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.
Deliver Blazing-Fast Web, Mobile-Native, And Hybrid Applications
Over the past decade, infrastructure and operations (I&O) teams have focused large amounts of resources on making their customer-facing websites blazingly fast because website experience had a direct...
Going Hands On With KonyOne Shows How Middleware Is Evolving
In the latest installment in our "hands-on mobile" series, we rebuild and deploy the simple mobile application we built last fall with the KonyOne mobile middleware platform. The KonyOne platform...

This report summarizes the 28-page Forrester report "Mobile Is The New Face Of Engagement." By 2016, smartphones and tablets will put power in the pockets of a billion global consumers. However,...

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...

Strategic Plan: The Mobile App Development Playbook
In the past year, we've handled more than 200 client inquiries regarding what technology approach best suits mobile app development needs. The most common question we field is: "Should we go with a...
Pragmatic Adoption Of SOA, Agile, Open Source, And Cultural Change Tactics Yielded Improved Business-IT Relationships And A More-Agile Organization
The Vatican Bank, or Istituto per le Opere di Religione (IOR), transformed its application development and delivery organization over a three-year period to become: 1) agile — to respond to...
Benchmarks: The Mobile App Development Playbook
This report outlines the benchmarks aspect of Forrester's solution for application development and delivery (AD&D) professionals working on mobile development. This report is designed to help you...

Progress Software Leads; IBM, SOA Software, WSO2, And Managed Methods Have Strong Solutions
In Forrester's 51-criteria evaluation of standalone service-oriented architecture (SOA) management solution vendors, we found that Progress Software leads the pack with its broad and deep...
Strategic Plan: The Digital Experience Delivery Playbook
Digital customer experience is the next big opportunity for application development and delivery (AD&D) professionals. Business leaders responsible for marketing, sales, and support need advice and...

Processes: The Agile Commerce Playbook
Today's consumer engages through a variety of touchpoints, yet many brands struggle to deliver cross-touchpoint experiences. Too many firms focus on each touchpoint in isolation and fail to enable...

How Seven Vendors Are Addressing The Evolution Of Online Testing
In Forrester's 53-criteria evaluation of online testing platform vendors, we identified the seven most significant providers — Adobe, Autonomy, Maxymiser, Monetate, Optimizely, SiteSpect, and...
Future Look: The Agile And Lean Playbook
This report outlines the future look of Forrester's solution for application development and delivery (AD&D) executives working on Agile and Lean. It is designed to help AD&D execs discover Agile and...
eBusiness Pros Should Evaluate The Use Of Mobile Augmented Reality To Simplify Services
Mobile augmented reality (AR) is on the verge of becoming a powerful tool that eBusiness professionals can use to engage consumers all the way through their purchase journey. The use of augmented...

Future Look: The Cloud Computing Playbook
The cloud landscape is shifting to cover a broader range of enterprise needs. Why? Cloud is curing the lack of responsiveness and economic flexibility that ails on-premises IT. Look for the popular...

Build/Buy Capabilities: The Cloud Computing Playbook
CIOs frequently ask us which applications they should consider moving to the cloud or replace with cloud services. Forrester provides you with a methodology to answer this question and help you...

Automate Release Management To Keep Up With Rapid Development
This Forrester case study offers infrastructure and operations (I&O) leaders and teams an example of how to improve the effectiveness of their service management and automation (SMA) initiatives...

With the advent of Agile development, business analysts (BAs) have to prove their worth in a developer-centric environment where their role may be seen as nonessential. BAs need to navigate the...

Product Strategists Should Stay Ahead Of Disruption With Innovation Now
Tablets have been the "it" product of 2010 and 2011. But they're not the final form factor. It's time for product strategists to anticipate what's coming next. We've identified five form factors as...
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...

Road Map: The Business Applications Playbook
Firms are often torn between forces driving application change or transformation and the overarching desire for cost management. At the same time, they often struggle to deliver projects on time and...

Skills And Staffing: The Mobile Operations And Security Playbook
This report outlines the skills and staffing needs for Forrester's solution for security and risk (S&R) and infrastructure and operations (I&O) executives working on mobile security and operations...

Tools And Technology: The Business Intelligence Playbook
Building custom business intelligence (BI) solutions is time-consuming and inflexible; therefore, application development and delivery (AD&D) pros heading BI projects should move away from a...
Strategic Plan: The Agile Commerce Playbook
Today's multichannel company faces enormous pressure to adapt to changing customer expectations and emerging competitive threats. Legacy channel-centric approaches and siloed organizations can no...
Skills And Staffing: The Agile And Lean Playbook
This report outlines the skills and staffing part of Forrester's solution for application development and delivery (AD&D) executives working on Agile and Lean. It is designed to help AD&D execs act...
Vision: The Portfolio Management And PMO Playbook
Before IT can transition to business technology (BT) and become an effective partner with the business, the two groups of leaders must completely rethink the way they plan and execute — and...