About Forrester
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Peter serves eBusiness & Channel Strategy Professionals. He specializes in serving financial services customers through online, mobile, and other remote channels. He has helped banks, brokerages, insurers, and other financial providers improve their online and mobile services, and plan their online and mobile strategies. Peter works with firms to better understand market opportunities and meet client needs. His recent reports include "Mobile Channel Strategy: An Overview." During his four years at Forrester, Peter has worked on projects that sized the market for mobile financial services, improved firms' online banking functionality, segmented existing customers and prospects, and quantified the value of digital services. In addition, Peter co-developed Forrester's mobile banking and mobile investing ROI models.
Prior to becoming an analyst, Peter was a researcher at Forrester. In that role, he developed Forrester's mobile financial services ROI model and was a key contributor to updating, maintaining, and applying the Forrester Website User Experience and Functionality Benchmark (WSB) methodology.
Peter holds dual M.S. degrees in advertising and applied communications research from Boston University, as well as a B.A. from Trinity College in Hartford, Connecticut.
I got a lot of feedback from my last blog post, and I’d like to share my thoughts on each of these statements about customer service. I am sure my point of view is contentious, so please keep...
Today, the gap between customers’ expectations and the service they receive can be huge. There’s an explosion of communication channels that customers use—voice, digital channels...

It is often said that managing a call center is more of an art than a science. Some customer service managers use standard operational metrics to manage their business to – like average hold...
I was at Oracle’s Analyst day today, and spent time with the Customer Experience Team drilling into the technology that allows organizations to deliver consistent, cross-channel,...
There is no single metric against which to benchmark the performance of your customer service organization. It’s like flying a plane—you can’t do it by just looking at your altitude...
One of the pillars of crafting an “ideal customer service experience” is to offer a consistent service experience across the communication channels that you support. So what does this...
Step 7 of my 10-step program on how to master your service experience is to think outside the customer service box. We know that customers don’t choose to interact with you...
Knowledge management for customer service has always been a difficult proposition. It’s not that knowledge management fails to work; it does its job well, as proven by the numerous case studies...
Companies can use social technologies to help deliver a customer service experience that aligns with customer expectations, ultimately resulting in a more loyal customer base and a larger wallet...

66% of customers say that “valuing their time is the most important thing a company can do to provide good service.” A knowledge base is typically used to empower agents and customers...
Business process professionals supporting customer service operations understand the need for data but do little to take responsibility for its quality. Data management professionals, on the other...

With 2011 still bright and full of hope for most of us, what are the key trends that customer service professionals need to pay attention to as you plan for success this year? Here are the top trends...
Profiles Of Eight Leading Customer Service Outsourcing Vendors
This report outlines the building versus sourcing part of Forrester's solution for application development and delivery (AD&D) executives looking to build, buy, or outsource a customer service...

Customer Experience Professionals' Introduction To Enterprise Feedback Management Vendors
Customers know what good service is, and demand it from each interaction they have. More often than not, they are disappointed — and are quick to voice this disappointment. Customer service...
MyCustomer.com recently asked me what my thoughts were about CRM: Why initial CRM projects failed, what has now changed to make deployments successful, and what the future holds for CRM. Here is the...
How Novell Transformed Its Global Technical Support Operations
In the services industry, the ultimate goal is to increase customer satisfaction while lowering support costs with improved productivity. Unfortunately, introducing new tools for productivity gains...
Assurant Solutions, a leading provider of specialty insurance, was considering novel ways to increase customer satisfaction and long-term loyalty and at the same time control operational costs. The...
We all know the 4 P’s of marketing – product, price, placement, promotion – that dictate the success of your marketing initiative. But, what about customer service? To me, 4...
Executive Overview: The Contact Centers For Customer Service Playbook
Customers increasingly demand experiences that include self-service options, real-time responses, mobile capabilities, and social interactions. But customer service executives face the constant...
