Provided: Technology & Consulting Services
Overview
Bobcat asked us to remove the friction from its in‑house marketing engine—and give its brand room to roar. We partnered with Bobcat to transform their internal marketing operations and build an efficient, integrated creative production platform. This change management program centered on three pillars—People, Process, and Technology—to clarify roles, optimize workflows, and future-proof their creative production engine.
Challenge
Bobcat faced several operational challenges, limiting marketing agility and efficiency:
- Technology tools were inconsistently used, causing cumbersome and inefficient workflows.
- Limited visibility of creative assets in market hindered asset amplification, with a heavy reliance on external agencies as the key asset expert, creating bottlenecks.
- Handoff points in the creative process were unclear and varied by individual, leading to knowledge silos and operational risk.
- Peaks and troughs in workload demanded a flexible platform to effectively manage internal and external resources.
- Disconnected internal operations and limited governance reduced operational awareness and slowed decision-making.
Our Approach: Define → Develop → Design
Tier One Solutions implemented a structured, collaborative methodology to ensure the transformation was grounded in insight and aligned with Bobcat’s strategic priorities.
TIMELINE: Project Transformation Journey
Define
Objective: Build foundational understanding and minimize disruption
Key Actions:
- Internal communications clarified transformation intent
- Pre-engagement questionnaire distributed
- On-site workshop conducted
- 1:1 stakeholder interviews (virtual and in-person)
Develop
Objective: Translate insights into a strategic framework
Key Actions:
- Analyzed workflows, team structure, and agency spend
- Synthesized and anonymized stakeholder insights
- Conducted light tech review
- Held milestone check-ins and playback workshop
- Aligned on a solution design framework
Design
Objective: Formalize and activate the solution
Key Actions:
- Expanded project team with key influencers
- Facilitated solution workshops
- Finalized roadmap across People, Process, and Technology
- Presented recommendations to executive team
We never prescribe before we listen. Our Define → Develop → Design discovery put Bobcat’s people at the center, matched best‑practice process, and built tech that just works.
The Solution: People, Process, and Technology
People: Drawing from experience in internal and agency roles, Tier One clarified roles and responsibilities, developed job descriptions, and fostered a culture of continuous learning and development. This empowered Bobcat’s marketing teams to collaborate effectively with clear accountability.
What We Delivered: Clarified every role with a fresh RACI and job descriptions that reward ownership and growth.
Process: Tier One simplified Bobcat’s complex marketing workflows by documenting clear SOPs, standardizing intake forms, and establishing a RACI matrix. Complexity guides for low, medium, and high-gear projects helped right-size resources and expectations, minimizing knowledge silos and improving handoff clarity.
What We Delivered: Mapped end‑to‑end workflows, created a three‑tier “Gear” complexity framework (Low, Med, High) to right‑size resources and timelines, and wrote clear SOPs—no tribal knowledge.
Technology: A customized monday.com platform embedded new workflows, improving project visibility, resource tracking, and collaboration. Training ensured strong adoption, while the platform provided a foundation for future automation, AI integration, and MarTech enhancements tailored to Bobcat’s needs.
What We Delivered: Embedded the new process in a custom monday.com workspace and rolled out training to lock in adoption while paving the way for AI and automation.
Early Impact
- One source of truth on monday.com—everyone sees the same priorities and timelines.
- Projects classified by Gear, enabling predictable resourcing and faster kickoffs.
- Faster hand‑offs and fewer status meetings thanks to crystal‑clear RACI and SOPs.
- Dealer & internal comms now flow through a streamlined publishing program.
- SEO backlog cleared; new content already ranking.
- Team sentiment trending up; talent spends less time chasing, more time creating.
Why It Matters
- Up to 50% faster speed to market thanks to clear briefs, approvals, and governed SLAs.
- Briefing time cut by 50% with standard operating procedures and optimized PMO + traffic flows.
- 85% resource utilization by matching talent to roles and providing workflow visibility.
- 95% right‑first‑time delivery, slashing rework and freeing experts for strategy and sales.
- 20–30% annual cost savings that self‑fund continued transformation.
