Apr 2024 – Present · 1 yr 11 mos · Austin, Texas, United States · On-site

• The Collab Collective is a premier industry analyst and research firm that provides comprehensive insights and strategic guidance across various technology sectors.
• We are a trusted partner for leading technology firms and IT buyers, guiding them through the rapidly changing world of workplace collaboration.
• Our collaborative approach ensures you stay ahead.
• Let's Work Together.

Jan 2024 – Apr 2024 · 3 mos · Austin, Texas, United States · Remote

• Promoted to Practice Lead for Workplace Collaboration

Aug 2023 – Jan 2024 · 5 mos · Austin, Texas, United States · Remote

• I work as a Research Director for The Futurum Group and lead the Workplace Collaboration practice, focusing on the services, technologies, and devices that empower seamless connections between businesses, employees, and customers. With the privilege of collaborating with industry leaders like Microsoft, Zoom, Cisco, Google, Poly, Jabra, Logitech, and more, my insights help shape today's modern work experience.
• My expertise encompasses comprehensive market analysis, sizing projections, product evaluations, emerging trends, and end-user and buyer expectations. In addition to following the technology, I also study the human elements of work - organizing his findings into the workforce, the workplace, and the workflows – and charting how these variables influence technologies and business strategies.

Aug 2019 – Aug 2023 · 4 yrs · Boston, MA

• Senior Analyst with a research focus on Meeting Room Collaboration technologies and solutions.
• I provide research on market sizing and forecasts, product and service evaluations, market trends, and end user & buyer expectations. I also provide consulting to industry vendors, the financial community, and end user organizations on workplace communication and collaboration strategies, product & portfolio offerings, sales enablement and customer value propositions.

Jun 2017 – May 2019 · 1 yr 11 mos · Austin, Texas Area

• I manage a globally distributed product planning team responsible for 8 product lines, 30+ accessories, and various recurring revenue software options. My team and our products are at the epicenter of where SaaS, cloud-enabled devices and mobility touch the enterprise. Our portfolio contributes ~$450M in annual revenue making my group Polycom’s largest P&L.
• I am responsible for strategic planning and business management, including developing and implementing the annual 3-year strategic plan, utilizing various frameworks to assess technology developments, competitor activities, consumer trends, and internal capabilities to develop a long-range plan. Beyond the previous work performed as Director, I also took on responsibility for additional product lines including -
• Polycom Pano, our entry in to the new market of content collaboration. Activities included reevaluation of initial strategy and updating positioning and business model to reflect lessons learned in market. After adjusting the product roadmap to better serve desired customer segments, Pano sales growth went from a 3% Q/Q to 10% Q/Q within the year.
• The role also consolidated the management of the mature product lines of Immersive Telepresence (ITP) in to a single org. structure, driving better alignment of product roadmaps and resources.

Sep 2014 – Jun 2017 · 2 yrs 9 mos · Austin, Texas Area

• As team lead, I was trusted to define and drive clear portfolio priorities supportive of the company’s strategic plan. This was accomplished by creating distributed action plans for 6 product managers that empowered them to drive high-quality decisions, optimize for learning, and execute impeccably.
• Interacted with internal and external stakeholders to research, collect, and prioritize requirements
• Managed product release cycles with detailed market and technical requirements while balancing strategy, investment decisions, and development resources
• Owned product forecasting for my portfolio including revenues, units, margin, and market share
• Work cross-functionally to develop portfolio pricing based upon cost+ and value-based pricing strategies
• Work with sales/marketing to develop go-to-market plans for channel, service provider and cloud-based routes to market
• Provided quarter business updates to executives including results analysis and recommendations for future activities
• Frequently present to customers, sales and partners at both executive and technical levels
• Was active participant in transition from traditional waterfall to Agile product development processes

Jan 2013 – Sep 2014 · 1 yr 8 mos · Austin, Texas Area

• This role expanded my product management oversight to the video endpoints portfolio. I managed a team of product managers responsible for multiple product lines including HDX, Group Series Microsoft certified CX Video products, and Polycom's peripheral business consisting of cameras, peripherals and software licensing.

Aug 2011 – Jan 2013 · 1 yr 5 mos · Austin, Texas Area

• Responsible for the product strategy, planning and management of Polycom’s next generation group video products, Group Series. This was inclusive of value prop identification, feature definition and prioritization, P/L forecasting, pricing strategy, go-to-market strategies such as messaging and channel, and general evangelism. This role was a back-to-basics, concept-to-launch, product management.

Jul 2010 – Aug 2011 · 1 yr 1 mo · Austin, Texas Area

• Accountable for $400M in partner revenue and $800M in Dell revenue as lead on business development, strategic planning, and continuous improvement activities between Dell and VMware.
• Developed, implemented, and oversaw joint strategic initiatives between Dell and VMware including new joint solution offerings and global go-to-market programs.
• Managed a multimillion dollar global events program, including Dell's involvement in Vmworld, Vmworld EMEA, and Partner Exchange.

