Forrester Research Inc.

As founder and CEO of Forrester Research, George is one of the most influential thought leaders in the world of business and technology. During his nearly 30-year career, George has become a trusted advisor to CEOs of leading global companies by providing forward-looking and pragmatic analysis on the impact of technology change on business. Under George's leadership, Forrester operates with the mission to make leaders successful every day and the vision that "technology changes everything" business, society, government, and consumers. Since Forrester's inception in 1983, its commitment to both the mission and vision has created one of the most successful technology and market research firms worldwide, garnering accolades from Forbes magazine as one of the "200 best small companies in America" in 2008 and from Fortune Small Business as one of the top 100 Fastest-Growing Companies. Forrester also has ranked as the number one analyst firm by The Knowledge Capital Group for three consecutive years and was named one of the 100 Top Places to Work by The Boston Globe. George's "direct approach and refreshing candor," as noted by BusinessWeek, is one of the key reasons executives seek his guidance on technology and marketing strategies, IT and personal technology trends, and a range of leadership issues. Throughout his career, George has made provocative, tenacious, and groundbreaking technology calls, including the birth of client/server computing, the dot-com implosion, the rise of Social Computing, the transition from IT to BT (business technology), and the burgeoning opportunities enabled by the extended Internet (X Internet), which connects the physical world of things to the digital world of information. George has participated in the World Economic Forum's annual meeting in Davos, Switzerland, for the past eight years. There, he has spoken on panels covering key business technology issues, such as the demise of the Internet bubble, the future of open source, and the evolution of global Innovation Networks, and most recently, he led a workshop about corporate social networking. He also serves as a member of the Forum's Tech Pioneers selection committee. George has also addressed other national and international audiences, including the 2006 Fortune Brainstorm conference in Aspen, Colo.; the Houston CIO Executive Summit; The Commonwealth Club of California; the Fortune Global Forum 2005 in Beijing; the SBS Seoul Digital Forum 2005; the United Nations conference, "The Net World Order: Bridging the Global Digital Divide;" and the ICT World Forum @ CeBIT, the most prestigious IT and communications event in Europe. George's analysis has been quoted in The Wall Street Journal, The Times (London), The Economist, Wired, BusinessWeek, Forbes, Financial Times, and The New York Times, among numerous other publications and social media, and he has been interviewed on prominent broadcast outlets, such as CNN, CNBC, and National Public Radio. Read George's blog Counterintuitive, or follow him on Twitter. George was a 2006 recipient of the national Ernst & Young "Entrepreneur of the Year Award" in the services category. George is a graduate of Harvard University.

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Dwight Greisman became Forrester s Chief Marketing Officer in August 2008. Mr. Greisman joined the Company in 2005 as Vice President and Practice Leader, Forrester Leadership Boards. Previously, he was Managing Director at the Forbes Consulting Group Quantitative Analytics Division from 2001-2004.

With nearly 30 years of experience leading human resource organizations and coaching company executives, Elizabeth serves as Forrester's Chief People Officer. As such she leads the company's human resources team in the development of all people-related strategies and programs including, learning and growth, recruiting, and compensation and benefits. Elizabeth joined Forrester in June 2006 as vice president, Strategic Growth for the Americas. Prior to joining Forrester, Elizabeth was a partner at Executive Destinations, an executive career management firm handling coaching, leadership development, and outplacement for financial services, technology, and professional services companies, including Forrester. As a founding member, she was responsible for career coaching and business development initiatives. Elizabeth began her career at Babson College where she established the first human resources function for the college. During her nearly 20-year tenure, she provided leadership for all human resources matters, and managed staff growth from 300 to 1,000. She was also responsible for developing and implementing new initiatives, including collegewide management training and development programs, and competency-based performance management and compensation programs. While at Babson, Elizabeth also taught strategy management and human resource classes to undergraduates and participated in Babson Executive Education programs. Elizabeth holds a Master of Business Administration and a Bachelor of Science degree from Babson College.

