How Design Thinking Fixes Broken MarTech Stack

William Flaiz • May 28, 2025

The marketing director stared at the flowchart covering three whiteboards. Twelve different platforms. Seven data sources. Four teams who couldn't access the insights they needed to do their jobs. Sound familiar?


This scene played out in a conference room at a mid-sized financial services company I worked with recently. Their MarTech stack had grown organically over five years—a CRM here, a marketing automation platform there, a new analytics tool to "solve everything." Each addition made sense at the time. Together, they created a digital Rube Goldberg machine that consumed more energy than it produced.


The traditional approach would be to hire a consultant to audit the technology, create a vendor comparison spreadsheet, and recommend the "best" platforms. Instead, we applied design thinking principles. The results transformed not just their technology stack, but how they approached marketing operations entirely.

The MarTech Empathy Problem

Most MarTech implementations fail because they solve the wrong problem. We focus on features, integrations, and technical specifications instead of understanding the human experience behind the workflows.


Design thinking flips this approach. Instead of asking "What technology do we need?" we start with "What are people trying to accomplish, and where are they struggling?"


When I mapped the daily experience of that financial services marketing team, the real problems emerged. The marketing manager spent two hours every morning pulling data from different systems to create a single campaign performance report. The content creator couldn't access customer segmentation data without submitting IT tickets. The demand generation lead was running campaigns blind because attribution data lived in three separate platforms.


The technology worked fine. The human experience was broken.


From Feature Lists to User Journeys

Traditional MarTech selection focuses on capability matrices—endless spreadsheets comparing features across platforms. Design thinking starts with user journey mapping.


Here's how we approached it:

Empathize: We shadowed each team member for a full day, documenting every tool interaction, data handoff, and workflow friction point. The insights were eye-opening. What looked like a "reporting problem" was a data access problem. What seemed like a "training issue" was a user interface problem.


Define: Instead of defining the problem as "we need better MarTech integration," we reframed it as "how might we enable marketers to make data-driven decisions in real-time without becoming data analysts?"


Ideate: We mapped ideal state workflows before evaluating any technology. What would campaign planning look like if data flowed seamlessly? How would content creation change if customer insights were embedded in the creative process?


Prototype: We created low-fidelity mockups of new workflows using existing tools. Before purchasing anything new, we tested whether process changes could solve 70% of the problems.


Test: We ran pilot programs with small campaign subsets, measuring both outcome metrics and user satisfaction scores.

The results surprised everyone. The solution wasn't a new all-in-one platform. It was a thoughtful combination of API connections, process redesign, and strategic retirement of redundant tools.


The Mindset Shift That Changes Everything

The breakthrough moment came when the marketing director realized she'd been thinking about her team as technology users instead of experience designers.


"We keep trying to make our people adapt to our tools," she said during one of our workshops. "What if we made our tools adapt to how our people think?"


This mindset shift—from fixing technology to designing for user experience—transforms how you approach every MarTech decision:


Instead of: "Our email platform doesn't integrate with our CRM."

Think: "How might we enable personalized communication without forcing our team to work in multiple systems?"


Instead of: "We need better attribution reporting."

Think: "How might we help our team understand customer journeys in a way that informs their next action?"


Instead of: "Our team isn't using the new platform features."

Think: "How might we design workflows that make advanced features feel intuitive rather than intimidating?"


This approach changes everything from vendor selection to change management to ongoing optimization.


Real-World Application: The Three-Sprint Method

Here's a practical framework I've used with multiple organizations to apply design thinking to MarTech challenges:


Sprint 1: Empathy and Definition (Week 1-2)

  • Shadow users in their daily workflows
  • Document pain points and friction moments
  • Interview stakeholders about desired outcomes
  • Map current state customer and user journeys
  • Define core problems in human terms


Sprint 2: Ideation and Rapid Prototyping (Week 3-4)

  • Brainstorm solutions without technology constraints
  • Sketch ideal state workflows
  • Identify quick wins vs. platform changes
  • Create low-fidelity prototypes using existing tools
  • Test assumptions with small user groups


Sprint 3: Solution Design and Pilot (Week 5-6)

  • Design integrated solution (process + technology)
  • Launch pilot program with one campaign or workflow
  • Measure both performance metrics and user experience
  • Gather feedback and iterate rapidly
  • Scale successful elements across the organization


One enterprise client used this approach to solve what they thought was a "marketing automation problem." After the empathy phase, we discovered the real issue was that their customer success team couldn't access marketing campaign data to inform their outreach. The solution wasn't a new marketing automation platform—it was a simple dashboard that surfaced campaign engagement data in their existing CRM.


Cost to implement: $15,000 in development time.

Results: 32% increase in customer success outreach effectiveness and elimination of a $200,000 marketing automation platform evaluation project.


Design Thinking Principles for MarTech Leaders

Human-Centered Problem Definition Before evaluating any technology, spend time understanding the human experience. What does your demand generation manager's Tuesday morning look like? Where does your content creator get stuck? How does your marketing analyst feel when leadership asks for campaign ROI data?


Prototype Before You Purchase Test workflow improvements using existing tools before buying new ones. Can you solve 50% of the problem with better processes? Often, the answer is yes—and it reveals what technology gaps need addressing.


Measure Experience, Not Just Performance Track user satisfaction alongside campaign metrics. A platform that improves conversion rates but destroys team productivity isn't a long-term solution. The best MarTech implementations improve both outcomes and user experience.


