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.
Distributed and fast-paced business organizations are a major challenge for IT. Distributed business units tend to see the world from their viewpoint, creating overlapping and sometimes competing...
Stakeholder Needs: The EA Practice Playbook
This report outlines the stakeholder needs portion of Forrester's solution for enterprise architecture (EA) professionals building a high-performance EA practice. This report is designed to help you...

Build/Buy Capabilities: The BT Strategic Planning Playbook
Forrester's BT Strategic Planning playbook helps CIOs build a BT technology road map — starting with business goals and identifying the business and technology strategies to achieve the goals....
A Third Generation Of Tools Addresses Broader IT Management Needs
The EA tools market is transitioning to offer a new generation of products. As EA teams extend their scope, they are looking for tools that help them with their strategic objectives and engage a...
Metrics: The EA Practice Playbook
This report outlines the metrics for enterprise architecture (EA) impact of Forrester's solution for EA executives building a high-performance EA program. Developing and executing a metrics and...

Business Case: The Emerging Technology Playbook
The business appetite for new technology to fuel innovation, generate growth, engage with customers, and create differentiation is insatiable. According to our survey data, however, your business is...

Strategic Plan: The Information Strategy And Architecture Playbook
A new era of information agility is upon us that promises an explosion of opportunities similar to that of the dot-com boom period. But these opportunities are completely dependent upon an...

Building An EA Program For "Dummies"
As businesses begin to look past the economic downturn, they are executing strategies that require a changed IT mission and plan. This in turn is changing the needs and expectations the EA function...
Forrester hosted a "tweet jam" on technology trends on July 29. Cloud was clearly atop all other subjects, but business intelligence (BI), mobile, and social were also discussed — the general...
The purpose of this assessment tool is to serve as a starting point to help managers and employees discuss the development of skills typical to various architecture roles. It works as a communication...
This workbook provides a step-by-step overview of the contents of the High-Performance EA Readiness Toolkit. Use this deck as a primer for completing the Excel-based readiness toolkit and to learn...

Although Many Buy An ESB First, More Buy SOA Management In The Long Run
Although enterprise service bus (ESB) products are an early focus for purchase by service-oriented architecture (SOA) users, SOA management products have more-sustained buying focus and also...
An Empowered Report: High-Impact Technologies That You Should Track
Forrester began summarizing technology trends last year to help enterprise architects create their organizations' technology watch lists. For this year's list of top trends, we've used the same...
Wipro's Case Study Shows The Way
Forrester interviewed the executives responsible for the deployment of the Lean continuous improvement initiative at Wipro Technologies, a global supplier of technology services. The case study shows...
This report is designed to give sales enablement professionals an introduction to the enterprise architect (EA) role, as well as an overview of the general concerns facing people in this position....
A challenging trend for enterprise architecture teams is extending their influence across the enterprise, and a prerequisite for achieving this influence is a deep understanding of "what's going on...
Findings From Forrester's Q3 2010 Global Financial Services Architecture Online Survey
Forrester's Q3 2010 Global Financial Services Architecture Online Survey shows that financial services firms fall into two groups: One focuses on single vendor technology stacks, allowing for easier...
Create A Cohesive Business From Your (Seemingly Random) Collection Of Applications And Data
Integration is a perennial challenge for application development and delivery (AD&D) professionals. Vintage, monolithic applications are hard to deal with, and point solutions abound, including point...

To bring eBusiness strategies in line with a vision of agile commerce — where companies serve customers seamlessly across touchpoints — we find that many firms are in the midst of massive...
Hint: Virtualization Changes Everything
Configuration management has been a necessary but time-consuming function that's become increasingly important as IT has embraced better processes. Unfortunately, the tools used to track...
A Profile Of One Of The Winners Of The InfoWorld/Forrester Enterprise Architecture Award
EA organizations often toil out of the limelight, working with their firms to improve business-IT alignment, rationalize the application portfolio, and guide technology use. Forrester teamed up with...
Road Map: The Emerging Technology Playbook
Firms increasingly depend on technology to be innovative and disruptive. However, our data indicates that most firms are not doing a good job of getting new technology in the door and ensuring that...

Planning Methods: The EA Method Playbook
In most businesses today, technology has become a strong driver for innovation. The fruits of technology innovation are experienced all across the business model — from the point of customer...
Executive Overview: The EA Method Playbook
Faced with continuous change — from technology innovations, new markets, and competitive shifts — businesses must become more agile. Sustainable business agility, the ability to...

Processes Provide Structure; BPM And Other Technologies Enable Rich, Ongoing Process Optimization
Your organization's business processes cut across application boundaries, but traditional architectures reinforce these boundaries. In contrast with 20th-century solution models, which center on...