
Chief Research Officer, Founder, The MDM Institute a.k.a. The CDI-MDM Institute
San Francisco Bay Area

Chief Research Officer, Founder, The MDM Institute a.k.a. The CDI-MDM Institute
San Francisco Bay Area
Chief research officer for the CDI-MDM Institute (www.tcdii.com or www.the-CDI-MDM-Institute.com)
Founded and ran META Group’s largest research practice for 14 years
Noted speaker and author on Global 2000 enterprise IT issues
Most quoted industry analyst authority on topic of customer data integration (CDI), master data management (MDM), and data governance.
Advised companies such as 3M, Accenture, Acxiom, Bell Canada, Cognizant, Data Foundations, DWL, EDS, Experian, i2, IBM, Initiate Systems, Journee, Oracle, PeopleSoft, Purisma, SAP, Siebel, Siperian, Tata, and Teradata on CDI-MDM customer requirements and product planning
Worked with companies such as Barclays, Caterpillar, COUNTRY Financials, CSAA (California State Auto Association), Educational Testing Services, Fidelity, GE Healthcare, Hoffman-LaRoche, Honeywell, Intuit, Irish Permanent, McKesson, Microsoft, National Australia Bank, Novartis, Scholastic, SunTrust, T. Rowe Price, Washington Mutual, and Westpac to develop internal CDI-MDM investment plans and architectures
Chairman of the world's largest and most prestegious master data management conference series --CDI-MDM SUMMIT -- held annually in London, New York City, San Francisco, and Sydney. This event has **sold out** at every occurence.
Conference chairman for world’s largest and most successful data warehouse conference (DCI's Data Warehouse World series)
Co-chairman for the world’s largest CRM conference (DCI's CRM World)
Line and strategic management roles in leading vendor and user organizations, including executive and managerial positions at Ingres Corp., Wang, Software AG of North America, and Cincom Systems
M.S. in Management Information Systems from University of Arizona
Strategic marketing consulting to IT vendors regarding: customer data integration (CDI), master data management (MDM), data governance, enterprise information integration (EII), data warehouse, business intelligence, data mining, customer relationship management (CRM), and systems integration of all of the above
(Privately Held; 1-10 employees; Information Technology and Services industry)
February 2004 — Present (4 years 6 months)
Most quoted industry analyst on topics of MDM, CDI & data governance
Advised vendors such as ACXM, BE, Cognizant, DWL, i2, IBM, Initiate, ORCL, Purisma, SAP, Siperian & Tata on customer requirements & product planning
Worked with companies such as 3M, Barclays, Bell Canada, Caterpillar, COUNTRY Financials, ETS, GE Healthcare, Honeywell, Intuit, Lloyds TSB, National Australia Bank, Nationwide Insurance, Novartis, Roche Labs, & Weyerhaeuser to develop MDM strategies
Prior to founding the MDM Institute, was conference chair for world’s largest & most successful DW conference as well as co-chairman for world’s largest CRM conference
Was founder & executive VP of META Group’s largest research advisory practice for 15 years
Held line & strategic mgmt roles in leading vendor & user organizations, including exec & mgmt positions at Ingres Corp., Wang, Software AG & Cincom Systems
Received M.S. in Management Information Systems from University of Arizona
(Sole Proprietorship; 1-10 employees; Information Technology and Services industry)
February 2004 — Present (4 years 6 months)
Our mission: To help our IT organization clients be more efficient, effective, and timely in their use of customer data integration (CDI) technologies to achieve their customer-centric business goals
To provide forward-looking insight for CDI vendors into the key drivers of market demand, product definition, vendor differentiation, and the factors that impact successful implementation.
The CDI Institute will work with your marketing staff to fine-tune marketing, sales and product management strategies on a broadband IT basis as well as industry-specific focus to provide clear direction for product/service marketing.
Our focus: INDEPENDENT . AUTHORITATIVE . RELEVANT
"MDM Godfather"