Roles That Benefit from MPM

Built for Marketers,
Loved by Finance & IT

Tyler Douglas,
Chief Sales & Marketing Officer


The CMO has to stand up and prove how Marketing acquires new customers, drives revenue, and in many cases turns customers into loyal and vocal advocates. That means building a high-performance team and equipping it with the right tools and information to deliver impact — and then prove that impact to the organization.

Strategic marketing planning

Allocadia is a platform for ensuring top-down strategic marketing plans are well documented and clearly communicated across the organization.

Aligning to strategic objectives

Get visibility into how the team is aligning to strategic objectives.

Global spend status

Allocadia provides instant access to global spend status: are we spending in the right areas to reach our goals? Where are we over or under plan, and why?

Marketing ROI

Finally — get accurate, real-time marketing ROI that closes the loop between marketing spend and sales results.

Decision support

Add all this up, and you have all the data you need to make faster, better decisions.

Ryan Danner
Director, Global Marketing

The Marketing Leader

The Marketing Leader – head of a region, brand, or channel – shares many of the same responsibilities as the CMO, only for a smaller scope. He’s accountable for his team’s performance and contribution to the company, and needs the resources and insights to make the most of those.

Alignment with marketing objectives

Allocadia provides clarity and visibility into overall marketing objectives to ensure everyone knows the destination.

Business-unit performance

Collaborate with your team on building out detailed marketing plans, complete with investment scenarios and integrations with key Do Marketing systems for easier execution.

Investment status

Gain real-time insight into both committed and available spend without depending on Finance for help.

Tactical ROI

Only Allocadia helps you understand exactly how each program and activity impacts the pipeline, and what it cost to get there.

Decision support

At the end of the day, you need a wealth of information to make key decisions about what to do next. Get it all in one place with Allocadia.

Susan Vanin
Director, Global Marketing Operations

Juniper Networks

Marketing Operations

Marketing Operations plays a critical role in building alignment across teams, processes and programs in the marketing organization. They manage everything from improving operational efficiencies to streamlining technologies and reporting on analytics to the CMO. Marketing Operations wants to be less of a service center and more of a strategic advisor to the rest of the marketing team – they just need the right tools and information.

Strategic planning & alignment

A platform that helps align bottom-up tactical plans with top-down strategic targets.

Standardized structure for marketing plans

A standardized marketing taxonomy and planning structure that ensures every Marketing team member reads from the same playbook, whether from a formal framework like SiriusDecisions or your own unique view.

Integrated with the MarTech stack

Seamless integration with other core marketing technologies.

Show marketing’s impact

One place to connect investments to results to show the impact Marketing has on the business.

Better decision making

From spend management to attribution to ROI, Allocadia includes a powerful analytics and reporting engine that exposes key insights and helps drive better decision making.

Christina Rea
Marketing Campaigns Manager

The Marketer

Marketers come in many stripes: events, email, social, outdoor, print, etc. What they all have in common is a target audience, a tactical toolbox, and a budget. Their job is to get the best value for money, which requires them to know what’s working and what isn’t, and where they have financial room to maneuver.

Dramatic time savings

Time is money. Allocadia helps marketers spend less time planning and more time marketing. That’s instant ROI right there.

Clearer decision making

Clear visibility into the bigger marketing and corporate goals to help guide decisions.

Project the marketing impact of marketing activities

Easily project how much revenue each program and activity will drive.

A finger on the pulse of marketing spend

Instant access to spend status: what’s committed, and what’s left for a given period.

Campaign-level results measurement

Finally, a single place to go to see the results being generated by every campaign and activity, and how much it cost to get there. Now the Marketer can own the ROI conversation along with the CMO.

Learn more from marketing leaders and marketing operations

Carey Rutigliano
Director, Financial Planning & Analysis


The CFO owns the company’s official financial position, and seeks to be a strategic partner with all other departments. When it comes to marketing, the CFO wants to know that spend is occurring as planned and fully aligned with where the business wants to go.

Integrated with finance systems

Thanks to a secure integration with the financial system of record, Marketing always works off approved numbers.

Real-time spend visibility

Real-time visibility into every stage of marketing spend — planned, forecast, and actual — without having to spend cycles digging it up.

Accruals & amortization

Finally, a proper accrual and amortization system that Marketing can actually use on their own, resulting in greater budget accuracy and less back-and-forth time.

Marketers do the reconciling

A reduction of up to 90% in time spent reconciling POs and invoices because Marketing is doing it themselves, mapped to the right GL codes.

CFO & CMO collaboration

With the details taken care of and everyone reading from the same playbook, the CFO and CMO can collaborate strategically, not reactively.

Scott MacGregor
Manager, Marketing Operations


IT is the steward of your corporate technology infrastructure — or at least most of it. They’re responsible for your organization’s data security and a wide range of compliance requirements based on your industry. They need confidence that the software you want won’t compromise the standards they’ve put in place.

SOC2 & ISO Compliance

Allocadia complies with the Security SOC2 Trust Service Principle, audited annually by Deloitte. Our information risk management program is aligned to ISO 27001, 27002, 27005, and 27036.

Resilient cloud application

Allocadia is a hardened, resilient cloud application with redundant security protocols throughout the software and infrastructure stack. Our database does not contain any Personally Identifiable Information (PII) about your customers.

Highly scalable

Our platform is highly scalable to support thousands of concurrent users across thousands of budgets, supported by a geographically redundant infrastructure that ensures high availability and performance.

Industry-standard API

Our industry-standard API allows seamless integration with virtually any other system, including all leading enterprise marketing platforms.

Trusted by world-leading IT organizations

Allocadia is a market-proven enterprise marketing performance management platform trusted by global innovators including Symantec, IBMCharles SchwabVMWare, and Red Hat.

Improve marketing planning and budgeting today!

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