One of the many high-quality sessions I was fortunate enough to attend at the 2025 LMA was titled; Aligning Digital Transformation with Strategic Growth and was presented by Michelle Woodyear (Principle Consultant at Mount Insights) and Kimberly Rennick (the CMO at Thompson Coburn)

The session was very interactive with breakout tasks for each of the tables and live polls to ascertain the current issues with firms when looking at their digital maturity and current Martech stacks.  

Some of the top tips from Kimberly and Michelle were delivered to combat the fact that firms have too many silos within their current technologies and they just don't talk to each other.  This was clearly represented by poll participants when asked what your biggest challenge with your marketing technology stack?

The participants were then encouraged to think of their digital roadmap and maturity in five key areas:

There is a very handy Digital Maturity Assessment that you can carry out for you and your firm with Mount Insights here

Moving forward, there was some great advice for quick wins to take back to firms, including:

• Review and streamline key business processes
• Implement data quality tools for CRM/ERM
• Begin client feedback/business planning programs
• Coordinate integrations across departments to create client dashboards
• Systematise pitch and opportunity tracking to build baseline data
• Expand process automation and workflows

And from a change management perspective:

• Create clear value propositions for team members- it is an internal marketing project!
• Focus initial rollout on making things easier than the current process
• Develop regular KPI and pipeline review in the team and practice group meetings to celebrate progress and drive accountability
• Recognise and reward consistent system usage
• Capture and share success stories
• Explore third-party objective assessment and guidance to gain sector stakeholder buy in

Above all else though a key message was to ‘do the operational work first to get to the strategic work’