1-866-406-2790 Solutions Industries Accelerators Company Insights Transformation at Work Focusing on the Unique Needs of Marketing CapabilitySource develops digital marketing strategies and improves marketing operations capabilities that support the transformation journey and improve overall marketing maturity. Marketing digital transformation efforts focus on the challenges that marketing teams face, whose changing and complex responsibilities include innovation, user experience, digital commerce and strategy scenario analysis. These responsibilities drive growth and revenue for their organizations. We Focus on Business Outcomes CapabilitySource helps align Marketing with key marketing stakeholders including finance, sales, risk, compliance, IT and agencies. We help our clients make better annual marketing planning and budgeting decisions. We use modern budgeting methods to align strategy with desired business outcomes. This results in a clear understanding of the lead to cash cycle and ways that marketing spend directly contributes to sales and growth. Digital Adoption Gain 90 percent marketing digital technology adoption within three months. Creative Development Reduce creative development cost by 22 percent. Content Creation Increase content creation capacity by 25 percent. Creative Asset & Scheduling Increase creative asset reuse by 20 percent and improve marketing resource scheduling. Qualified Lead Volume Increase qualified lead volume by 15 percent and activate new lead capture touch points. Compliance Readiness Cut compliance burden for training, review and audit by up to 40 percent, while increasing compliance readiness. Unlike standalone cloud technologies that have integration, automation and user experience limitations, CapabilitySource solutions customize, enhance and integrate mainstream cloud technologies to provide branded and personalized user experiences. While many In-house IT teams do not have the cycles to customize or support integrated MarTech solutions, CapabilitySource fully supports user communities during and after go-live. CapabilitySource provides accelerated design and implementation services that engage marketers early and often. Our ADKAR-based change management methodology ensures that change occurs at the individual level. Our post go-live support services ensure that MarTech users have on-demand access to skilled administrators and technologists. A Complete Integrated Solution CapabilitySource overcomes integration, automation or user experience limitations. We design and extend affordable, cloud-based marketing technologies that integrate people and systems on any device or location. Our integrated solutions meet the unique needs and preferences of specific marketing teams. We adjust out-of-the box cloud technology to enable unique, differentiating business processes. Our seasoned team has delivered more than 100 personalized marketing digital transformation solutions for large enterprises, realizing up to $1 million in annual cost savings while increasing marketing capacity. “CapabilitySource digital marketing solutions provide comprehensive strategy and planning automation, MarTech team support and cross-enterprise marketing alignment. We focus on the big picture and ensure that people, process, technology and information are aligned with marketing strategy.” Glenn Coward, CapabilitySource President & CEO View Solutions We help you take advantage of cutting-edge technology and customized solutions. Why CapabilitySource? Company Culture When CapabilitySource began, our number one goal was – and still is – to simplify the way people work so they can do business without the constraints of archaic, siloed, fragile and inflexible business systems. Beliefs At CapabilitySource, we believe that great things are possible when we work together as a team to represent the interests of our clients. We keep in perspective the things that matter most (i.e. relationships, service, character, opportunity, enjoyment). We believe in work-life balance that reflects the importance of our families and social responsibilities. Values At CapabilitySource, we value our team, our clients and the opportunities we are given to help them. We value integrity, honesty and diversity, and treat our team members and clients with respect. We value experience and intelligence that increase the capability of our team to serve clients. Motivations CapabilitySource was founded in 2011 on proven business principles and experiences. We have a bold vision and plan for achieving it. We have an excellent team that embodies our beliefs, values and principles. We have an opportunity for consultants to make a difference that will significantly impact career, company and clients. Principles CapabilitySource is founded on the principles of innovation, intelligence, dedication and perseverance. We believe that success is a matter of preparation, effort and teamwork; not one of luck and fate. Faith and effort determine our destiny. We work together as a team to help each other stay aware of our environment, prepare for the future and provide exceptional value to our clients every day. We believe that our clients’ success will translate into our success. Environment CapabilitySource is a “modern virtual consultancy.” Our team members are based throughout the United States. We generally collocate with our clients on-site and prefer a combination of on-site and remote work that fluctuates based on client preference and project stage. Most engagements involve two to four consultants who work together as a team. The consultative nature of our work demands an unprecedented level of quality and service so that we challenge each other to bring “our best game” and help each other learn and grow. Our Leadership GLENN COWARD President & CEO Glenn Coward is the founder of CapabilitySource. For more than two decades he has helped companies transform business and technology systems using a unique combination of process engineering and technology modernization. Glenn is a certified Enterprise, Business and Technology Architect & Lean Six Sigma Black Belt with years of experience transforming financial and insurance firms, including Archon Group LP/Goldman Sachs, Fiserv, USAA, Charles Schwab and Prudential. JUAN ANTONIO Director of Business Operations & Risk Management Juan Antonio has 20 years of financial service experience in management of the development, implementation and execution of technology solutions with special emphasis on marketing effectiveness and communication services. Juan brings a Lean Six Sigma Black Belt and other industry certifications to any solution along with experience in performance analysis, marketing resource management, digital asset management, web content management, marketing automation, data warehousing and analytics. SCOTT BRADY Director of Integration, Automation & Development Scott Brady possesses over fifteen years of experience building solutions that require both technical and business acumen. He has helped multiple organizations increase productivity through integrated software solutions of which he both designed, engineered and helped implement. Prior to joining our team at CapabilitySource, Scott was the Senior Product Manager of Content Management at Workfront, where he contributed to the company’s work management strategy that brought them to new heights. Careers Bring your skills and passion to CapabilitySource and help us create the future of digital marketing transformation. 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