Design for Adoption, Not Features Features that aren't used don't create value. Design implementation plans that make advanced capabilities feel intuitive rather than overwhelming. Start with workflows people understand, then gradually introduce sophisticated features.


Iterate Based on Real Usage Plan for ongoing optimization based on how people work, not how you think they should work. The best MarTech stacks evolve with their users rather than forcing users to adapt to rigid processes.


Beyond Technology: Designing Marketing Culture

The most successful MarTech implementations go beyond solving technical problems—they create cultures of experimentation and customer-centricity.


When you apply design thinking to marketing operations, you're not just fixing workflows. You're teaching your team to approach every challenge with curiosity about the human experience behind the process.


Marketing teams that embrace this mindset become more agile, more customer-focused, and more innovative. They stop seeing MarTech as a constraint and start seeing it as a canvas for creating better customer experiences.


The financial services team I mentioned earlier? Six months after implementing their design thinking approach, they'd reduced campaign launch time by 40%, improved data accessibility across the team, and—most importantly—shifted their culture from reactive problem-solving to proactive experience design.


They still use whiteboards for brainstorming. But now those whiteboards are covered with customer journey maps and user experience flows instead of technical architecture diagrams.


Your Next Step: Start With Empathy

If you're facing MarTech challenges in your organization, resist the urge to start with technology evaluation. Instead, spend a week shadowing your team. Document their daily workflows. Ask about their frustrations and aspirations.


You might discover, like many marketing leaders do, that your "technology problem" is a human experience problem in disguise. And human experience problems have solutions that technology alone can't provide.


The best MarTech implementations don't just connect platforms—they connect people to the insights and capabilities they need to create exceptional customer experiences. Design thinking is the bridge that makes that connection possible.

  • How long does it take to see results from applying design thinking to MarTech challenges?

    Most organizations see initial improvements within 4-6 weeks of starting the process. Quick wins often emerge during the prototyping phase, where teams discover they can solve significant problems through process changes using existing tools. However, comprehensive MarTech transformation typically takes 3-6 months, depending on the complexity of your current stack and the scope of changes needed. The key is starting with small pilots that demonstrate value quickly, then scaling successful approaches across the organization.

  • What if our team lacks design thinking experience or training?

    Design thinking for MarTech doesn't require formal training—it requires a mindset shift toward user-centered problem solving. Start by having team members shadow each other's workflows for half a day. Document frustrations and inefficiencies without immediately jumping to solutions. This empathy-building exercise often reveals insights that transform how teams approach technology challenges. Consider bringing in a facilitator for the first workshop, but most marketing teams can apply these principles with basic coaching and structured frameworks.

  • How do we get executive buy-in for a design thinking approach when leadership wants immediate MarTech solutions?

    Frame design thinking as risk mitigation rather than process delay. Share statistics on MarTech implementation failure rates (studies show 60-70% of marketing technology projects fail to meet expectations) and position user research as insurance against expensive mistakes. Propose a compressed timeline: "Give us two weeks to understand the real problem before we spend six months implementing the wrong solution." Most executives appreciate this approach when you demonstrate how it prevents costly do-overs and accelerates long-term adoption.

A wooden mannequin is sitting on a block holding a sign that says martech.
By William Flaiz June 2, 2025
Discover overlooked MarTech optimization tools that bridge the gap between functional stacks and exceptional ROI. Strategic insights for digital leaders.
A person is typing on a laptop computer with a group of people on the screen.
By William Flaiz May 17, 2025
Discover how B2B CMOs can implement AI for hyper-targeted audience segmentation that drives engagement, accelerates revenue growth, and transforms customer understanding.
A group of people are walking up a set of stairs.
By William Flaiz May 9, 2025
Learn how enterprise healthcare CMOs can implement AI-powered segmentation strategies to enhance patient engagement, improve marketing ROI, and support value-based care initiatives.
A person is holding a triangle in their hands with icons coming out of it.
By William Flaiz May 2, 2025
Discover how artificial intelligence is transforming marketing attribution from retrospective analysis to real-time optimization across fragmented customer journeys.
A nurse is taking a patient 's heartbeat and a doctor is giving a presentation.
By William Flaiz April 24, 2025
Discover how healthcare, finance & B2B industries leverage custom MarTech solutions for regulatory compliance, improved ROI & better customer engagement.
venn diagram of marketing ops, revenue ops, and marketing technology
By William Flaiz April 18, 2025
Understand the distinct roles of Marketing Operations, Revenue Operations, and MarTech in driving business growth. Learn how these functions differ and work together to optimize your revenue engine.
A man in a suit is looking at a screen with the word crm on it.
By William Flaiz April 13, 2025
Is the traditional CRM dead? Explore how AI, CDPs, and alternative solutions are transforming customer data management and what forward-thinking businesses should do next.
A person is holding a cell phone with the word roi coming out of it.
By William Flaiz April 4, 2025
Learn proven strategies to demonstrate the value of MarTech investments to executives. This tactical guide provides frameworks for addressing objections and showing measurable business impact.
A bunch of sheet music laying on top of each other
By William Flaiz March 31, 2025
Discover how composable MarTech is reshaping marketing stacks and what marketers need to know to stay agile and competitive.
A man is looking at a screen with a lot of icons on it.
By William Flaiz March 24, 2025
Discover the essential KPIs for tracking digital transformation impact across customer experience, operations, technology, innovation, and financial outcomes.
Show More