Professional, full-time consultant and analyst since 1998 BS 1988, University of Texas at Tyler
Competitive and market reseach specialist. Certified in competitive intelligence analysis techniques. Author and co-author of IDC's Managed Workflow Services MarketScape 2015, Customer Communication Services forecast 2015, Patient Communications in US Healthcare 2015, and Managed Document Services MarketScape 2013 and 2014.
Director of Research for IDC's Customer Engagement Document Technologies and Services practice.
10+ years as a consultant to Fortune 1000 and International companies with a focus on Banking and other Financial Services, Insurance, Healthcare, Government and Education.
** Critical Enterprise Projects Business owner since 2002, working with strategic consulting partners across the country to provide subject matter expertise and analytical frameworks on critical enterprise projects.
Successful engagements that reduced cost by outsourcing non-core functions, validated efficient operations through benchmarking; Built strategic partnerships through effective and efficient RFP processes, and; Created solid transition frameworks for modernized customer communications.
** Competencies Accomplished technical and operations manager with strong problem solving, organization, analytical, and communication assets.
Author of numerous articles, white papers, and research studies on 1:1 marketing, personalization, transpromotional messaging, and direct marketing.