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Research Focus Andy serves Vendor Strategy professionals. He is a leading expert on IT spending, purchases, and budgeting trends; IT spending benchmarks; and tech sector economics. He also covers sourcing and procurement technologies (eSourcing, eProcurement, contract life-cycle management, accounts payable electronic invoice presentment and processing (AP-EIPP), automated spend analysis, supplier networks, and eMarkets) and B2B eCommerce trends. In addition, he covers IT budgets, priorities, and business impacts in the utilities, oil and gas, and professional services industries. Previous Work Experience Andy has extensive experience in the technology market and in strategic planning, both as an analyst and a practitioner in the business world. Andy came to Forrester through its acquisition of Giga Information Group in 2003, where he had worked as a vice president and research leader since 1998. Prior to joining Giga, Andy held a variety of vice president positions at American Express in the chairman's office, technologies, strategic planning, and re-engineering. Before joining American Express, Andy worked as an economist, writer, and editor for various organizations, including Shearson Lehman Brothers; the US House of Representatives' Committee on Banking, Finance, and Urban Affairs; and the Council on Wage and Price Stability in the Executive Office of the President. Andy has been a regular participant in Forrester's IT Forum conferences, delivering keynote addresses in 2006 and 2007 with colleagues on the future of software. He has also been a recurring presenter at Conference Board conferences on eProcurement and eSourcing. He has been quoted in leading business and technology publications, including BusinessWeek, The Economist, The New York Times, and The Wall Street Journal. Education Andy earned a B.A. in philosophy from Haverford College and a Ph.D. in history from Johns Hopkins University.

Research Focus Bill serves eBusiness & Channel Strategy professionals. He specializes in the attitudes and behaviors of mass-affluent and affluent investors; online investing; brokerages, mutual funds, and insurers; financial advisors; financial firms' Web sites; and customer loyalty. He has helped brokerages, asset managers, and insurers design their Web sites and understand their market opportunities. His recent reports include "Segmenting Today's Investors." During his 12 years at Forrester Bill has led the company's coverage of the financial services industry. He has led research on other industries as well, including media and online advertising. Bill is the author of several Forrester Big Idea documents, including "Customer Advocacy: The Secret To Loyal Financial Services Customers." Previous Work Experience Before joining Forrester, Bill spent 14 years designing, building, and running online services for business and consumer users. As a producer-in-chief for the AT&T Business Network, Bill led the design and implementation of one of AT&T's first Web-based products. He also led the development and launch of Ziff-Davis Interactive's services for Prodigy. Before Ziff-Davis, Bill was a vice president and creative director of new product development at Citibank, where he led the development of the user interface and applications for the first full-screen consumer telephone. He also managed relationship marketing for Citibank's PC banking service. Prior to Citibank, Bill helped build and then ran Huttonline, the first-ever online service from a full-service brokerage. He was also a researcher and writer at Newsweek. Bill has been widely quoted in publications including BusinessWeek, The New York Times, USA Today, and the Wall Street Journal. He is a much sought-after speaker and moderator at conferences. As host of Forrester's Financial Services Forum for 10 years, Bill has conducted on-stage interviews with the chairmen and CEOs of dozens of major firms, including American Express, Bank of America, Capital One, Charles Schwab, Citi, Edward Jones, and Vanguard. Education Bill is a graduate of Harvard University.

Research Focus Bruce serves Customer Experience professionals. He is a leading expert in how companies build differentiation with customer experience through corporatewide strategies and initiatives. Bruce was instrumental in the development of many of Forrester's customer experience evaluation methodologies and training courses. During his 10 years with Forrester, Bruce has led the company's financial services and customer experience practices. His research focuses on the business strategies, operational processes, and organizational structures required to create and sustain superior customer relationships. He identifies best practices in customer experience leadership and voice of the customer programs, including the use of methodologies like Net Promoter. Bruce has authored several Forrester Big Idea reports on customer experience: "Scenario Design: A Disciplined Approach To Customer Experience," "The Customer Experience Value Chain," and "Experience-Based Differentiation." He also created Forrester's Customer Experience Index, which ranks the customer experience of more than 100 large companies. Previous Work Experience Bruce has extensive experience with technology-based business ventures, managing technology-centric efforts in both large and small firms. Prior to joining Forrester, Bruce was an executive officer at a couple of startups — including NetBroker, where he built one of the first Internet-based retail brokerage applications. Before those startup experiences, he held management positions at General Electric, Stratus Computers, and Fidelity Investments. Bruce has been widely quoted in the press, including such media outlets as BusinessWeek and the Los Angeles Times. An accomplished public speaker, Bruce also has delivered keynote speeches at many events, including Forrester's Consumer Forum, Finance Forum, Executive Forum, Technology Leadership Forum, and European IT Leadership Forum. Education Bruce holds a master's degree from the MIT Sloan School of Management, where he concentrated in business strategy and operations. He also holds a bachelor of science degree in mechanical engineering from Union College.

