too.

There’s a agnate astriction amid automation and humanization in marketing. We appetite to advantage technology to automate as abundant as we can — because it provides greater ability that can be benign to both us and our customers.

But the added machines handle on our behalf, the added we can lose blow with the bodies on the added ancillary of those machine-managed interactions. A chiral action of sending an email, from one animal to another, armament some atom of anticipation about the almsman in the apperception of the sender. An automatic email adorning algorithm that can blaze off dozens of letters to bags of recipients afterwards any absolute animal controlling at all has no such inherent empathy.

The acknowledgment is not to abstain or drive out automation. Acceptable automation can advice barter (and, interally, employees) get what they appetite or charge faster. But business technology and operations leaders charge carefully assignment to always accommodate animal checks and balances to automation.

We appetite to “find the animal in awful able automation.” This agency attractive for anomalies, exceptions, and acknowledgment signals that can active us back an automatic action is deviating from the needs of the constituency it is was assumably implemented to serve.

Who are the best bodies to ascertain these “disturbances in the force” of automation? Bodies on the angle of the organization, those who are aing to barter and front-line commitment of your cast promise. This is area the two axes of the filigree alpha to appear together: decentralization can abutment bigger humanization.

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There’s a acclaimed adage that “the map is not the terrain.” Aloof because a map shows article — area a river is located, area a aisle leads — doesn’t agreement that’s true. An absurdity may accept been fabricated by the cartographer. Or the mural may accept artlessly changed. Rivers dry up or change course. Paths are adapted or abandoned.

This leads to the astute hiking aphorism, “When the map and the area disagree, assurance the terrain.” If the map says to airing forward, but your eyes appearance a abrupt declivity from a cliff, to hell with the map. (This goes for you drivers blindly dupe your GPS too.)

We can acclimate this acumen to business technology and operations. “The MAP — business automation belvedere — is not the customer.” Aloof because the abstracts in your chump arrangement of almanac claims that a chump has assertive characteristics and preferences doesn’t necessarily accomplish it true. Those backdrop may accept been misrecorded or afflicted over time.

Therefore, “When the MAP and the chump disagree, assurance the customer.”

This agency allotment decentralized agents on the angle of the alignment — those aing to the chump — to administer empathy, intuition, and accepted faculty in audition and absolute chump problems or unaddressed needs. (My arresting acquaintance with tickets for a Taylor Swift concert had abounding opportunities area an empowered agent could accept instantly bound the affair — but none had the abstruse or authoritative ability to do so, bottomward to the acquiescently scripted “have a abundant day!” at a decidedly black moment.)

Marketing empowerment should be one of business operations key objectives to advice front-line marketers and customer-facing agents use acceptable acumen in acclimation problems and alienated inadverently human-unfriendly interactions.

One way of managing automation afterwards accident afterimage of the bodies it’s advised to serve is to appraise its ability for both the aggregation and your customers:

Processes that are inefficient for both the aggregation and barter are about abominable and should be improved. Processes that are able for both the aggregation and barter are about alarming — but should accept checks and balances to accomplish abiding they abide so.

Yet a action that is infficient for the aggregation but able for the chump may be account it, if the acquaintance is acceptable for the chump and the economics assignment for the company. Best “high touch” moments abatement into this category. Indeed, the affectionate of front-line business empowerment we aloof discussed is about “inefficient” for the aggregation — the able affair to do would be to let an automation or regimented action run blindly undeterred, behindhand of a bad chump acquaintance transpiring as a result.

But those moments of authoritative things accessible for the customer, at some amount to the company, can bear able ROI over time through chump adherence and articulate business. Be accurate of ever optimizing activities in this quadrant.

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The alarming quandrant is processes that are optimized to be awful able for the company, yet are inefficient or abhorrent for customers. An annoying IVR buzz card back you’re calling a aggregation for advice is a archetypal example. Because so abounding projects to access ability are inward-facing, abstinent by centralized ability metrics, it can be accessible to blooper into this division afterwards alike acumen the abrogating acquaintance appulse on customers.

“Self-service” options for barter can aback abatement into this category. In theory, they can advice barter get answers immediately, on their own terms, at actual little amount to the company. But if these options become binding — the alone approach for a chump to dness an affair — and they abort to handle all cases well, they can backlash on chump satisfaction.

Marketing technology and operations leaders should accompany this lens of “efficiency for the customer” to all automation projects, advancement the human.

So now that we admit that these armament of centralize/decentralize and automate/humanize accept tensions to be balanced, but aren’t mutually exclusive, the all-embracing filigree of the 5 Armament of Business Technology & Operations starts to accomplish added faculty as a mural that you appetite to awning in its entirety.

In the northwest division of accumulate and automate we appetite to assimilate accepted accoutrement and abstracts and optimize all-around processes. This is what we accept commonly anticipation of as the albatross of a business technology & operations team: rationalize your business tech stack, acclimate your abstracts about a aggregate chump identity, and calmly calibration business activities. Platformize marketing’s capabilities as abundant as possible.

In the northeast division of decentralize and automate, we seek to empower abate teams to agreement locally, optimize workflows to thier needs, and advantage our centralized platforms and basement to innovate bound and cheaply.

Rather than action the use of specialized accoutrement on the edge, we appetite to animate BYOT (bring your own tool) for assertive kinds of activities, as continued as they appropriately allotment the appropriate abstracts with our centralized core. We appetite to affect and abutment aborigine developers, aborigine abstracts scientists, and aborigine integrators to actualize added with beneath annex on bound axial resources.

In the southeast division of decentralize and humanize, we appetite to best business empowerment — giving marketers and front-line chump acquaintance agents levers for applying affinity and intuition to contentment customers. Animate marketers at all levels to absorb added time visiting barter to body that intuition. Establish mechanisms to ascertain CX anomalies and dness them swiftly. This is area we bear actuality in our brand.

In the southwest division of accumulate and humanize, we advance in bodies at calibration — both our centralized teams and our alien customers. A abundant business technology & operations aggregation should body abundant business enablement abstracts to advice marketers and added chump acquaintance agents apprentice how to best advantage martech capabilities.

We appetite to accommodate “enlightened governance” of our decentralized capabilities. Ultimately, we appetite to embrace and amplify the “culture code” and “customer code” attempt that ascertain our brand.

Finally, in the center, we appetite to embrace connected change. The assignment we do to advance the aloft quadrants of this filigree aren’t once-and-done projects, but rather a new accompaniment of normal. We architecture systems for change. We use active business methodologies to acclimate and evolve, both in our centralized capabilities and with our decentralized teams at the angle of the organization. We red aggregation our own action and operations to pry at abeyant disruptions afore competitors acquisition them.

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Ultimately, acceptable acceptable at change requires you to advance an accessible mindset beyond the absolute business organization. This is how we abode Martec’s Law, the abundant administration claiming of the 21st century.

These are the new rules of business technology and operations:

They’re not paradoxical, alike if they complete like it at first. And they are arduous to manage. But if you can finer awning the filigree of these basal 5 forces, you can accompany amazing advantage to the avant-garde business organization.

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