Kate Leggett

Principal Analyst serving Application Development & Delivery PROFESSIONALS

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.

Previous Work Experience

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.


Education

Kate earned a Bachelor of Science from the University of Toronto and a Master of Science from the University of Pennsylvania.

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  • Craig Le Clair
  • For Enterprise Architecture Professionals

    Tool:Forrester Wave™: E-Signature, Q3 '12

  • For Enterprise Architecture Professionals

    Blog:OpenText: On A BPM Tear And Now Rolling Up a Roll-Up

    OpenText is at it again — and another independent BPM provider is gone. This time it’s Global 360. But Global 360 was more than BPM; it had done a good — no, great — job...

    • For Enterprise Architecture Professionals

      Report:Take A Process View Toward Enterprise Content Integration

      Business Process Management And Dynamic Case Management Raise The Bar For ECI

      Transforming business processes depends on access to information from an increasing number of systems, with a wider range of formats, and in greater volume. BP pros who seek to improve processes with...

      • Downloads: 878
    • For Application Development & Delivery Professionals

      Charts & Figures:Leading DPS Providers

    • For Application Development & Delivery Professionals

      Report:Health Payers Search High And Low For Their Business Transformation Edge

      Answering Hard Questions About Business, Process, And Technology Best Practices

      Business process pros at health payers work at the intersection of business and technology, bringing process methodologies, business knowledge, and technology insights to business transformation...

      • Downloads: 577
    • For Application Development & Delivery Professionals

      Report:Prepare For Paper Decline: Offload Output To Document Processing Service Providers

      Document processing services (DPS) encompass a diverse set of specialized services, such as capture, printing, and office fleet management for document-intensive business processes. Three distinct...

      • Downloads: 668
    • For Application Development & Delivery Professionals

      Report:The Forrester Wave™: Order Management Hubs, Q3 2010

      Oracle EBS And Sterling Commerce Lead, With SAP, Oracle Siebel, And Microsoft Close Behind

      In Forrester's 112-criteria evaluation of order management hub (OMH) vendors, Oracle E-Business Suite and Sterling Commerce led the pack among the Leaders because of their ability to support both...

      • Downloads: 1321
      • Rating:
    • For Enterprise Architecture Professionals

      Report:The Forrester Wave™: E-Signatures, Q2 2013

      Electronic signatures are gaining momentum and becoming an increasingly popular topic of inquiries by Forrester clients. In retrospect, today's e-signature users will be seen as early adopters...

      • Downloads: 276
      • Rating:
    • For Application Development & Delivery Professionals

      Report:Empower Customers And iWorkers With On-Demand Customer Communications

      An Empowered Report

      Too many enterprises communicate with customers using antiquated approaches. After all, smart devices, pervasive video, and social media have given new power to customers and citizens —...

      • Downloads: 624
    • For Application Development & Delivery Professionals

      Report:Customer Experience Drives E-Signature Adoption

      No Waiting, Happy Customers, And Better Compliance

      Electronic signatures are gaining momentum among businesses of all shapes and sizes due to accelerating consumer technology and the need to reduce both transaction costs and the time to close...

      • Downloads: 447
    • For Enterprise Architecture Professionals

      Blog:Lexmark Joins The BPM And Dynamic Case Management Markets

      Lexmark International acquired Netherlands-based Pallas Athena and will combine the company with its recent acquisition of Perceptive Software, a fast-growing ECM provider. Together this is a very...

      • For Enterprise Architecture Professionals

        Report:Prepare For 2013's Shifting BPM Landscape

        Landscape: The Business Process Management Playbook

        Firms continue to invest massive amounts of money and time into improving their business processes. Why? Because of the imperative to optimize their business operations for their markets, even as...

        • Downloads: 542
        • Comments: 1
        • Rating:
      • For Enterprise Architecture Professionals

        Tool:Forrester Wave™: Managed Print Services, Q2 2012

      • For Enterprise Architecture Professionals

        Blog:IBM Acquires Datacap: Rabbit Punch To Kofax And EMC

        You might think summer would be a good time to give acquisitions a break - to let things settle a bit. But the pace of key acquisitions continues and many deserve comment. Datacap, as we all...

        • For Enterprise Architecture Professionals

          Report:Use Dynamic Case Management To Attack Untamed Processes

          Forrester recently conducted a deep dive into dynamic case management (DCM) usage by interviewing 50 companies implementing these solutions. Concurrently, we evaluated 10 DCM platforms for the...

          • Downloads: 458
        • For Enterprise Architecture Professionals

          Report:Develop A Content Management Strategy

          Strategic Plan: The Content Management Playbook

          Enterprise architects (EAs) need a solid content management strategy to document their firms' choices in a time of disruptive business and technical change. While it's possible to frame content...

          • Downloads: 750
          • Rating:
        • For Enterprise Architecture Professionals

          Tool:Forrester's Self-Diagnostic Tool For ECM/BPM Strategy

        • For Enterprise Architecture Professionals

          Report:Trends In Mobility, Cloud Computing, And Analytics Shake Up ECM

          Vision: The Content Management Playbook

          Successful management of content throughout its life cycle has never been more challenging. Customers and employees, operating in a social, mobile world, expect easy mechanisms to create and consume...

          • Downloads: 742
        • For Enterprise Architecture Professionals

          Report:Use A Metrics Framework To Drive BPM Excellence

          Performance Management: The Business Process Management Playbook

          Advancing technology for business process management (BPM) and analytics is allowing broader and deeper treatment of performance metrics. As a result, defining and using performance metrics is an...

          • Downloads: 487
          • Rating:
        • For Enterprise Architecture Professionals

          Report:Address The Complex ECM Landscape

          Landscape: The Content Management Playbook

          Information workers struggle under increasing volumes of varying types of content. Historically, enterprise architects have taken a product-specific approach to their enterprise content management...

          • Downloads: 599
          • Rating:
        • For Enterprise Architecture Professionals

          Blog:Big Data, Analytics, And Hospital Readmission Rates

          The US government will start tracking hospital readmission rates. Why? Because we spend some $15B each year treating returning patients. Many of these would not need to return if they followed...

          • For Application Development & Delivery Professionals

            Report:Vendor Snapshot: McLaren Software

            Engineering Document Management And Control For Owner Operators

            Forrester has written extensively about the need for ECM vendors to provide line-of-business (LOB) applications to enterprise customers. The market, however, has paid less attention to the emergence...

            • Downloads: 152
          • For Application Development & Delivery Professionals

            Report:What To Look For In E-Signature Providers

            Segment E-Signature Use Cases To Help In Your Selection

            Electronic signatures are gaining momentum due to accelerating consumer technology and the need to reduce both transaction costs and the time to close business. But despite increasing customer...

            • Downloads: 422
          • For Enterprise Architecture Professionals

            Report:The Forrester Wave™: Multichannel Capture, Q3 2012

            Vendors Move Toward Mature Service Offerings

            If you think capture and imaging is old technology, you're correct; it has been around for more than twenty years. But there are still a lot of paper-based processes out there, and Forrester clients...

            • Downloads: 612
            • Comments: 1
          • 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: 672
            • Comments: 1
            • Rating:
          • For Enterprise Architecture Professionals

            Blog:The Five Tenets Of Business Processes In 2020

            We are seeing  firms migrating away from traditional IT-centric approaches. Why? They have to: Customers are now empowered — and companies are not. So you have to ask yourself a few...

             
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