What We Do

In addition to providing retainer services, I perform the following types of projects for my clients:

For my vendor clients, a typical engagement would center around a new product or concept that the client wants to develop or launch. The project would start with a workshop to go discuss the new product or concept and come up with a plan for taking it to market. There is typically a research phase, where I perform primary and/or secondary research in support of the project, as well as customer and other stakeholder interviews, as needed. The project usually results in a white paper or report that helps the client define the value of the new product or concept in the market. Depending on the project, these white papers and reports can be targeted at C-level executives, line of business buyers and influencers, external partners, internal sales and marketing, and prospective investors. I also do competitive, market, brand, and technology research projects that are intended primarily for internal consumption only.

For end-user clients, my work includes a wide range of research into product, technology, and business-related issue with respect to enterprise software selection and implementation, including assisting companies in writing requests for proposals and in evaluating vendor responses.

Examples of recent reports and white papers for my vendor clients follows.

Business Transformation and Business Content
Business Transformation and Business Content

Extended CRM and the Relationship Imperative
Extended CRM and the Relationship Imperative:
Supporting Business Interactions, Driving Innovation and Success

Empowering Business Users and Improving Customer Centricity: An Analysis of StreamServe Persuasion
Empowering Business Users and Improving Customer Centricity:
An Analysis of StreamServe Persuasion

The Hidden Costs of Oracle Applications - click to download report
The Hidden Costs of Oracle Applications

Realizing the Pentaho Agile BI Opportunity
Realizing the Pentaho Agile BI Opportunity:
BI for the Masses and Customer Success