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.
Executive Overview: The Innovation Playbook
Innovation has become a primary source of growth and competitive advantage, and the need for innovation underpins senior business leaders' top three issues. But how do CIOs help their firms realize...

Change Management: The Innovation Playbook
Companies that don't innovate risk becoming marginalized, and CIOs are often expected to help accelerate innovation within their firms. Key to success in this role is creating and sustaining an...

The Forrester BT Leadership Maturity Model consists of four domains (leadership, strategy and planning, BT service design, and BT service delivery). This model is designed to provide a brief...


New Business Realities Favor Flexibility And Business Value Over Efficiencies
Many CIOs are just beginning their journey to a shared services model — consolidating common functions and systems to reduce costs and improve efficiency. But global competitive demands are...
Technology Vision Toolkit: The BT Strategic Planning Playbook
This toolkit is a companion to the "Track Tech Trends That Influence Business Strategies" report from the BT Strategic Planning playbook. It presents a simple yet effective tool for targeting...
Competitive Strategy In The Age Of The Customer
The empowered customer is driving new models of business success that are rapidly redefining the CIO's investment agenda in successful firms — the inauguration of what Forrester calls the age...
Vision: The Innovation Playbook
Now is a critical time for CIOs to focus on innovation. The pace of change is too fast, the opportunities too great, and the risks too dire to relegate it to the annual funding process. Digitally...
A Self-Assessment Framework To Focus And Accelerate Your Transformation
Many CIOs struggle to answer two deceptively simple questions: 1) How are we doing, and 2) what should I prioritize? These questions invite a host of complexities, raising questions about the role of...
The Future IT Organization And Its Implications For CIOs
The empowered era has brought about a paradigm shift for IT organizations. Employees and customers are no longer relying on IT to provision and manage technology. They are using social, mobile,...

Enterprise Leadership Drives CIOs To Perform As An Empowered BT Or An Aligned IT Archetype
The empowered era has transformed the role of IT within the enterprise. Five years ago, we identified three archetypes for the IT organization: Solid Utility, Trusted Supplier, and Partner Player....

A Road Map For CIOs To Succeed In An Empowered World
Many pundits are writing the CIO's obituary. Your employees and the business are no longer relying on IT to provision and deliver technology. They are using technologies like social, mobile, cloud,...

Technology Vision: The BT Strategic Planning Playbook
Technology is the foundation for the CIO's contribution to the success of the enterprise. And it is the dream of most CIOs that they partner with business organizations to co-create a business...

What are research findings around enterprise organizational effectiveness (OE)? In particular, I need trend data on models that large, matrixed organizations use to align, govern, and deliver OE...
Sustained Innovation Succeeds Best Through Broad-Based Involvement
This report identifies the resources and skills business technology (BT) organizations require to successfully manage sustained innovation and establish innovation policies and practices that drive...
Build/Buy Capabilities: The BT Strategic Planning Playbook
Forrester's BT Strategic Planning playbook helps CIOs build a BT technology road map — starting with business goals and identifying the business and technology strategies to achieve the goals....
This self-assessment workbook will help IT leaders assess the current state of their BT demand management leadership maturity and will serve as a tool to guide the organization's development toward ...
CIOs are challenged to optimize the business value IT delivers — continuously optimizing IT's resources against the business' demand for them. To address this challenge, CIOs are adopting BT...

Globalization, BT Sourcing Strategies, And Digital Business Networks Define The Strategy
CIOs' interest in emerging technologies to drive innovative new business value is at a three-year peak — having been significantly throttled by the recession but coming back at a feverish...