--- title: One Enterprise Assessment to Govern a Global Digital Transformation description: Culligan partnered with Elevate Digital to assess its MarTech and AI readiness across global markets, creating a roadmap for digital transformation and immediate savings. image: https://www.elevate-digital.com/hubfs/AI-Generated%20Media/Images/Blue%20Water%20Bottle%20Pouring%20into%20Glass.png --- [![Elevate Brand Refresh Horiz Logo (light over trans)](https://www.elevate-digital.com/hs-fs/hubfs/Elevate%20Brand%20Refresh%20Horiz%20Logo%20(light%20over%20trans).png?width=180&height=48&name=Elevate%20Brand%20Refresh%20Horiz%20Logo%20(light%20over%20trans).png)](https://www.elevate-digital.com/) - [What We Do](https://www.elevate-digital.com/what-we-do) - [AI in Business](https://www.elevate-digital.com/elevate-ai) - [Migration Readiness Assessment](https://www.elevate-digital.com/cms-replatforming) - [Strategic Resourcing](https://www.elevate-digital.com/staffing-talent-solutions) - [How We Think](https://www.elevate-digital.com/how-we-think) - [Who We Are](https://www.elevate-digital.com/who-we-are) - [Job Opportunities](https://www.elevate-digital.com/transformational-talent-resourcing-elevate-your-career-open-roles) - [Contact Us](https://www.elevate-digital.com/contact-us) Case Study Commerce Strategy & Activation Ai Readiness Elevate Intelligence Platform # One Assessment to Govern a Global Digital Transformation Culligan engaged Elevate Digital to deliver an enterprise-wide MarTech, CX, SEO, AI, and Enterprise Architecture assessment across 30+ global markets and business units. The engagement gave leadership a single source of truth before committing to multi-year transformation spend, with a prioritized roadmap grounded in architecture, digital experience, ways of working, organizational change management, and measurable business value. ![culligan-logo](https://www.elevate-digital.com/hs-fs/hubfs/Logos/Logos_Clients_and_Partners/culligan-logo.webp?width=172&height=63&name=culligan-logo.webp)Client - Culligan  A global leader in water treatment and filtration, Culligan serves residential and commercial customers across 30+ markets worldwide.  Elevate Digital July 15, 2026 4 min read Start Reading ENTERPRISE ARCHITECTURE & DIGITAL EXPERIENCE ### Global Core / Local Flex Before committing to multi-year transformation spend, Culligan needed a clear view of where the enterprise stood today, where global consistency would create leverage, and where local markets still needed flexibility. Elevate Digital assessed Culligan’s MarTech, CX, SEO, AI, data, and enterprise architecture landscape to create clarity across the organization and establish a single source of truth for the roadmap ahead. 30 Business Units Assessed A global view of current-state capabilities, gaps, and readiness across the enterprise. 3 Roadmap Waves A phased path forward sequenced by value, readiness, complexity, and organizational capacity. ![Blue Water Bottle Pouring into Glass](https://www.elevate-digital.com/hs-fs/hubfs/AI-Generated%20Media/Images/Blue%20Water%20Bottle%20Pouring%20into%20Glass.png?width=1540&name=Blue%20Water%20Bottle%20Pouring%20into%20Glass.png "Blue Water Bottle Pouring into Glass") ## The Challenge **Digital strategy, enterprise architecture, and ways of working had grown apart across markets.** Like many global enterprises scaling digital operations, Culligan was navigating the difference between treading water and getting ahead. The assessment was designed to answer one practical question: where should Culligan centralize to create leverage, and where should local markets retain the flexibility needed to serve customers well? Thirty-plus markets and business units were running digital independently. Salesforce was not fully deployed, CRM practices varied across business units, EMEA and U.S. marketing teams operated as strong but separate organizations, and vendor relationships had grown organically over time. Leadership also saw an opportunity to simplify the vendor landscape, reduce duplicative spend, and make future investment decisions with greater confidence. Leadership needed a global baseline: what Culligan had, where there was redundancy, where centralization would create leverage, and where local markets genuinely needed autonomy. AI readiness was part of that picture, but the larger challenge was building the architecture, governance, digital experience foundation, and operating model required to execute transformation with confidence.   ## The Gap: **Protecting the Digital Experience at Scale** Operating across 30+ global markets meant digital maturity naturally varied. A global UX assessment across 38 Culligan-owned and affiliated sites confirmed that best-in-class digital experiences already existed inside the portfolio — but consistency was the gap. Some markets had built strong, conversion-ready experiences. Others had evolved independently, creating inconsistency in how customers experienced the brand. The opportunity was not to fix what was broken. It was to protect what was already working, close the gap between global ambitions and the enterprise foundation needed to support them, and scale the standard the strongest markets had already proven.   ## The Cost of Treading Water: $175K in annual savings identified before implementation began. Culligan engaged Elevate to validate what was working, identify where the enterprise could move faster, and build a roadmap grounded in architecture, readiness, and business value — not aspiration. Before the first major program kicked off, Culligan had already identified immediate savings and a clearer path for enterprise architecture, CRM governance, digital experience modernization, ways of working, and targeted AI activation where it could create practical value. Key outcomes included: → $175K in annual savings identified through Marketing → Quick wins activated inside existing tools with zero new platform spend → Six implementation programs defined, scoped, and sequenced across three years → Internal hiring underway, signaling executive buy-in and momentum ## The Win: A clearer current for enterprise AI execution. Culligan left the engagement with more than a roadmap. They had a clear current to move the enterprise forward: immediate savings, a global digital baseline, prioritized modernization opportunities, sequenced implementation programs, and the internal momentum to act. Elevate helped Culligan define what needed to be fixed first, where standardization would create the most value, how local flexibility should be preserved, and how to sequence transformation in a way the organization could actually absorb. AI remained a supporting workstream, focused on practical opportunities such as customer care rather than the headline of the engagement. The website assessment confirmed that Culligan's strongest digital experiences were already competitive at a global standard. The roadmap now ensures those standards are protected, enforced, and scaled across every market. The work created alignment across stakeholders, clarity around decision-making, and a practical foundation for moving from AI ambition to governed action. ## To Drive Results, You Need a Playbook The Culligan engagement was run through [Elevate Ascend™](https://www.elevate-digital.com/digital-transformation), Elevate Digital’s proprietary operating model for aligning stakeholders, validating the current state, shaping the roadmap, and preparing teams for the work ahead. The methodology gave Culligan a governed path to assess readiness, pressure-test assumptions, define decision rights, and connect strategic ambition to practical execution. The engagement was also supported by the Elevate Intelligence Platform™, Elevate Digital’s AI-native knowledge platform built for client discovery, insight capture, and reusable enterprise intelligence. During discovery, the platform helped capture Culligan’s institutional knowledge across 30 business units, improving the depth and consistency of data collection. It helped reduce missed requirements, create stronger alignment across stakeholders, and turn discovery inputs into clearer recommendations and action plans. Together, Elevate Ascend™ and the Elevate Intelligence Platform™ created a repeatable advantage: human judgment stayed in control, AI accelerated the work, and every interaction with Culligan contributed to measurable business value. ## Elevate Ascend™ *in motion* Discovery Sessions Assumptions were pressure-tested, stakeholders were aligned, and Culligan gained a clearer view of what was possible. **Enterprise Architecture** A ground-up assessment of how systems, data, and platforms connect across business units. **MarTech & CX** Mapping the customer experience and marketing technology stack for consistency and reuse. **SEO & Content Ops** Evaluating content and search operations for scalability across global markets. **AI & Data Readiness** Assessing organizational and data readiness