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Marketing Ops Is the Operating Model, Not the Admin Layer

Marketing operations isn't the function that keeps the trains running under strategy — it's the structure that determines whether marketing can scale at all. Most CMOs feel the pressure; few have designed for it deliberately.

This week, audit whether your marketing operations function is a centralized center of excellence, an in-house agency, or a shared-services model, and be honest that most organizations never chose one of these deliberately; they arrived at whatever combination hiring history and reporting lines produced. Write down which model you actually have, not which one your org chart implies, then ask whether it matches the trade-off you need most right now: consistency or responsiveness.

Everything below is free and useful before you read a word about who wrote it.

The executive problem

Seventy-five percent of CMOs say they face pressure to do more with less, according to Gartner's "Marketing Operations: The CMO's Essential Guide." Budgets flatten while channel count multiplies, personalization expectations rise, and the pace of go-to-market activity accelerates. What is surprising is how few organizations respond by redesigning the function that actually absorbs that pressure.

Marketing operations is that function. It turns strategy into executed campaigns, reconciles data across a dozen connected systems, decides which requests get resourced and which get queued, and makes sure a change to pricing, positioning, or a legal disclaimer propagates to every asset that needs it. When marketing operations is under-designed, none of that happens by structure. It happens by heroics. Someone remembers to check the landing page. The system works until the person holding it together leaves, or volume exceeds what one person can track by memory.

Gartner frames the discipline as channeling scarce resources toward the highest-value work and tiering activity by business value, an implicit acknowledgment that most organizations do this reactively rather than deliberately. The pressure does not disappear because a team is talented or well-funded; it becomes manageable when the operating model is built to absorb scale rather than merely survive it.

This is the unglamorous truth about marketing operations: it rarely gets credit when it works and always gets blamed when it fails. A campaign that ships late, off-brand, or with broken tracking is usually not a creative failure. It is an operating-model failure, and these compound. Every new channel, market, or team added to marketing adds friction to a structure that was never built to take the weight.

The contrarian thesis

The default assumption inside most marketing organizations is that operations is the administrative layer underneath strategy: the plumbing that keeps campaigns moving so the "real" work of positioning, creative, and brand can happen above it. This assumption is backwards, and it is the single most consequential misunderstanding in modern marketing leadership.

Marketing operations is not the layer under strategy. It is the operating model itself: the structure, workflows, systems, and decision rights that determine whether strategy can actually be executed at scale. A CMO can have exceptional creative talent, sharp positioning, and a compelling brand story, and none of it will scale past a certain size if the operating model underneath is ad hoc. Every campaign requires the same bespoke coordination. Every market expansion means rebuilding processes from scratch. Every new hire needs months to learn undocumented workflows that exist only in senior people's heads.

Get the operating model wrong, and no amount of strategy or creative talent scales. This is not a matter of degree. It is a hard ceiling. Organizations that treat marketing operations as an afterthought discover the ceiling precisely when they need scale the most: a product launch surge, an M&A integration, a new market entry, or a budget cut forcing the same output from fewer people. The function that was invisible when things were small becomes the binding constraint when things need to grow.

The operating model

Most marketing organizations default into one of three structural models for how operations work gets done, rarely by deliberate choice, more often by accretion. Each carries a real trade-off between consistency and responsiveness, and understanding which one you actually have is the precondition for redesigning it.

  • Centralized (center of excellence). A single team owns standards, tooling, and best practices, and other business units or regional markets draw on that expertise. Gartner's public guidance describes using a COE to facilitate the sharing of best practices across business units or global and local markets. This maximizes consistency but can slow responsiveness for units whose needs diverge from the center's defaults. A Gartner survey of more than 380 marketing and communications leaders found 60% of organizations have centralized some or all functions: 37% fully, 23% mostly.
  • In-house agency. Marketing operates as an internal service provider, with its own intake process and service-level expectations, similar to an external agency but embedded in the company. This is built for responsiveness to internal "clients" but can drift toward inconsistent output if standards are not enforced centrally.
  • Shared services (including adaptive models). Gartner's broader guidance also references an adaptive communications "newsroom" model, where operations flexes around real-time demand rather than fixed intake queues. Shared services sit between the other two: infrastructure is pooled, but delivery capacity flexes toward whichever part of the business has the most urgent need, trading standardization for speed, and depending on strong discipline to avoid becoming ad hoc by another name.