Research Focus Chip serves Business Process & Applications professionals. He researches using management processes, technology architectures, business applications, and external service providers to provide the maximum value to internal customers of IT through the service desk and external customers of an organization through customer service and contact centers. Previously, Chip developed the Total Economic Impact™ (TEI) model and program to help clients make decisions about the overall financial value of IT strategies. Previous Work Experience Chip has 20 years of experience in the IT industry. He came to Forrester through its acquisition of Giga Information Group. Prior to joining Giga, he was director of business development for Passport Designs, where he managed both the customer service center and the direct sales organizations. In 1992, he implemented a program where technical support agents would be rewarded if their interactions led to the sale of an upgrade or additional product. Chip also held senior positions at Ingres, where he was group manager of desktop and Unix platform marketing, as well as Ingres' representative to the X/Open ISV council. Chip has delivered presentations and workshops worldwide to audiences ranging from four to 400. His work on calculating and communicating the value of IT and IT projects was the subject of a cover story in PC Week and has been featured in BusinessWeek, CIO Magazine (US and Canada), InformationWeek (US and Germany), and numerous other business and trade publications. He has also appeared as a panelist on Silicon Spin with John Dvorak on ZDTV. Education Chip earned a B.A. in anthropology from Hamilton College.

Research Focus Frank serves Vendor Strategy professionals on paradigm shifts in IT infrastructure and researches topics such as customer use and adoption of cloud services, cloud computing, virtualization, grid/HPC computing, and new client systems. To give Vendor Strategy professionals a full perspective on cloud computing, Frank focuses on demand across all markets, including service providers, SMBs, and enterprise for the three types of cloud computing — software-as-a-service, platform-as-a-service, and infrastructure-as-a-service. Frank kicked off Forrester's research on Organic IT in 2002, setting a market-leading vision for shared and automated IT infrastructure. In his eleven years at Forrester, Frank has helped many vendor and enterprise clients develop and improve their strategies and marketing for taking advantage of market developments for more efficient IT infrastructure. Frank's past research also includes enterprise handheld technologies, enterprise portal technologies, application and integration servers, business intelligence, and data warehousing. Previous Work Experience Frank joined Forrester in 1998 with two years of experience as an analyst of data warehousing and business intelligence technologies. Before becoming a technology industry analyst, he spent two years at Symmetrix, a consultancy based in Lexington, Mass., where he helped insurance industry clients use information technology to improve their core business processes. Frank developed his initial process improvement expertise with four years of work on total quality management techniques at an auto parts division of General Motors. Frank has been widely quoted in the press, including such media outlets as BusinessWeek, The New York Times, and The Wall Street Journal. An accomplished public speaker, Frank also has delivered keynote speeches at many events, including Forrester's Technology Leadership Forum and European IT Leadership Forum. Education Frank has a master's degree in management from the MIT Sloan School of Management and a master's degree from the MIT Technology and Policy Program. He also holds a B.S. in mechanical engineering from Duke University, with a second major in political science.

