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

Gene provides research and advisory services that address the needs of Enterprise Architecture Professionals. Gene has been researching best practices in making enterprise architecture programs effective since 1999 and focuses on helping clients implement a pragmatic approach to EA that has clear value to business and IT leaders.
Gene has more than 25 years of IT experience, including enterprise architecture planning, infrastructure architecture, IT management, performance management, capacity planning, product strategy, and application development. Gene came to Forrester through its acquisition of Giga Information Group. Prior to joining Giga, he was director of infrastructure architecture and capacity planning at John Hancock Financial Services in Boston. Previously, he held senior IT positions at First Data Corporation and Fidelity Investments and development and marketing management positions at leading software firms.
He has published dozens of papers on various topics and has spoken at a variety of conferences in the US and abroad.
Gene earned a B.A. in psychology and music from Wesleyan University in Middletown, Connecticut.
Business Case: The Customer Loyalty Playbook
Loyalty technologies play a central role in the execution and differentiation of customer loyalty programs and, more specifically, in driving consumer participation in a program across channels...

This report provides a case study supporting Forrester's best practices for customer intelligence professionals working to drive customer loyalty. Forrester identifies four crucial best practices for...

Tools And Technology: The Customer Loyalty Playbook
Customer loyalty is top of mind for most marketers, but with so many vendors claiming to drive explicit or implicit loyalty, it's often difficult to identify a solution that best fits marketers'...
Epsilon And Kobie Marketing Lead, With Brierley+Partners And Aimia Close Behind
Companies turn to loyalty program service providers for support across the loyalty value chain — from program strategy, technology, and program management to creative, fulfillment, and...

Landscape: The Customer Loyalty Playbook
Consumers join programs of brands they like, but they limit their participation to only a few programs and are motivated by the desire to seek out discounts. Since 2008, consumer attitudes toward...
Direct Integration With Social Channels Creates The Richest Engagement And Data Opportunities
Across the globe, more and more consumers are interacting socially than ever before. When it comes to loyalty, social channels provide an opportunity for brands to engage with members beyond the...
Strategic Plan: The Customer Loyalty Playbook
Loyalty programs that attempt to implement a cookie-cutter strategy and ignore customer insights typically struggle and usually lack meaningful results. Organizations seeking to build a program that...
Technology plays an integral role in managing and executing a loyalty program. But buyers face an array of technology solutions that support their loyalty needs in different ways. This report is...
Mobile Channels Offer Rich Opportunities For Rewards And Engagement
Mobile continues to grow in importance for reaching and engaging empowered consumers and loyalty program members. From a data perspective, it opens up new streams of information that provide better...
Vision: The Customer Loyalty Playbook
This report outlines the vision of Forrester's solution for customer intelligence executives working on driving customer loyalty. Many loyalty programs fail because they focus too heavily on...

Continuous Improvement: The Customer Loyalty Playbook
Successful loyalty programs offer a boost to customer retention, customer satisfaction, and the bottom line. But today, many programs fail to reach success because they haven't mastered even basic...
Performance Management: The Customer Loyalty Playbook
This report outlines Forrester's performance management solution for customer intelligence executives working on driving customer loyalty. Measuring the performance of loyalty programs remains a...
Assessment: The Customer Loyalty Playbook
Successful intelligence-driven loyalty involves five major components: strategy, data, customer intelligence, offer management, and measurement. This report outlines Forrester's assessment process...

Executive Overview: The Customer Loyalty Playbook
Customer loyalty is a hot topic. Companies look to loyalty programs to enhance customer knowledge and drive customer retention, revenue, and engagement. But, while they see the potential of loyalty...

Benchmarks: The Customer Loyalty Playbook
Forrester recently surveyed 81 loyalty program marketers about their loyalty programs and strategies in an effort to understand the size, structure, and performance of customer loyalty programs. This...

Processes: The Customer Loyalty Playbook
Loyalty programs promise to increase retention and satisfaction, but they often fall short of delivering results because they lack an innovative strategy to set them apart from the competition. This...

Organization: The Customer Loyalty Playbook
This report outlines the organization process of Forrester's solution for customer intelligence executives working on driving customer loyalty. It is designed to help firms use stakeholder mapping to...