Bill Doyle

Vice President, Principal Analyst serving eBusiness & Channel Strategy PROFESSIONALS

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."

Previous Work Experience

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.


Education

Bill is a graduate of Harvard University.

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48 results in Everything

  • Derek Miers
  • For Enterprise Architecture Professionals

    Report:The Context Driving Business Process Management

    In today's cutthroat business world, enterprises struggle to respond to the changing needs of their customers while running efficient and effective operations and, at the same time, complying with an...

    • Downloads: 593
  • For Enterprise Architecture Professionals

    Blog:Groupthink And The Problems Of Silos

    I think we would all agree that BPM and business architecture set out to overcome the issues associated with silos. And I think we would also agree that the problems associated with silos derive from...

    • For Enterprise Architecture Professionals

      Report:BPM Basics

      The term "process" signifies different things to different people. At one end of the spectrum is a set of practices; at the other end, there are procedures. The term "procedure" describes a...

      • Downloads: 777
    • For Enterprise Architecture Professionals

      Charts & Figures:Business Case Table Of Contents

    • For Enterprise Architecture Professionals

      Report:The Secret To Managing BPM Risk, Part 1

      Focus BPM Projects On The Business, Not Technology

      Business process management (BPM) projects are fundamentally different from IT projects. Rather than a fixed set of software deliverables with a predetermined end state, the outcome of a BPM project...

      • Downloads: 493
    • For Enterprise Architecture Professionals

      Blog:BPM Research - How Do You Identify The Operational Processes

      In the early part of next quarter, I am entering a research phase on a topic I have alluded to many times: techniques for Process Architecture. One of the key problems that BPM initiatives suffer...

      • For Enterprise Architecture Professionals

        Blog:Getting The Mix Right

        Many business people still struggle to see the role of business processes in building better performance (i.e., business results). So I thought I would share this little hook that I developed within...

        • For Enterprise Architecture Professionals

          Blog:BPM Research Series

          For most of the past year or so, I have been working on a set of research docs in parallel to my inquiry and consulting work at Forrester. And the results are finally becoming available on the...

          • For Enterprise Architecture Professionals

            Report:Forrester's Business Capability Portfolio Assessment: Process Guide

            Even experienced executives have difficulty in deciding on the right mix of strategic investments. Business architecture leaders can assist executives in making the right decisions through the use of...

            • Downloads: 5
          • For Enterprise Architecture Professionals

            Report:Dynamic Case Management: Definitely Not Your Dad's Old-School Workflow/Imaging System

            Many business process and content and collaboration professionals, and the vendors that support them, think that dynamic case management (DCM) is a newfangled marketing term to describe an old,...

            • Downloads: 664
            • Comments: 1
            • Rating:
          • For Enterprise Architecture Professionals

            Report:The Secret To Managing BPM Risk, Part 2

            Manage The Politics To Reduce Risk To The Overall BPM Program

            While technology is certainly an underlying component of a business process management (BPM) program, long-term success relies on getting executives to buy into business transformation and continuous...

            • Downloads: 387
          • For Enterprise Architecture Professionals

            Report:Identify How BPM Can Improve Your Organization

            Business process management (BPM) attempts to alleviate problems around productivity bottlenecks, customer channel integration, cycle time reduction, and customer service improvement. But while those...

            • Downloads: 742
          • For Enterprise Architecture Professionals

            Tool:Managing BPM Program Risk Is Part Of The Transformational Journey

          • For Enterprise Architecture Professionals

            Report:Develop A Stakeholder-Focused Business Architecture Strategy

            Strategic Plan: The Business Architecture Playbook

            This report is designed to help business architecture (BA) leaders construct a strategy meeting the needs of the organization's key stakeholders. Many organizations are reinventing or redesigning...

            • Downloads: 464
            • Rating:
          • For Enterprise Architecture Professionals

            Blog:Band-Aids Or Wellness Program - Which One Will Help You Survive?

            While you no doubt answered wellness, the reality is that when you look at the typical change programs in a major corporation today, Band-Aids are far more common. But that's hardly surprising...

            • For Enterprise Architecture Professionals

              Blog:“Tis The Season For Events, Tra Le Lal Le La La Lah”

              And I must say I am particularly keen to get into the thick of it this year. We’ve got some really interesting ones coming up; in relatively quick order, I have three different IQPC events...

              • For Customer Experience Professionals

                Report:Adapt Business Process Improvement For Customer Experience

                Continuous Improvement: The Customer Experience Ecosystem Playbook

                Firms that seek to differentiate based on customer experience must transform the way their companies operate. Customer experience professionals have the tools required to guide this transformation,...

                • Downloads: 402
                • Rating:
              • For Application Development & Delivery Professionals

                Client Inquiry:Should We Include Be Informed In Our Shortlist Of Potential Vendors?

                Should we include Be Informed in our shortlist of potential vendors?

                • For Enterprise Architecture Professionals

                  Report:How To Identify A Suitable BPM Project

                  Choosing the initial project carefully consistently ranks as one of the key factors dictating long-term BPM program success. The key issue is not so much a question of finding a compelling business...

                  • Downloads: 401
                • For Enterprise Architecture Professionals

                  Report:The Shifting Market For Business Process Analysis Tools

                  Business process analysis (BPA) began as a separate market run by vendors that developed specialized tools, but a combination of forces is buffeting these vendors: Their markets withered during the...

                  • Downloads: 354
                • For Enterprise Architecture Professionals

                  Blog:The Scope of BPM Initiatives

                    Over the last few weeks, I have had a variety of conversations with clients that have centered around the scope for the term BPM. I think we all agree that BPM is not purely a technology...

                  • For Enterprise Architecture Professionals

                    Report:Vendor Snapshot: Be Informed

                    Semantic Services Enable Better Dynamic Case Management

                    Netherlands-based Be Informed has developed something truly new in the business process management suites (BPMS) marketplace. At the heart of its dynamic case management (DCM) offering lies a...

                    • Downloads: 210
                  • For Enterprise Architecture Professionals

                    Report:Select The Core Methods And Techniques You Need To Deliver BPM Excellence

                    Policy And Procedures: The Business Process Management Playbook

                    This report outlines the critical methods and techniques for business process management (BPM) initiatives. It represents a key component of Forrester's solution for BPM excellence. It is designed to...

                    • Downloads: 356
                  • For Enterprise Architecture Professionals

                    Report:Identify Essential Methods For Your Business Architecture Program

                    Processes: The Business Architecture Playbook

                    Business architecture (BA) is the practice through which an organization adds analytical rigor to the planning and decision-making surrounding change. Whether changes are driven by competitive...

                    • Downloads: 556
                    • Rating:
                  • For Enterprise Architecture Professionals

                    Blog:What Does Your Organizational Weave Look Like?

                    Firms are often challenged to undertake transformation at a grand scale — to sustain and scale BPM programs across the organization. All firms are at subtly different levels of maturity,...

                    • For Enterprise Architecture Professionals

                      Tool:Assess Each Process Area, Tabulating The CSFs, Maturity, And Complexity

                     
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