None of these models is inherently correct. The mistake is not choosing one. It is not knowing which one you have, and therefore not knowing which trade-off you are making.

The framework

McKinsey's 2017 article "Meet your new MOM (Marketing Operating Model)," by Jason Heller and Kelsey Robinson, remains the clearest structural articulation of what an effective marketing operating model requires, even though it predates the recent acceleration in AI-driven execution. It describes three parts, each mapping to a concrete point of failure in most marketing organizations today.

Integrated data. An effective operating model starts with a single, integrated view of the customer rather than data scattered across channel-specific systems. A marketing team should be able to answer "what do we know about this customer, across every channel they have touched" without stitching together exports from four platforms. Most organizations fail this test not because they lack data, but because it lives in silos never designed to reconcile with one another.

Decision-making. The second part covers how the organization decides what to do with that data: scoring customers, applying business rules, and increasingly using regression or machine-learning models to determine what a customer should see next. Lead scoring that routes prospects to sales versus nurture content is a concrete example, done well, systematic and auditable; done poorly, a spreadsheet someone updates when they remember to.

Distribution and delivery. The third part is execution, getting the right message to the right customer through the right channel, reliably and on schedule. McKinsey cites a global financial-services company that generated an extra 25% of revenue, worth $100 million a year, by accelerating IT-dependent marketing functions, and estimates the same company lost roughly $2.8 million in incremental revenue for every week's delay deploying an IT-developed capability. Distribution is where operating-model weaknesses become visible fastest, because it is the layer customers actually experience.

McKinsey's framework is nearly a decade old, and the piece itself flags that consumer expectations were shifting quickly even then, near-real-time interaction jumped to the number one business disruption in the ANA's 2016 survey of marketing leaders, up from sixth the year before. The structural logic still holds, but should be read alongside the more recent HBR argument below on how AI-native execution changes the "distribution" leg specifically.

The steps

A marketing ops redesign does not require a multi-quarter transformation program to start. The following sequence can be run, at minimum as a diagnostic, within a single quarter.

  1. Map the current model as it actually operates, not as the org chart claims, trace how a campaign request moves from idea to live asset, noting every handoff, approval, and system it passes through.
  2. Classify your default structure against the three models above and identify where it is inconsistent, for example, centralized in name but shared services in practice.
  3. Audit the three MOM layers (data, decision-making, distribution) and identify which is weakest. Most organizations find their data layer more fragmented than leadership believes.
  4. Tier work by business value, following Gartner's guidance, and explicitly deprioritize low-value recurring requests rather than absorbing them silently.
  5. Find where "operational excellence" spend is not producing results. Gartner found 94% of marketing organizations formally pursue operational excellence, 31% of budgets go toward it, and 72% of pursuits do not demonstrate characteristics aligned with success, find which of yours fall into that 72%.
  6. Redesign decision rights, not just workflows, decide explicitly who can approve what, at what threshold, without escalation.
  7. Pilot the new model on one channel or region before rolling it out organization-wide, instrumented so cycle time and error rate are measurable from day one.

Roles

Confusion about who sits where is one of the most common reasons redesigns stall. Gartner's research on how CMOs structure marketing operations identifies the core tension directly: a center of excellence alone tends to be too strategic, full of standards with no mechanism to execute them day to day, while a marketing-ops-management team alone tends to be too executional, buried in ticket queues with no mandate to fix the system generating those tickets.

The fix Gartner describes is a dual, purpose-built, collaborative team combining both functions rather than choosing one. In practice that separates into three distinct groups:

  • Marketing operations (COE + management, combined). Owns systems, data integrity, workflow design, governance, and the standards campaign teams build against. Gartner has described this function as something close to a "COO to the CMO."
  • Campaign teams. Execute specific programs within the guardrails marketing operations sets, building and shipping campaigns without independently deciding what platforms, data standards, or approvals govern that work.
  • Brand. Owns positioning, voice, and creative standards, the rules operations enforces mechanically but does not originate. Brand defines what "on-brand" means; operations makes sure nothing ships that violates it.

The failure mode to watch for: a COE producing documentation nobody follows, paired with an operations team so buried in tickets it has no bandwidth to fix root causes. Both point to the same flaw, strategic and executional operations work were never actually combined into one accountable team.

Metrics

Marketing ops maturity is measurable, and the absence of measurement is itself a signal, immature functions typically cannot answer these questions with real numbers.