Jul 2008 – Jul 2010 · 2 yrs · Austin, Texas Area

• Expanded responsibility to include product planning for entire portfolio of end-user enablement applications including end point security (Authentication, Data Protection), system backup and recovery, connectivity (TCP/IP) and hardware enablement for all Business Client lines of business including Latitude, Optiplex and Precision.
• Developed strategy for PC enablement software, performed portfolio audit and executed portfolio adjustments to align current offerings with newer strategy.
• o Developed tiered-offering approach to non-revenue software to support monetization of up-sells.
• o Established and maintain business relations with multiple partners including Broadcom, Intel, Wave Systems, RSA, Smith Micro, Symantec and MacAfee.
• Assigned lead planner role in Unified Communications initiative, including business and product strategy development. Developed relationships with Microsoft, Avaya to support plans.
• Continued marketing lead activities as outlined below for multiple core teams supporting related software/hardware enablement.

Jan 2007 – Jul 2008 · 1 yr 6 mos · Austin, Texas Area

• Responsible for product planning and launch of end point security software for all Business Client lines including Latitude, Optiplex and Precision.
• Led team of peers in strategic planning sessions for security products/solutions and conceptualized it in actionable framework.
• o Performed business analytics, strategic partner assessments and prioritization of business opportunities.
• o Converted results into product/portfolio strategy and roadmap for execution
• o Defined and executed a business model for ISV enablement within unique security architecture (USH Chipset).
• o Execute the business relationship with defined ecosystem partners as a part of the strategy
• Collected requirements for security software solutions, compiled into marketing requirements documentation (MRD), and participated in trade-off conversation with internal engineering and outside vendors.
• o Acted as marketing lead for security core team supporting related software/hardware enablement
• o Drove necessary security ecosystem business development activity needed to deliver security solutions and strategy
• o Managed sustaining activities associated with software refresh of security software deliverables.
• Coordinated internal marketing deliverables for security application and solutions
• o Defined and delivered value proposition, subject matter expertise and related deliverables across different core teams which were independently delivering security enabling building blocks in support of broader security solution offerings
• o Work with outbound teams to support customer centric messaging and communications for security solutions offerings

May 2005 – Jan 2007 · 1 yr 8 mos · Redmond, WA

• Owned Midmarket customer insights and resulting requirements for Microsoft Exchange Server, representing $400M of a $1.2B product.
• Designed segment specific marketing content and provided campaign execution guidance for vast worldwide audience of field and partners.
• Drove deeper customer insights into SMB segments through the execution of multiple customer advisory board activities focused on the IT Pro. Converted outcome of research activities into actionable items by incorporating findings into product requirements and eventually, overall positioning and messaging.
• Co-led strategic planning, including positioning and messaging for SaaS email, Hosted Exchange.

May 2003 – Sep 2005 · 2 yrs 4 mos · Austin, Texas Area

• Product Manager member of “Speed Team” program that developed a business intelligence/customer insight solution for the SMB banking industry. The end product was made available to Business Partners through the Solution Builders Express portfolio.
• Collected and communicated industry requirements to development team and assisted in creation of data marts. Created and managed communication plan including identifying and engaging enablement channels. In the process, help to streamline online communication process for entire SBE portfolio.
• Developed plan to further enhance metric calculations of SBE program success.
• Turned MBA internship into a part time role

Feb 2000 – Feb 2003 · 3 yrs · Jackson, WY

• Built marketing program from business inception by defining, branding and positioning company offerings. Created deliverables of marketing plan, media plan and annual budget.
• Integrated marketing and sales goals into daily call center operations and developed programs to measure results via call center activity. Resulted in 20% increase in conversion of inbound sales opportunities.
• Supervised all marketing and public relation activities including printed collateral, web site presence, direct mail, direct event, TV and radio advertising, and email marketing.
• Identified, recommended and developed two new product opportunities and integrated them into product offering which eventually accounted for 12% of revenue.
• Led strategic analysis activities including competitive analysis, pricing strategy, channel analysis and tracking of marketing ROI.

Jan 1999 – Feb 2000 · 1 yr 1 mo · Jackson Hole, WY

• Led all aspects of the sales cycle including identifying prospects, assessing customer needs, offering solutions that utilized our products, and coordinating the installation and maintenance of the applications. Exceed annual sales goals by 25%
• Recommended and developed specific niche marketing campaign to medical libraries and research institutions including the coordination of marketing channels and end-user collateral.

Oct 1994 – Jan 1999 · 4 yrs 3 mos · Jackson Hole, WY

• Managed nationwide membership program that produced 48% of organization’s revenue.
• Created and executed organization’s first-ever marketing plan that included heavy emphasis on database management and one-to-one marketing.
• Developed “value-added” benefits through strategic business partnerships, initiation of targeted demographical marketing programs and creation and implementation of annual membership advertising campaign, resulting in a yearly 38.5% increase in departmental revenue.
• Created extensive database marketing programs, resulting in a boost in member satisfaction and renewal income as reflected in an increase in membership renewals from 44.9% to 72%.
• Responsible for the development and execution of enterprise-wide, high-impact marketing programs including direct mail, advertising and special events that facilitated the achievement of aggressive growth goals, higher retention rates and better communications with membership.