Widely recognized expert in marketing technology and analytics. Independent consultant since 1987, specializing in marketing trends, technology strategy, product requirements, and vendor selection. Clients include major firms in retail, insurance, health care, communications, publishing, consumer goods, marketing services, and technology.

  • Founder of Customer Data Platform Institute at https://www.cdpinstitute.org
  • New research appears regularly on http://customerexperiencematrix.blogspot.com
  • Have written hundreds of articles on marketing technology for publications including Information Management, DM Review, DM News, Relationship Marketing Report, Bank Marketing, Target Marketing, and The Journal of Database Marketing.
  • Frequent presenter at conferences in U.S., Europe, and Asia.
  • Author of Marketing Performance Measurement Toolkit, B2B Marketing Automation Vendor Selection Tool, and Guide to Customer Data Platforms.

Specialties: marketing measurement and analytics, marketing technology evaluation and selection.