  • Cycle time. How long does it take a campaign or asset to move from request to live? Rising cycle time despite flat volume signals operating-model decay.
  • Throughput. How many campaigns or requests does the function complete per period without a proportional increase in headcount? This is the truest test of whether the model scales.
  • Standardization. What percentage of campaigns use approved templates and governed data sources versus ad hoc builds? Low standardization predicts high error rates and slow onboarding.
  • Operational excellence spend versus demonstrated success. Gartner puts the industry baseline at 31% of marketing budget spent pursuing operational excellence, with 72% of those pursuits failing to show characteristics aligned with success. Tracking your own version of this ratio, spend on initiatives versus initiatives that actually move cycle time or throughput, is one of the highest-use numbers a marketing ops leader can report upward.

The checklist

  • Write down which structural model (centralized, in-house agency, shared services) your team actually operates under today, not which one is on the org chart.
  • Trace one live campaign from request to ship and count the handoffs. Each is a place work can silently stall or drift off-brand.
  • Identify the single most fragmented data source feeding campaign decisions and name an owner to consolidate it.
  • List every recurring "operational excellence" initiative currently funded and mark which have a measurable result attached.
  • Confirm one team, not two competing teams, is accountable for both operations strategy and execution.
  • Pick one metric (cycle time is usually fastest to instrument) and start tracking it this week, even manually.
  • Ask brand and campaign leads separately how approvals work; mismatched answers mean the workflow is undocumented, not just informal.

The 30/60/90

Days 1-30: Diagnose. Map the current operating model as it actually runs, classify it against the three archetypes, and instrument at least one baseline metric (cycle time is the easiest start). Identify the weakest MOM layer, data, decision-making, or distribution.

Days 31-60: Redesign. Define decision rights and role boundaries between operations, campaign teams, and brand. Consolidate the highest-friction data source from the diagnostic. Select one channel or region to pilot the redesigned workflow.

Days 61-90: Prove and scale. Run the pilot with full instrumentation, compare cycle time and throughput against baseline, and use the result to make the case for extending the redesign organization-wide. Kill or redesign any operational-excellence initiative the metrics show is not working.

The technology layer

Software enforces an operating model that would otherwise depend on individual memory and goodwill. It is where "who approved this" and "what actually changed" stop being answered by asking around and start being answered by a system of record. HBR's May 2026 piece "Redesigning Your Marketing Organization for the Agentic Age," by Michelle Taite, John Winsor, and Will Fernandez, argues that most marketing organizations struggle because their operating model is sequential, siloed, and coordination-heavy, and proposes machine-readable brand rules and layered systems of specialized agents as a forward-looking direction, worth tracking rather than a proven standard yet. Launch fits into this layer as software that gives marketing operations the record and check layer it needs to scale without breaking, discovering what is live across connected systems, checking it before it ships, and keeping a record of what changed and why.

Frequently asked questions

Q: Is marketing operations the same as marketing technology (martech) management? No. Martech is one component alongside planning and budgeting, data strategy, creative and asset management, measurement, and process design, a scope Forrester's 2025 "Reinforce Your Marketing Operations Function" work describes as holistic oversight, not tool administration alone.

Q: Our team is drowning in tickets. Does that mean we need a center of excellence instead? Not necessarily. A COE alone tends to be too strategic and disconnected from execution. Gartner's guidance points toward a dual, purpose-built, collaborative team combining standard-setting with execution, rather than swinging to the other extreme.

Q: How do we know if our operational excellence initiatives are actually working? Measure them against outcomes, not activity. Gartner found 94% of marketing organizations formally pursue operational excellence and 31% of budget goes toward it, yet 72% of pursuits do not demonstrate characteristics aligned with success, audit, don't assume.

Q: Which structural model (centralized, in-house agency, or shared services) is best? None is universally best. Centralized maximizes consistency at some cost to responsiveness; in-house agency maximizes responsiveness at some cost to consistency; shared services trade some of both for flexibility. The right choice depends on how uniform your brand and compliance needs are versus how much unit autonomy you need.

Q: How much of our marketing budget should go toward operations versus brand strategy? There is no fixed ratio, but Gartner's CMO Spend Survey gives benchmarks: in 2021, marketing operations was 11.9% of budget and brand strategy 11.3%; the 2022 CMO Spend and Strategy Survey (n=405, fielded February-March 2022) found brand strategy and activation near 10%. Use these as reference points, not mechanical targets.