About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

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' websites; and customer loyalty. He has helped brokerages, asset managers, and insurers design their websites 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."
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 run 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.
Bill is a graduate of Harvard University.
Performance Management: The SVM Practice Playbook
Many sourcing and vendor management (SVM) organizations know they need to identify the right metrics to prove the value of their work. Yet finding the right metrics is a challenge: Every SVM...
Processes: The SVM Practice Playbook
Many sourcing and vendor management (SVM) clients struggle to define the core process responsibilities of their job — and that's no surprise given the number of activities that SVM is...

What is the industry framework for vendor segmentation for a VMO?

Despite Some Operational Barriers, SVM Is Moving Ahead
The Forrester SVMO Maturity Model is designed to provide SVM professionals with a brief self-assessment tool that enables SVM organizations to evaluate their program maturity, articulate the...
Most smart sourcing professionals know that making smart sourcing decisions can result in a significant competitive advantage for their business. Yet in the face of rapid tech market changes,...
Focus On A Supplier's Market Performance, Not Just Its Delivery Performance
The increasing importance of innovation and strong vendor management to most sourcing and vendor management (SVM) professionals is having a major effect on the dynamics of sourcing strategy. In...
The VMO is becoming more and more important for companies. As such, the demand to create a structure is prominent. To avoid pitfalls and get a jump-start on this, we at Forrester designed a workshop...
How do you transition services to a third party, and what is the impact on both the retained organization managing the service in the future and the IT organization that will receive the service? How...
What are the dos and don'ts in setting up a vendor management office (VMO)?
Rumors became official on Tuesday: Siemens succeeded in finding a viable partner to buy its IT Solutions and Services (SIS) business. For all of us following the market in the past it wasn’t a...
Value Communication: The SVM Practice Playbook
Many sourcing and vendor management (SVM) professionals fear getting called into their CIO's office to justify their value. This fear often has some justification: Because executive leaders often...

Skills And Staffing: The SVM Practice Playbook
Many sourcing and vendor management organizations (SVMOs) are delivering effectively against their core mandate today, despite resource constraints. However, most SVM professionals are mapping their...

What are additional roles/responsibilities of the VMO?
A Hot Market, But Questions About ROI, Vendors, And Integration Remain
Forrester has identified pervasive video as one of the four "groundswell" technologies that IT leadership will use to empower their employees over the next decade. Since Forrester's insights on video...
In the mid-1990s companies tried to combine some of the advantages of outsourcing with the benefits of keeping important internal know-how and key resources. As a result, the shared service center...
This Report Is The First In A Series On Vendor Viability
Today, third-party spend accounts for more than 70% of the total budget — everything except personnel costs. Sourcing and vendor management (SVM) professionals must make sure that they spend...

IT Archetype Serves As The Foundation For Effective Organizational Alignment
Although most companies understand the need for a more strategic vendor management office (VMO), many of these companies don't know where to organize their vendor management activities. Because...
What do I have to do to prepare for defining a sourcing strategy?
Sourcing and vendor management (SVM) organizations are the professional link between the internal business demand and the external supply resources. SVM professionals have to engage with business...

What does Forrester refer to as co-sourcing model; what is Forrester's definition of a co-sourcing model; and what are the major pros and cons of a co-sourcing model compared to dedicated model?
Aligning Key Stakeholders With Sourcing Process Increases Value
Forrester defines different generations of outsourcing capabilities within firms based on the level of experience. Companies starting on their outsourcing initiatives are defined as "first...

Despite Some Operational Barriers, SVM Is Moving Ahead
Forrester fielded its second annual Global Sourcing and Vendor Management Priorities Online Survey in Q3 2011 to 156 sourcing and vendor management (SVM) professionals. The survey highlighted some...

It Empowers The Workforce, But Puts Pressure On Security And Risk
Clients often ask Forrester why they should pay for desktop video solutions when there are free consumer market solutions that could be available to everyone in the organization. This is a valid...
In the realm of IT services sourcing, the strategic decisions and vendor selection process for your company's applications and infrastructures are perhaps the most important. Your service...

What do I have to do to prepare for defining a sourcing strategy?