Research Focus Jost serves Enterprise Architecture professionals, particularly around financial services. As an analyst, he is an expert on a number of global banking architecture and technology topics, including banking platforms, software infrastructure, multichannel platforms, and application strategy planning. He also covers enterprise architecture from an organizational and process perspective on an industry-neutral basis. In addition, he is working on global EA. During his more than eight years with Forrester, Jost has provided strategic analysis and pragmatic advice to executives, operational-level managers, and architects on topics like strategy plans, architecture development, and governance, as well as large-scale software development, integration, and deployment. As a conference speaker and quoted expert, Jost has addressed numerous topics like industry trends, implementation, the operation and migration of applications and systems, as well as the economic and strategic issues around these technologies. Previous Work Experience Jost came to Forrester through its acquisition of Giga Information Group. Prior to Giga, Jost was director of architecture at DG Bank, where he was responsible for the medium- and long-term development of architecture and related topics and for the definition of the technology part of its multichannel strategy. He was the chairman of the bank's architecture decision body. Prior to joining DG, Jost worked as a technology consultant for eight years. He was responsible for a consulting practice that ran projects in the architecture and information technology space. Earlier, Jost worked on database systems, operating systems, software development, Unix standardization, and IT security, including contribution to the German and European IT security criteria. Education Jost holds the German equivalent of a master's degree in computer science from the RWTH Aachen University.

Research Focus Julie serves Vendor Strategy professionals. She is an expert in IT services and outsourcing, with particular emphasis on helping suppliers refine their IT services strategy, packaging and pricing of offerings and portfolio optimization, effective management of channel and partnerships, go-to-market strategies, marketing and messaging creation and refinement, and competitive differentiation. Julie also has responsibility for a wide range of topics, including mergers and acquisitions, vendor management, service delivery automation, software licensing, contract negotiation, and IT legal issues. Previous Work Experience Julie came to Forrester Research through its acquisition of Giga Information Group. A 31-year veteran of the IT industry, Julie has extensive experience in manufacturing, insurance, higher education, banking/financial services, outsourcing/professional services, and commercial software development. Prior to joining Giga, she served as a senior executive in the IT outsourcing industry and as a CIO of a major banking institution.

Navi Radjou is a vice president at Forrester Research. He investigates how globalized innovation with the rise of India and China as both a source and market for tech innovations is driving new market structures and organizational models, which Forrester designates as "Global Innovation Networks." He advises senior executives worldwide on new organizational designs and business processes their firm must adopt to sustain global competitiveness through technology-enabled innovation. During his eight years at Forrester, Navi has advised senior execs around the world on issues related to innovation, supply chain, and customer service. Navi was named by Supply & Demand Chain Executive magazine as one of the "Pros to Know," honoring an elite group of professionals who have excelled in the innovative use of supply chain technologies and practices within user companies. Prior to joining Forrester, he was a technology consultant in Asia working with both private and public-sector companies -- and a development analyst at IBM's Toronto Software Lab. Trilingual, Navi earned his M.S. degree in information systems at Ecole Centrale Paris, and also attended the Yale School of Management.

Research Focus Paul serves Business Process & Applications professionals. His coverage includes the ERP market, financial management and human resources management systems and business processes, and business performance solutions. Paul is a leading expert in the overall enterprise applications market, analyzing trends such as software vendor mergers and acquisitions, next-generation architectures, industry-specific strategies, market sizing and segmentation, and packaged application deployment models (including software-as-a-service). Paul has been instrumental in developing Forrester's decision frameworks in the areas of vendor selection, application strategies, and justifying application upgrades. Paul works extensively with both applications user clients and vendor clients, internationally and across a wide variety of industries. He assists corporate and governmental user organizations with vendor selection, upgrade decisions, and business process optimization strategies. Paul works with software vendors and services providers to evaluate their products, develop go-to-market strategies, and provide competitive analysis. Previous Work Experience Paul came to Forrester through its 2003 acquisition of Giga Information Group. He has been an industry analyst for nine years and has more than 27 years of overall experience in research and advisory services, management consulting, and systems integration. Prior to joining Forrester, Paul was a management consulting practice director with The Hunter Group, specializing in financial and human resources systems. He also held consulting management positions with Coopers & Lybrand and Ernst & Young. A frequent speaker on Webcasts for Forrester clients and professional organizations, services firms, and software vendors. Paul is also frequently quoted in mass media and IT trade publications. Education Paul earned a B.A. in economics from Connecticut College and an M.B.A. from Duke University's Fuqua School of Business. He is a certified public accountant (CPA) and a certified management accountant.

