Best Practices
The Gist
- Know your stack. Understand your current tech setup to identify areas for improvement in delivering digital experiences.
- Define DXP use cases. Outline how a digital experience platform will enhance customer experience and fulfill specific buyer journey stages.
- Prioritize business goals. Align the DXP selection with long-term business objectives to ensure effective digital transformation.
Editor's Note: This article has been updated on March 25, 2024 to include new data and information.
Practitioners who select, deploy and manage software that helps them produce digital experiences for their customers face certain realities: managing integrations, leveraging APIs, investing in headless, finding actionable insights that help them better connect to customers. Ultimately they're hoping their digital experience platforms (DXPs) help them achieve their business outcomes.
We've interviewed experts and practitioners to help uncover the fundamental questions and considerations organizations need to ask themselves and their vendors when selecting and managing digital experience software.
What Is a Digital Experience Platform (DXP)?
First, let's look at the definition of a digital experience platform (DXP). According to CMSWire's Digital Experience Platform Market Guide, a DXP is defined as an integrated set of core technologies whose goal is to support the creation, management, delivery and optimization of customized digital experiences. At the heart of every cohesive DXP is a web content management (WCM) system or content management system (CMS).
While the classic DXP is an existing integrated, monolithic environment, increasingly the idea of a "composable DXP" — an integrated ecosystem of one or more solutions that work together cohesively as a whole — is coming into play.
Related Article: Digital Experience Platforms (DXPs): What to Know
9 Tips to Consider When Selecting a Digital Experience Platform (DXP)
If you're ready to bring a DXP into your efforts (or find a new solution that better fits your needs), consider the tips below.
1. Know Thy Technology Stack
Kevin Joyce, former chief marketing officer and vice president of strategy for The Pedowitz Group, said buyers must document their current technology architecture: what do you have, who uses it, for what, how is it connected?
“Document what technologies are used in which parts of the buyer’s journey. If you don’t have a defined buyer journey map, you really need to create one before you get to discussing how you will deliver digital experiences. Once you map the technology usage to the buyer journey map you will probably observe gaps or weaknesses: parts of the journey where you really have very few technologies to help deliver great experiences,” Joyce said.
Determine which parts of the buyer journey map can you mostly improve by applying additional resources, and if necessary, new technology, Joyce added.
2. Determine DXP Use Cases
“Define and document your use cases for the technology that will help in the selected buying journey stage,” Joyce said. “Who will use it, how will it enable them to accomplish new things or make them more productive? How will it improve the customer experience in that, and potentially other, parts of their journey? What other existing systems and platforms will this technology need to connect to and how easy or difficult will that be?”
Select and deploy the technology that best fits your needs and fulfills the use cases, Joyce said, then train and drive adoption of the new technology and related processes. “Measure digital experience outcomes before and after,” he said, “and ensure the original goals are met.”
3. Recognize Why You May Need a DXP
Jim Murphy, Gartner analyst and author of the Digital Experience Platforms Magic Quadrant, said that businesses demand more comprehensive capabilities and unified platforms as they move from web-centric or web-only to digital experiences. Users should think about collecting a range of technologies in a rational way. Avoid duplication of systems and technical overlap when they have to cobble together numerous applications, Murphy added.
“Increasingly our customers are asking for the capability to be in a single platform between portal (websites with role-based content) and in web content management (WCM),” Murphy said. In other words, they want to deliver content in a unified way: for external and internal experiences. Should we go with a Liferay, which offers the portal technology, or an Adobe, which is focused on the experience delivery mechanisms?
Murphy said those two vendors, as an example, are moving toward offering a comprehensive stack that embraces both portal and web content management.
4. Measure a Vendor’s Product Integrity
Product integrity should be a factor in your vendor selection, according to Murphy. As an example, it's a factor that Gartner considers when choosing its DXP leaders. “It’s not always checkmarks: they've got this and they've got that,” Murphy said. Rather, buyers should ask these questions, he said.
- Is it integrated and rationalized?
- Is there overlap with another product?
- Is it really integrated when they say they have analytics and web content management?
Related Article: DXPs and CDPs: How to Measure and Improve Your Digital Customer Experience Metrics
5. Avoid Monolithic Solutions
Your DXP vendor can't be monolithic. The systems should be interoperable with whatever comes next. You need flexibility on the edges, especially if you're focused initially on a customer experience effort, Murphy said.
“There's a huge and ever-changing dynamic market for MarTech technology. [DXPs] have to have a strong consideration for openness and ability to integrate with whatever so that a customer using them as a center of gravity would still be able to take advantage of third party technologies,” he cautioned.
6. Recognize the Culture Aspect
Digital experience isn’t a technology problem, it’s a cultural problem, according to Tom Wentworth, former chief marketing officer at RapidMiner and CMO at Recorded Future. “Buying a DXP,” Wentworth said, “isn’t going to turn your company into a customer-obsessed brand like Ritz Carlton or Disney.”
Instead, start by taking an honest look at the relationship you have with your customers, and you’ll often find that buying DXP technologies is “just a crutch to cover up for a more fundamental customer experience issue,” he said.
7. Prepare Your People
Don’t underestimate the role people play in assembling your digital experience technology stack, Wentworth said. Nothing is worse than spending time and money on a platform that doesn't get adopted or used to it's potential.
“Organizations fall in love with magical product demos with more special effects than a Michael Bay blockbuster. But if you don’t properly staff, train and motivate your team to embrace your new shiny object, then you will fail. Failed DX deployments aren’t the result of bad products. They are the result of poor planning. I’ll take people over products 100 percent of the time,” said Wentworth.
8. Ask: What Is Our Desired Business Outcome?
Murphy asks DXP buyers when they ask him about vendors, “What is the business outcome that you're after?” Many in the hunt for digital experience software haven't really thought about what they're after in terms of improving the business.
Before you look at vendors, know what capabilities and qualities of the disciplines you need to account for in order to accomplish those business outcomes. Murphy said in forming research into this space, his team at Gartner "wiped the slate clean" and forgot about categories. It broke it down to what's the complement of functional capabilities, irrespective of how certain categories have grown over time, that an organization would need?
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9. Create Your Long-Term Roadmap
Where do you want to be in five years? What's the vision of the future? Once you define that, work your way back to where you are now, according to Murphy, “What's the incremental approach you’re going to make toward investing in a DXP platform?” You may find that a DXP is simply not for you.
You may find your specific initiatives would be better addressed by a more direct solution like in the digital commerce space. “There's some interplay there, and we think of digital commerce as one of many use cases for a DXP, but if you need digital commerce and you need it now, then you're better off probably going with a digital commerce provider," said Murphy.
