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.
Strategic Plan: The Customer Life-Cycle Marketing Playbook
The customer life cycle provides a better explanation of modern marketing than does the traditional marketing funnel, but most marketers have not yet moved their organizations to the customer life...
Stakeholder Map: The Social Marketing Playbook
Most large companies are now working on coordinating their social applications. At this stage, sharing the right resources is the biggest challenge. Interactive marketers must play the role of...

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...

Landscape: The Interactive Marketing Agency And Organization Playbook
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...
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,...

Move From On/Off Compliance Approaches To Custom Privacy Management
Governments are placing pressure on interactive marketers, in most cases by mandating clear rules around how customer data is obtained, used, and stored for marketing. While interactive marketers...
Benchmarks: The Social Marketing Playbook
Despite the tremendous hype and even some pockets of success, our most recent social media benchmarking survey shows that social marketing is still at an early stage. In fact, most interactive...

Performance Management: The Digital Media Buying Playbook
Every digital marketer knows that measurement is important, but levels of sophistication run the gamut from basic click-based measurement of one or two channels to seamless cross-channel measurement...

Strategic Plan: The Digital Media Buying Playbook
Moving to greater digital media buying maturity requires a plan that improves your practice across all four foundational pillars of maturity over the long term: organization, planning and execution,...

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 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...
Marketing Gets Customized For Social, Local, Mobile, Multiscreen Consumers
Social is not a channel, and mobile goes beyond the smartphone. In 2012, marketers will get this concept and realize that their customer is truly "always on." The customer of 2012 expects customized,...
Vision: The Marketing Mix Optimization Playbook
Marketers have access to more marketing channels than ever before — but most of them are struggling to cope with this increasing complexity. For CMOs and senior marketers, all of these new...

Provide Each Local Team With The Right Mix Of Assets And Support
There are lots of reasons multinational companies' global and local interactive marketing teams are rarely on the same page: Global teams prefer uniform programs and technologies, local teams fear a...
Overcome Your Digital Challenges By Finding, Training, And Keeping Talented Staff
China's 1.4 billion residents have more disposable income than they used to, and digital channels offer undoubtedly the best way to reach affluent Chinese consumers. But interactive marketing in...

The Digitization Of All Agencies: Marketers And Agencies Must Adapt To Manage Marketing Complexity
As agencies break free of traditional and digital marketing silos, interactive marketers can't afford to rely on conventional "bucketed" agency models without stunting the effectiveness of their...

Continuous Improvement: The Social Marketing Playbook
Interactive marketers' success in social media has attracted other departments' attention. But well-meaning nonmarketers sometimes commit risky blunders as they join the fray. To ensure that social...
Assessment: The Mobile Marketing Playbook
This report for interactive marketers explains how to assess your mobile marketing capabilities. We find that although mobile budgets are beginning to increase, the majority of interactive marketers...

Stay Ahead Of Privacy Legislation By Creating A Value-For-Data Exchange
Recent advances in audience targeting point to a digital marketing future that leverages consumer data to create personalized messaging and drive higher conversions. However, this potential is...
Processes: The Digital Media Buying Playbook
As more and more interactive marketers buy digital media programmatically, the technologies and processes they use are rapidly maturing. Whether you're a digital media buying skeptic working to build...

2012 Investment In Social Media And Communities Remains Strong
Tech marketers may not be forthcoming about their organizations' New Year's resolutions, but Forrester's Q4 2011 B2B Marketing Organizations And Investments (MOI) Survey provides strong indicators...