John Cass is a Founding Fellow of the Society for New Communications Research and Online Community Manager for Forrester Research, where he is working on developing enterprise social media and extending Forrester's engagement strategy with clients and community. John is also the author of Strategies and Tools for Corporate Blogging. He was 2005/6 President of the Boston Chapter of the American Marketing Association. In 2005, Mr. Cass was lead author of the 'Corporate Blogging: Is It Worth The Hype?" study and website on the value and benefits of corporate blogging and jointly authored the 2006 Backbone Media Blogging Success study with Dr. Walter Carl of Northeastern University. John has been blogging at his PR Communications blog since 2003.

Barry Murphy, Principal Analyst at Forrester Research, is a featured speaker and a leading expert on all things retention: records management, content archiving and electronic discovery. Learn more about the new Federal Rules of Civil Procedure guidelines for e-discovery, as well as the challenges of data retention compliance to support e-discovery requirements.

Research Focus Charles serves Consumer Product Strategy professionals. His research covers consumer mobility and the digital home. He has an end-to-end understanding of consumer wireless, encompassing consumer behavior, devices, networks, carrier strategy, content and applications, as well as mobile as a marketing channel. His research on the digital home examines the enabling networks, connectivity solutions, content and applications, and the changing role for service providers, media companies, marketers, device makers, and application developers in this evolving environment. He is also responsible for Forrester's annual Benchmark Data Overview, the company's annual summary of the state of — and forecasted growth of — consumer technology adoption Charles' research and analysis have been widely cited in publications including The Wall Street Journal, The New York Times, The Financial Times, and BusinessWeek as well as on ABC, PBS, CNN, CNBC, and NPR. Previous Work Experience Prior to joining Forrester, Charles held senior technology positions at Citigroup, providing strategic technology guidance across business units in consumer and corporate finance. Among his projects were initiatives in consumer mobile banking in Japan, mobile commerce in Japan, and mobile payments in the US. His previous experience covers a wide variety of technologies and markets, including CAD for integrated circuit design, 3-D graphics for film and broadcast, consumer entertainment software, interactive television, and production systems for game development. Education Charles holds M.S. and B.S. degrees in mathematics from the University of California, Santa Cruz.

Eric Scheirer, Ph.D. is an Analyst in the Media and Entertainment group of Forrester Research. His research at Forrester is concerned with the impact of technology on business-to-consumer delivery of entertainment content such as music, movies, and sports. He also follows the changes in copyright law and Internet policy forced by the growing wave of new-media applications and consumer demands for digital content. Before joining Forrester, he was one of the leading technology innovators in the digital-music arena, playing a key role in the development of the MPEG-4 Audio standard. He received his doctorate from the renowned MIT Media Laboratory for his research on automated music-listening systems.

Taylor is responsible for driving the Forrester Leadership Boards' membership business in EMEA. He brings 23 years of international strategic operational experience from across the IT, software, telecom, commercial, and government sectors to his role at the firm. Prior to joining Forrester, Taylor held top positions at Intershop, EDS, and Metromedia Fiber Networks.

Julie Katz is a data specialist at Forrester Research, a market research firm in the technology sector. She focuses primarily on the advertising and media sectors. Julie has formerly been the Project Coordinator at the National Center on Family Homelessness with the Research and Evaluation Team and has held positions at Dana-Farber Cancer Institute and Facing History and Ourselves. She holds a Masters degree from Harvard Graduate School of Education in Administration, Planning, and Social Policy and a degree from Cornell University in Language and Cognitive Science.

Prior to joining Forrester, Lisa spent more than 15 years in consumer marketing in both brand and direct marketing. She has worked for Fortune 500 manufacturers, retailers, and marketers including American Express, Fortune Brands, Sears, and Time. Lisa has developed and launched award-winning new products and categories in the mass, drug, and office products channels. In her career, Lisa has led brand management, market research, consumer development, Web development, and new product development teams.Lisa has been widely quoted in the press, including such media outlets as Money, US News & World Report, and The New York Times. An accomplished public speaker, Lisa has spoken at numerous client and industry events.