for AI, the foundation the roadmap builds on. ## What’s Next The roadmap extends from assessment into implementation: strengthening the enterprise architecture and data foundation, rationalizing CRM, activating practical AI use cases in areas like customer care, improving operating rhythms and ways of working, establishing transformation governance, and preparing for a 30-market website replatform built for Culligan’s global scale. On This Page Share Keep Reading ## Related Insights [![7 Questions to Ask Digital Transformation Consultants](https://www.elevate-digital.com/hs-fs/hubfs/7q.png?width=640&height=360&name=7q.png)](https://www.elevate-digital.com/how-we-think-index/7-questions-to-ask-digital-transformation-consultants) Blog ### [7 Questions to Ask Digital Transformation Consultants](https://www.elevate-digital.com/how-we-think-index/7-questions-to-ask-digital-transformation-consultants) Resource For Transformation Platform Modernization Strategy & Activation Enterprise leaders can evaluate digital transformation consulting partners for CX and data strategy with these seven critical questions ... min read [Read more](https://www.elevate-digital.com/how-we-think-index/7-questions-to-ask-digital-transformation-consultants) [![Six Years on the Inc. 5000, and the Work Most Transformations Skip](https://www.elevate-digital.com/hs-fs/hubfs/6X%20Inc%205000.png?width=640&height=360&name=6X%20Inc%205000.png)](https://www.elevate-digital.com/how-we-think-index/six-years-on-the-inc.-5000-and-the-work-most-transformations-skip) Signal ### [Six Years on the Inc. 5000, and the Work Most Transformations Skip](https://www.elevate-digital.com/how-we-think-index/six-years-on-the-inc.-5000-and-the-work-most-transformations-skip) Optimize And Grow Modernization & Transformation Elevate Digital celebrates six years on the Inc. 5000 by emphasizing the importance of change management in successful digital and AI ... min read [Read more](https://www.elevate-digital.com/how-we-think-index/six-years-on-the-inc.-5000-and-the-work-most-transformations-skip) [![Robots, Crawlers, & Humans: Why Every Website Now Has Three Audiences](https://www.elevate-digital.com/hs-fs/hubfs/Webinar%20Ad%201%20(1).png?width=640&height=360&name=Webinar%20Ad%201%20(1).png)](https://www.elevate-digital.com/how-we-think-index/robots-crawlers-humans-why-every-website-now-has-three-audiences) Partner Webinar ### [Robots, Crawlers, & Humans: Why Every Website Now Has Three Audiences](https://www.elevate-digital.com/how-we-think-index/robots-crawlers-humans-why-every-website-now-has-three-audiences) Automotive Contentful Platform Modernization Modernization & Transformation Modern websites must now cater to AI, search engines, and human visitors. Learn strategies for effective content architecture and platform ... min read [Read more](https://www.elevate-digital.com/how-we-think-index/robots-crawlers-humans-why-every-website-now-has-three-audiences) [![1](https://www.elevate-digital.com/hubfs/Elev%20Logo/1.svg)](https://www.elevate-digital.com/) Adoption is our ROI. ### Contact Us [Get in touch](https://www.elevate-digital.com/contact-us) ### Job Openings [View openings](https://www.elevate-digital.com/transformational-talent-resourcing-elevate-your-career-open-roles) ### About Us [Learn More](https://www.elevate-digital.com/who-we-are) ### How We Think [Our Blog](https://www.elevate-digital.com/how-we-think) 10231 Bailey Rd B, Cornelius, NC 28031 [(704) 327-9020](tel:+17043279020) [info@elevate-digital.com](mailto:info@elevate-digital.com) - [Accessibility](https://elevate-digital.com/accessibility-statement) - [Privacy](https://elevate-digital.com/privacy-policy) - FAQs - Terms of Service © 2026 Elevate Digital. All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Elevate Digital", "url" : "https://www.elevate-digital.com/how-we-think-index/author/elevate-digital" }, "dateModified" : "2026-07-15T17:42:28.450Z", "datePublished" : "2026-07-15T17:39:10.000Z", "headline" : "One Enterprise Assessment to Govern a Global Digital Transformation", "image" : [ "https://www.elevate-digital.com/hubfs/AI-Generated%20Media/Images/Blue%20Water%20Bottle%20Pouring%20into%20Glass.png" ], "mainEntityOfPage" : { "@id" : "https://www.elevate-digital.com/how-we-think-index/culligan-ai-strategic-engagement-2026", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.elevate-digital.com/hubfs/Logos/Logos_Elevate/Elevate%20Brand%20Refresh%20Icon%20(dark%20over%20white).png" } } } ```