DELIVERING DIGITAL EXPERIENCES

How to choose a digital experience platform (DXP)

Learn about the most important factors to consider, key features to compare, and steps to follow when selecting a DXP.

3 minute read

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Marketing in the digital age

Remember the time when almost every digital experience started on a company website? A brand's website represented the digital core of the brand, and marketers could count on customers to go there first. That era is long gone, of course. Marketers today must deliver multichannel experiences across many devices to meet rapidly accelerating expectations. Customer journeys are more complex than ever, and to cut through the noise, brands have to share consistent and personalized messages at every opportunity.

Technology alone can’t solve strategy issues, but the right combination of tools can help companies reach their full potential in the digital age. This article provides a framework and guidance for professionals who are responsible for selecting, deploying, and managing a unified digital experience platform (DXP).

Simply defined, a DXP is an integrated suite of tools and services that scales personalized, omnichannel engagement for the digital age. DXPs empower organizations to drive the meaningful interactions that build customer loyalty by providing the means to speak and listen to their prospects, customers, employees, and other stakeholders. Companies that choose and deploy their DXP wisely reap the benefits of faster time-to-market, streamlined marketing workflows, and long-lasting customer relationships.

6 questions to prepare

If you’re just beginning to explore the need for a DXP solution, start by answering these six questions to clarify objectives and frame the project:

  1. Who are the key stakeholders?
    Identify a small group of individuals to discuss and guide the decision.
  2. What business goals do you want to achieve?
    Digital experience technology should not lead the agenda. Rather, it should underpin the strategy. Set your objectives, determine your roadmap, and then look for a solution that will enable it all.
  3. What foundational capabilities do you need to meet these specific goals?
    Are you looking for commerce, analytics, omnichannel delivery? Make a list, then group the requirements into capabilities you already have, and those you’ll need to acquire.
  4. What is unique about the way you curate digital experiences for your customers?
    Understanding the nuances of your own marketing campaigns and publishing environment will help ensure that the DXP you select can align to the company’s existing workflows.
  5. What type of analytical insight do you need to make decisions?
    With a realistic picture of the data you want to collect and how you'll use the insight it reveals, you’ll be better equipped to choose the best DXP.
  6. What does the current martech stack look like?
    Don’t go any further without conducting a thorough review of your current martech stack. Note who in the organization uses which parts of the stack, which phases of the buying cycle each component supports, and any existing connections within the stack. You’ll also want to look beyond just martech and consider other technologies — such as CRM — that will need to integrate with it. This information will be invaluable, not only for planning but also for deployment and adoption of your DXP.

Should you replatform or improve your current site?

Improving your current site is usually the practical starting point when the main problems involve content, navigation, page design, or conversion journeys and your platform can support the changes. Replatforming becomes worth evaluating when underlying limitations repeatedly prevent progress, such as unsupported technology, restrictive content models, unreliable performance, or integrations that are costly to maintain.

Before committing, ask your team to scope the priority improvements on the existing platform. Compare that work with the full cost and disruption of migration, including content changes, integrations, training, and ongoing operations. A phased approach may let you replace the capabilities causing the greatest difficulty first.

Top DXP characteristics

With a clear sense of priorities and agreement among key stakeholders, you can start to consider the characteristics of a specific solution. For almost every organization, flexibility is going to be priority number one. Here are some additional considerations:

  • Analytics: Look for reporting that connects content and customer behavior to defined business goals. Ask vendors to show how marketers compare page performance, identify where visitors abandon key journeys, and measure whether a tested change improves conversion. Confirm which insights are available within the DXP and which require connected analytics tools. SitecoreAI provides page and variant performance analytics within its editing experience, alongside experimentation and personalization capabilities.
  • CMS: At the foundation of every leading DXP is a powerful content management system that runs the company’s website and supporting editorial processes. For more on the differences between a CMS and DXP, read this article.
  • Commerce: If you’re looking for an e-commerce engine, it should be integrated with content, so it can handle the end-to-end shopping experience, from inventory and orders to pricing and promotions. For more tips on evaluating commerce solutions, see “Six key capabilities for a modern commerce platform.”
  • Cost: To evaluate the true cost of ownership for your DXP, consider subscription, licensing, professional services, and other fees — then consider these costs in relation to expected benefits. Don’t settle for anything less than exceptional ROI.
  • Future-proof: At some point in the not-too-distant future, you will need to add DXP capabilities that weren’t important to the original scope. How difficult will it be to extend the platform to support digital asset management, marketing automation, or other urgent needs? Better to know before you commit.
  • Interoperability: Is interoperability central to the solution or does it appear to be an afterthought? The solution you embrace should be able to integrate easily with third-party solutions.
  • Security & compliance: It goes without saying that any DXP you select must provide top-notch security at every level. For global organizations, compliance with privacy regulations around the world is another critical factor to compare.

How to choose a DXP for global AI-driven marketing

For enterprise marketing teams adopting AI, the most important platform capabilities connect AI to everyday work: access to approved brand content, configurable review controls, and a clear path from content creation to publishing and measurement. Global organizations also need support for regional operations and tools marketers can use independently once the platform is configured.

Ask vendors to demonstrate a campaign using your own content and regional requirements. Follow the work from the initial brief through publication, and check where teams need to switch tools or rely on custom development.

What to evaluate What to ask vendors to demonstrate;
Brand context Show how AI uses approved brand guidance and source material when generating content, and how reviewers check the output.
Regional execution Adapt a campaign for another market, including translation and local review. Show how regional teams work within shared brand standards.
Human oversight Demonstrate who can generate, edit, approve, and publish content. Show how teams trace changes and review AI actions.
Personalization and measurement Use audience information to deliver a relevant experience, then show how marketers test it and measure results against a defined goal.
AI discoverability Show how teams identify gaps in AI answers about their brand and turn those findings into content changes they can publish and monitor.
Integration and total cost Identify the connections to existing systems and explain which capabilities require additional licenses, usage fees, or implementation work.
Enterprise scalability Show how the platform manages your expected number of sites, markets, users, and content items. Ask for performance evidence, service commitments, and relevant implementation references.
Usability for marketers Have a marketer adapt and publish a campaign using configured components and workflows. Identify which tasks require developer support or specialist training.

SitecoreAI is worth shortlisting when your priority is to connect AI-assisted marketing with the content and experience workflows your teams already manage. The platform brings together SitecoreAI CMS, digital asset management, content operations, audience insights, and conversion optimization. Its Agentic Studio supports agents grounded in brand context, with review controls that help teams oversee their work. Use the demonstration to establish what your organization can run from day one, what needs configuration, and how much effort each regional rollout will require.
Chapter 4

Successful DXP deployments

Once you’ve settled on a preferred DXP, the real work begins. As with any new technology, excellent communication and training are critical to driving end-user adoption. Keep an eye on the objectives that you established during the planning stage, so you’ll have a clear picture of the before and after comparison. For example, you may want to measure and document whether time-to-market has accelerated or customer satisfaction has improved. Take the time to gather real-time feedback, so you can adjust the implementation and rollout as needed to maximize ROI.

Results should be tied to the problem the investment was intended to solve. General Assembly reports a threefold increase in visitor-to-lead conversion and 12.5% faster page loads following its move to a composable SitecoreAI platform. Use customer evidence to understand the scope of the implementation and the outcomes measured, then establish your own baseline and targets.

Your DXP platform should provide a fully integrated and seamless digital experience across channels and devices and throughout the entire customer journey. Give marketers the opportunity to focus on quality over quantity, and amazing things surely will happen.

See what the right DXP can do for your marketing.

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