Liz, based in Cambridge, MA, is a senior analyst at Forrester Research. One of her key areas of focus is SaaS where she helps clients evaluate the SaaS model including benefits and tradeoffs of SaaS deployment, best practices for pricing and contract negotiation, and strategies and considerations for maximizing the value of SaaS investments. Prior to joining Forrester in 2002, Liz worked at the US Department of Transportation's Volpe Center, programming a computer simulator to test equipment for GPS-based ship navigation. Liz also worked as a researcher at the MIT Media Lab, programming "smart" objects that sense and "think," and researching electronic ballot user experience as part of the Caltech/MIT Voting Technology Project. Liz holds a B.S. in computer science and electrical engineering from the Massachusetts Institute of Technology.

Vidya is currently a senior analyst specializing in customer experience at Forrester Research. There she assists companies understand the business value of design, helping them improve their customer experience strategy and self-service channel experience. Prior to her role as an analyst, Vidya was a user interface designer with Symbol Technologies and a strategist in the office of the CTO at Critical Path. She received a B.S. from Stanford University and an M.S. from the Media Lab at the Massachusetts Institute of Technology where as an Intel Fellow, she designed and prototyped several novel interfaces and interaction techniques. She has traveled, worked and studied throughout Europe, India, and Southeast Asia. While in college, Vidya designed her own study abroad program at the Institute for Logic, Language, and Computation at the University of Amsterdam, Netherlands. She has also worked as an interface designer at Siemens AG in Munich, Germany. Vidya's personal interests focus both abroad and at home. She has served as a volunteer for Hands On Bay Area, and worked as a Computer Center Coordinator and Tutor for the Ventura Teen Center, part of the YMCA.

Rob Galford is a managing partner of the Center for Executive Development. He divides his time across teaching on Executive Education programs and working with senior executives at the world's leading organizations on the leadership issues that lie at the intersection of strategy and organization. He has taught on the Executive Programs at the Columbia University Graduate School of Business, the Kellogg Graduate School of Management at Northwestern University , and most recently Harvard University . Earlier in his career, Rob was Executive Vice President and Chief People Officer of Digitas (NASDAQ:DTAS), a marketing services firm based in Boston , with offices worldwide. He was also a Vice President of The MAC Group and its successor firm, Gemini Consulting, focusing largely on the strategic and organizational challenges facing Fortune 100 Companies, international financial institutions and professional services entities. While there, he worked for a number of years in Western Europe prior to returning to the U.S. , where he took on a variety of firm administrative and managerial responsibilities. He has practiced law with the international firm of Curtis, Mallet-Prevost, Colt & Mosle in New York , and has also worked in investment management, first for Citicorp in New York , and later in Boston . In addition, he has taught Management Policy in the MBA Program at Boston University Graduate School of Management. Rob is a four-time contributor to the Harvard Business Review, including "When an Executive Defects" (case comment-1997), "Why Can't this HR Department Get Any Respect?" (1998), "What's He Waiting For?" (1999), and "The Enemies of Trust" (2003). His work also has appeared frequently in the Boston Globe, where he has served as one of the regular "Job Doc" advice columnists in the Sunday Globe, and he has been featured or quoted in such other publications as Inc. Magazine, Sloan Management Review, and The American Lawyer. Rob is the co-author of The Trusted Advisor (with David Maister and Charles Green), initially published by Free Press/Simon and Schuster in 2000, and subsequently reissued in paperback by Touchstone/Simon and Schuster in 2001. The Trusted Advisor has been on business best-seller lists since the time of its publication. His newest book, The Trusted Leader (co-authored with Anne Drapeau), was published by The Free Press in January 2003. Rob currently sits on the Boards of Directors of Forrester Research, Inc. and Access Data Corporation. He also hosts the business video, Talk About Change! with the popular cartoon character, Dilbert. His educational background includes Liceo Segre, Turin , Italy , a BA in Economics and Italian Literature from Haverford College , an MBA from Harvard Business School and a JD from Georgetown University Law Center , where he was an Associate Editor of The Tax Lawyer.