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

Craig serves Enterprise Architecture Professionals. He is an internationally recognized expert in business process management and initiated Forrester's series on untamed business processes, including customer on-boarding, invoice management, medical health records, financial compliance, and customer communications management. He specializes in helping companies transform from manual and paper-based processes to the mobile and digital world, as well as in information management, dynamic case management, enterprise content management, electronic signature; document imaging and capture; and document output for customer communications management. Craig is the leading analyst on the outsourcing of document processing services, including managed print services.
Craig brings a wealth of experience and knowledge to Forrester through his 20 years' experience in IT and business process transformation. Prior to joining Forrester, Craig was a vice president at ADP, focusing on next-generation solutions for its document management business. Craig was also a cofounder of docHarbor and has held senior positions with several document management providers during the past 15 years. Craig has both a strong business and technology background, including time at MITRE and BBN. He is deeply experienced in the software industry, having authored How To Succeed In The Enterprise Software Market (2005).
Craig earned a B.S. in economics from Georgetown University and an M.B.A from George Washington University.
Eighteen months ago, when I started down the path of what would become our body of Personal Identity Management (PIDM) research, there were only a few customer intelligence professionals who...
What are some great examples of automated, highly personalized, multichannel communications programs? My company has a few programs in pilot mode, but it seems that this concept of highly automated,...
As an analyst on Forrester's Customer Insight's team, I spend a lot of time counseling clients on best-practice customer data usage strategies. And if there's one thing I've learned,...

In the age of the customer, the old rules and standards of database marketing will be the downfall of traditional retailers. While financial services, travel, and a handful of cutting-edge merchants...
We've spent a lot of time in the past year looking at how the customer intelligence services landscape is changing. For one thing, it's a heck of a lot more chaotic: everyone from...
What CI Professionals Need To Know When Evaluating Their Needs And Vendors
As Customer Intelligence (CI) becomes the nerve center of the organization, the number of vendors touting CI services as part of their offerings is growing. Vendors, from database marketing service...
Yesterday, Google announced that, effective March 1, it would be creating a single view of users across the majority of its products and services and creating a single, simplified, global privacy...
You've heard me go on and on about the importance of personal identity management (PIDM), and the principles you'll need to adopt to thrive in a PIDM-enabled ecosystem, for a year...
Executive Overview: The Personal Identity Management Playbook
Amid the talk of big data and personal clouds, another important trend is emerging: Consumers are increasingly aware of the data they create as they move about the Web and engage with businesses and...
Despite being something of a romantic, I don't really go in much for the so-called "Hallmark Holidays." In fact, this XKCD comic sums up my feelings rather perfectly: Still, I'm very aware...
This week, some Wells Fargo customers in South Carolina and Florida got a nasty surprise. Turns out, a "malfunctioning printer" printed multiple customers' account information (including...
Why Retailers Must Invest In Maturing Their CI Capabilities
Multichannel retailers, who often have a direct-marketing provenance, have marts and warehouses full of customer data. But very few of them are turning that data into Customer Intelligence (CI) the...
Strategic Plan: The Personal Identity Management Playbook
As personal identity management (PIDM) begins to take shape, companies must think about their customer intelligence (CI) practices differently. Today's data governance policies — the rules that...

Why Marketers Must Create Partnerships To Succeed In The Future
The notion of a "safe haven" in customer intelligence (CI) isn't new; for years, direct marketers and catalogers have relied on cooperatives for their customer acquisition needs. But in the digital...
Customer Intelligence (CI) professionals should apply the principles of agile development — collaboration, self-organization, and iterative development — to speed delivery and create...
Landscape: The Personal Identity Management Playbook
Although widespread adoption of personal identity management (PIDM) remains a few years away, the ecosystem of data lockers and authorization managers is already rapidly evolving. Firms ranging from...

We are curious about any statistics that show the adoption of the term "Customer Intelligence (CI)" as compared with the term "direct marketing (DM)." How is the rebranding using this term doing? Are...
Plenty’s been written already about Facebook’s IPO filing yesterday. I won’t rehash the many excellent analyses that you’ve surely already seen. Instead, I want to take this...
Using Cross-Channel Attribution To Understand Marketing Effectiveness
In an environment where media fragmentation is the status quo, traditional one-to-one, last-touch methods of allocating demand to marketing efforts are outdated and lead to a suboptimal marketing...
With the increase in high-profile data breaches and the recent Federal Trade Commission (FTC) settlements that hold Facebook, Google, and Twitter accountable to strict privacy audit guidelines,...

As you may have read, I've just published a report entitled "Untangling the Attribution Web" (subscription required). In the course of researching that report, it became clear...
Yesterday, the White House released a long-awaited set of recommendations that are focused on helping individuals take greater control of how their data is collected and used for online...
My Customer Intelligence colleagues and I, like many others, can't help but wonder how Carol Bartz's departure from Yahoo! is going to play out for the digital behemoth. Shar...
How 13 Vendors Stack Up In An Emerging Market
In Forrester's 19-criteria evaluation of emerging customer engagement agencies (CEAs), we found that only OgilvyOne Worldwide has made a significant-enough shift in this segment of its business to be...

How To Decide Whether And When To Hire A CEA
Customer intelligence (CI) professionals play an important role in a firm's evolution in the age of the customer — with many gaining C-suite visibility and achieving more-strategic positioning...