Derek Miers

Principal Analyst serving Enterprise Architecture PROFESSIONALS

Derek serves Enterprise Architecture Professionals. He is an internationally recognized expert in business process management (BPM) and organizational transformation. He has worked in this area for more than 20 years, dealing with major brands, governmental organizations, and nongovernmental organizations (NGOs). Derek's research focuses on the methods, approaches, frameworks, tools, techniques, and technologies of business architecture; BPM; business process improvement; business transformation; and organizational change. He places special emphasis on an outcome-based, customer-focused approach.

Previous Work Experience

Derek is a well-known keynote speaker and chair of major EA conferences. As co-chair of BPMI.org, he helped merge the organization with the Object Management Group (OMG).

Education

Derek completed the Early Growth Program at London Business School.

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22 results in Reports

  • Bill Doyle
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile And Social Technologies Come Late To Wealth Management

    Younger Generations Are Just The First Wave Of Mobile and Social Adopters

    To date, traditional investment and life insurance firms have been insulated from the disruptive forces of mobile and social technologies because their best clients are older. In countries around the...

    • Downloads: 1004
  • For eBusiness & Channel Strategy Professionals

    Report:Full-Service Wealth Management Firms: It's Time To Transform Your Websites

    Website Quality Is Positively Correlated To More Money From Clients

    Advisor-based firms serving the wealthiest US investors have neglected the online channel for years, leaning heavily on the person-to-person channel instead. But full-service firms' clients are...

    • Downloads: 650
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Vanguard Uses Social Media To Learn From Its Clients

    Adoption of social media among investors is relatively high, but many investment firms have been slow to embrace the medium. The Vanguard Group has had success by using social media to engage with...

    • Downloads: 614
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Affluent Investors Seek Online Collaboration

    Smart Full-Service Firms Will Use The Web To Connect Advisors And Clients

    Forrester's data shows that more than one in four affluent US investors express interest in online collaborative advice tools such as co-browsing. In fact, the largest segment of affluent investors...

    • Downloads: 594
  • For CMO Professionals

    Report:How Financial Services Firms Win Loyal Customers

    Customer Advocacy 2011: How Customers Rate US Banks, Investment Firms, And Insurers

    Marketing leaders at top-ranked financial services firms have found the secret to loyal customers. Forrester calls it customer advocacy: customers' perception that a firm does what's best for them,...

    • Downloads: 805
  • For eBusiness & Channel Strategy Professionals

    Report:2013 Mobile Wealth Management Functionality Benchmark

    E-Trade And Fidelity Lead The Pack

    With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the...

    • Downloads: 598
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Generali France Supports Financial Advisors With Innovative Mobile B2B App

    With The Launch Of iNomineo, Generali Focuses On A Major Revenue Source

    Generali France's iNomineo app for the iPhone offers financial advisors mobile access to client information, details of clients' holdings and past transactions, and graphic illustrations of market...

    • Downloads: 439
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2013: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Credit Card Issuers, Insurers, And Investment Firms

    For 10 years Forrester has shown that customer advocacy — the perception on the part of customers that their firm does what's best for them, not just the firm's own bottom line — is the...

    • Downloads: 386
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2012: How Customers Rate US Banks, Investment Firms, And Insurers

    Our research shows that a key driver of deeper customer relationships among financial services consumers is a trait we call "customer advocacy" — the perception on the part of customers that a...

    • Downloads: 695
  • For eBusiness & Channel Strategy Professionals

    Report:Which Digital Touchpoints Should You Focus On Now?

    Use The Splinternet Engagement Index To Jumpstart Your Agile Commerce Strategy

    This report, originally written for market insights professionals, includes content relevant to eBusiness and channel strategy professionals. Here's why: The golden age of the Web is over. The...

    • Downloads: 626
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Ameriprise Uses LinkedIn To Help Consumers Find Advisors

    Social media will have an outsized impact on relationship-based businesses like investment firms, life insurers, and private banks. Some of these wealth management firms are piloting programs that...

    • Downloads: 522
  • For eBusiness & Channel Strategy Professionals

    Report:Must-Have Features For Client Sites Of Wealth Management Firms

    Best Practices From The Secure Websites Of Leading US Investment Firms

    Forrester's research shows that web access on a personal computer remains, overwhelmingly, the touchpoint of choice for US investors who want to see their accounts or make a trade. In fact, getting...

    • Downloads: 372
  • For eBusiness & Channel Strategy Professionals

    Report:Collaborative Advice

    Using Digital Touchpoints To Enhance Advisor-Client Relationships

    In the past, financial advisors and agents typically didn't involve clients in the advice generation process. They worked their magic behind the scenes and then presented clients with the final...

    • Downloads: 465
  • For eBusiness & Channel Strategy Professionals

    Report:How To Create A Site That Appeals To Affluent Investors

    Use Importance And Quality Ratings To Prioritize Improvements To Your Site

    Four out of five US online affluent investors visit their investment firms' websites at least a few times a year. What secure-site features do they value most? Account inquiry features —...

    • Downloads: 555
    • Comments: 1
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:The ROI Of Mobile Investing And Mobile Trading

    Making The Business Case For Mobile Efforts At Wealth Management Firms

    Mobile has become a high priority for eBusiness teams at wealth management and investment firms. In the US, the proportion of online adults who use the mobile channel to manage their investments rose...

    • Downloads: 681
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2013: Digital Wealth Management

    Digital touchpoints have become the channel of choice for most investors worldwide. Despite this massive shift in channel preferences, few wealth management firms dedicate substantial resources to...

    • Downloads: 594
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy Q2 2012: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Insurers, Investment Firms, And Credit Card Issuers

    When customers feel that a financial services firm acts in their best interest, they are willing to invest more, borrow more, and buy more products from that firm. We call this corporate trait...

    • Downloads: 507
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:More US Investors Adopt eDelivery, But Most Still Get Paper

    Eager to reduce the costs of mailing paper statements and other client communications, investment firms have been promoting electronic delivery (eDelivery) to their customers. It's working: The...

    • Downloads: 248
  • For eBusiness & Channel Strategy Professionals

    Report:Weaning US Investors Off Paper Statements

    The number of investors who receive statements and other account communications on paper through the mail continues to fall. Yet most investors still receive paper. Why? Many say they need paper...

    • Downloads: 122
    • Comments: 1
  • For eBusiness & Channel Strategy Professionals

    Report:The Top Five Trends In Digital Wealth Management For 2012

    Mobile, Social, Video, Advice, And Usability Will Change Retail Investing

    Rocketing adoption — by financial advisors and agents as well as investors — is driving five digital trends that will change the wealth management industry. Smart eBusiness managers will...

    • Downloads: 1151
    • Comments: 1
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:How Clients Want To Interact With Financial Advisors

    Younger Consumers Prefer Online Chat, Websites, And Email

    Now more than ever, clients are using new channels to communicate with their financial advisors. Younger clients show a strong preference for communicating with advisors through digital channels like...

    • Downloads: 710
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Must-Have Features For Public Sites Of Wealth Management Firms

    Best Practices From The Public Websites Of Leading US Investment Firms

    The Web is now the most popular channel for US consumers researching investment products: More buyers of products like individual retirement accounts (IRAs), mutual funds, and exchange-traded funds...

    • Downloads: 274