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.
Forrester's inquiry analysis shows that evolving IT performance measurement and metrics has been near the top of most CIOs' to-do lists as they struggle to measure and communicate the value that IT...
Forrester estimates that, in 2011, hotels will produce $27 billion in online sales from US leisure and unmanaged business travelers. Not bad, but how much better could that be? To help travel firms...
Three Steps To Get You On The Path To Running 24x7x365 Services
The extended enterprise of internal employees to external customers, partners, and suppliers expect services to be delivered to them 24x7x365 in a seamless fashion. But running an always-on,...
Benchmarks: The Contact Centers For Customer Service Playbook
This report outlines the method for defining metrics as part Forrester's solution for application development and delivery (AD&D) executives looking to implement customer service metrics. This report...

Budgets: The BT Strategic Planning Playbook
Understanding the difference between the costs to run the business and the costs to grow or change the business is crucial to effective technology investment budgeting. In addition, the way these...

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...

Performance Management: The Business Technology Resiliency Playbook
This report outlines Forrester's solution for developing effective objectives and metrics for business technology resiliency (BTR) programs. The current state of BTR metrics is unsatisfactory —...

North American Consumer Technographics®
This report is a graphical analysis of Forrester's North American Technographics® Online Benchmark Survey, Q3 2011 (US, Canada). It provides a generational overview of US consumers'...
Performance Management: The Business Process Management Playbook
Advancing technology for business process management (BPM) and analytics is allowing broader and deeper treatment of performance metrics. As a result, defining and using performance metrics is an...

Performance Management: The Mobile Security And Operations Playbook
This report outlines the performance management of Forrester's solution for infrastructure and operations (I&O) executives working on mobile security and operations. This report is designed to help...
Budgeting And Planning: The Cloud Computing Playbook
Forrsights surveys show that enterprises are turning to the cloud for speed and lower cost — but are the savings really there? The answer isn't always obvious; it might be that your internal...

Forrester Applies Its Website Functionality Benchmark Methodology To The Sites Of Four US Mass Merchants
In the large-format mass merchant sector, Wal-Mart and Target have successfully implemented market-leading online retail functionality and connected consumer touchpoints to enhance their customer...

Assessment: The Business Intelligence Playbook
Forrester's business intelligence (BI) maturity self-assessment model helps BI professionals quickly assess the maturity of their current-state environments. It also allows BI pros to benchmark their...
Benchmarking Web Sites Using Forrester's Online Video Product Scorecard
Over the past year, our video strategy series has presented the business case goals and best practices for adding video to your Web site. In this report, we demonstrate how our online video product...

Strategic Plan: The Service Management And Automation Playbook
This report outlines Forrester's solution for IT infrastructure and operations (I&O) leaders to develop their service management and automation (SMA) strategic plan. This is important as the...

Use This Holistic And Actionable Approach To Drive Real Improvement
Modern problems require modern solutions. As firms wrestle with transforming application development and delivery to embody business technology (BT), leaders require clear measurements to justify,...

In mid-2010, Forrester surveyed 598 CIOs and other senior IT managers across Australia, China, Hong Kong, India, Japan, and New Zealand on their current cloud implementations and their plans for and...
Australian Banks Excel In Supporting The Online Application
Forrester evaluated the public Web sites of the big four Australian retail banks — Australia and New Zealand Banking, Commonwealth Bank of Australia, National Australia Bank, and Westpac...
Insights From Asian CIOs At Forrester's CIO Summit APAC 2012
CIOs in Asia face an inconvenient truth: transform or be overwhelmed by the forces of change. These forces include the consumerization of IT, "everything-as-a-service," enterprise mobility, big data,...
Incremental Changes Can Have A Big Impact On Quality
All software has bugs. Application development teams do the best they can to avoid and fix them. But developing quality software is hard. Why? Virtually all application development teams are squeezed...
Performance Management: The Business Intelligence Playbook
Business intelligence (BI) is often defined as processes and technologies to manage business performance, with the ultimate goal of making more informed decisions based on real data, not hunches. But...

Landscape: The EA Practice Playbook
Since 2009, Forrester's global state of enterprise architecture (EA) online survey has tracked the trends, priorities, and challenges of the EA practice. In our latest survey, the scale of EA value...

PowerVM Is A Critical Advantage For IBM's Power Systems
IBM's POWER7 system — arguably the most dramatic server design development since the first POWER4 dual-core microprocessor architecture — makes advanced virtualization stacks a core...
Future Look: The Business Process Management Playbook
Enterprise architects leading business process management (BPM) excellence initiatives live at the crossroads of business strategy and process execution, providing BPM insights to technologists and...

Performance Management: The Workforce Enablement Playbook
This report outlines Forrester's solution for developing effective metrics to measure the performance of your workforce computing initiatives. Identifying and implementing a comprehensive, relevant...