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

Kate serves Application Development & Delivery Professionals. She is a leading expert on customer service strategies. Her research focuses on helping organizations establish and validate customer service strategies, prioritize and focus customer service projects, facilitate customer service vendor selection, and plan for project success.
Kate has extensive industry experience, with more than 10 years of leadership at customer service software companies, where she held senior product marketing and product management roles. She is also a published author on customer service trends and best practices.
Kate earned a Bachelor of Science from the University of Toronto and a Master of Science from the University of Pennsylvania.
Assessment: The Social Marketing Playbook
Customers and employees are becoming increasingly empowered by social technologies, dramatically changing the way they communicate and collaborate. To succeed in this new world, companies must make...
Organization: The Customer Analytics Playbook
A mature customer intelligence (CI) function needs optimized data processes, cutting-edge technologies, and the right analytics talent. Analysts add value to CI with their data-mining and...


Measurement is universally valued by interactive marketers. Approaches and levels of sophistication vary, but nearly everyone recognizes that smart measurement leads to optimized business results...
Assessment: The Digital Media Buying Playbook
Marketers fall into four categories of digital media buying maturity, based on their strength across their organization, planning and execution, measurement, and technology. This report of the...

Large consumer-facing companies often have some mix of multiple layers of marketing: corporate, divisional, brand, regional, country . . . These layers are configured in different ways in different...

Business Case: The Marketing Mix Optimization Playbook
Marketing mix modeling is a powerful tool that provides a holistic understanding of marketing performance across channels. With marketing mix modeling, marketers can positively affect business...
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,...

Processes: The Social Intelligence Playbook
Social media provides customer intelligence (CI) professionals with a wealth of customer data. But every piece of valuable insight is surrounded by noise. Cutting through that noise and getting to...
Organization: The Digital Media Buying Playbook
Long-term, digital media buying success requires a commitment to the right partnerships, staffing, and organizational structure. The organization report in the digital media buying playbook will help...
Introducing Forrester's Search Marketing Review Methodology 2.0
Paid search marketing and search engine optimization (SEO) are still mainstays in the interactive marketer's toolkit. And many legacy best practices still apply to paid search and SEO. However,...

Customer intelligence is in the throes of significant change brought about by two primary drivers: 1) the disruption caused by the massive shifts in consumer behavior, and 2) organizations' growing...

Landscape: The Interactive Marketing Agency And Organization Playbook
This report of the interactive marketing agency and organization playbook examines the landscape of organizational structures and agency relationships. Three common organizational models have...

The Quest For Market Share And Mindshare In An Age Of Higher Standards
Like the ruins of Rome, the traditional pillars of brand equity are cracking under the weight of the higher standards of the 21st century consumer. Marketers are disoriented in this world where they...

Forrester's research with senior marketing leaders shows that enterprisewide commitment and engagement are critical to successfully building a brand in the 21st century. But this is also marketers'...
Organization: The 21st Century Brand Marketing Playbook
Twenty-first century brands are grappling to maintain their traditional sources of competitive advantage in the age of the customer — a world in which the companies that take an obsessive...
Building A Foundation To Enable Next-Generation Mobile Services
CIOs that Forrester interviewed understand the potential of context and are building the foundational infrastructure needed to support the use of context across consumer touchpoints — not just...

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...

How Marketers Can Harmonize The Cacophony Of Multiagency Collaboration
In a world where reaching and connecting with consumers gets increasing complex every single day, the last thing that marketers need is to deal with the cacophony of misdirected and misaligned agency...
European eBusiness Executives Strive To Give Their Customers Choice And Flexibility Across The Purchase Journey
European shoppers are becoming increasingly web-savvy and are turning to a wider range of touchpoints as they research and buy products online and offline. In response, eBusiness executives across...
Vision: The Interactive Marketing Agency And Organization Playbook
This report in the interactive marketing agency and organization playbook lays out Forrester's vision for how you should organize internally and in relation to your agency partners: Move from a...
Landscape: The Customer Life-Cycle Marketing Playbook
The traditional marketing funnel has been done in by consumer behaviors that are anything but linear. Instead, in each phase of Forrester's customer life cycle — discover, explore, buy, and...
Landscape: The 21st Century Brand Marketing Playbook
Empowered consumers threaten the traditional building blocks of brand equity, as they have greater influence than ever over brand preference, recommendation, and pricing power. In February 2012,...
