Engagement Scope – CMO/Principal Consulting Analyst

Situation: The company needed to present a more polished presence online as they were ramping up sales.

Action: As CMO, developed company messaging, website, content, and events to portray client value.

Results: Digital marketing efforts are generating thousands of contacts that we are moving to customers of our subscription and project-based services.

Sample Marketing Content

Website

Developed and maintained the website which contains not only the content that drives brand and sales, but also acts as the delivery platform for premium publication subscription content.

Corporate Overview

A Powerpoint providing an overview of the company and the services it provides.  For use by the sales team to introduce the company to prospects during meetings.  The story is reflected in the website as well.

Service Collateral

Developed collateral pieces for the various services offered by the company.  Helps in the customer journey and in sales enablement.

eMail

I run the eMail direct marketing effort of the company.  Using eMail automation software (in this case MailChimp) prepare and deliver eMail notices and offers to thousands of business professionals.  This is a sample of an infographic email template I created to drive engagement.

eBook

The company is developing several pieces of content to help the clients apply best practices in the various technical areas that the company has highlighted as areas of expertise.  This eBook provides an overview of the specifics of a reference architecture.

Chrysalis Conference

The company plans and runs a client-focused conference annually. Our first “live” conference was held in 2019 and after canceling 2020 (COVID) we shifted to a virtual conference in 2021. This year we’re back to a live conference scheduled for November. 

Premium Content

The company provides premium content as part of the service portfolio.  This is a sample of that content.  We use these excerpts to drive interest in our community.  I contribute to, edit, and publish this premium content.

Consulting Engagements

CyberArk

Executed an effort to broaden CyberArk’s marketing strategy addressing Zero Trust Architectures (ZTA).

  1. Review and assess the CyberArk buyer’s journey, the content available, and how that may change with the planned direction.
  2. Make strategic/tactical recommendations with respect to CyberArk’s current and planned communications including website, and collateral materials based on the gaps identified in the buyer’s journey review.
  3. Development of an overarching marketing communication plan for CyberArk’s expanded portfolio and comprehensive support for Zero Trust Architecture. Help to raise CyberArk’s profile in the Zero Trust market.
  4. Develop content such as guest blogs, webinars, and whitepapers to fill content gaps and raise market awareness as appropriate.

Radiant Logic

Executed a series of ongoing efforts to help Radiant Logic shift its business model, product roadmap, and market positioning in response to market shifts.  

1. Completed yearly executive strategy sessions to bring industry views and trends into the client’s planning efforts.

2. Developed go-to-market plans and recommendations corresponding to the shifts in the market including competitive reviews, market presence evaluations, and messaging.

3. Developed a strategic messaging framework that became the basis for the client’s approach to the market.

4. Participated in due diligence support for a successful private acquisition of the client, including an ongoing relationship with the new owners.

NAVWAR

Assisted the Department of the Navy in shifting from a traditional development lifecycle to a modern dev/ops approach.

1. Developed a position paper for their internal use regarding the implementation of Dev/Sec/Ops in support of information warfare.

2. Developed an overview training module on innovation.

Cloudentity

The client was shifting focus from being an identity niche player to a broader microservice security provider. We were engaged to help with that shift.

1. Developed market positioning and messaging framework as a microservice security fabric platform.

2. Defined buyer personae, journeys, and website content in support of those journeys.

3. Developed content (whitepapers, blogs, webinars) in support of the shift.

 

Chilldyne

Developed a new go-to-market structure and content for a leading-edge data center cooling technology.

1. Developed a strategic marketing plan.

2. Delivered a functional marketing platform including website, email capability, and social media linkage.

Research Topics Covered

Web3 and AI

Web3 and AI are transforming how we interact online, enabling decentralized networks and intelligent systems. These technologies promise greater transparency, security, and efficiency, revolutionizing industries from finance to healthcare. Though facing regulatory challenges, their potential to reshape society is vast. I delve into these new technologies as I believe it has the potential to change the way we interact and work.

Check out these reports:

Web3 Executive Level Set

Generative AI Level Set

Innovation

We’ve all heard the phrase “adapt or die” and for businesses to achieve success in today’s modern world, this is a universal truth. Take, for example, the massive expansion in technological advancements in the past decade; because of this extreme growth, businesses have been forced to adapt and expand more than ever before.

Simply put, companies cannot afford to stay afloat if they do not embrace innovation and change. Here are three critical factors on the importance of innovation in business.

Check out these reports:

Applying Start-up Concepts to Enterprise Innovation

Innovation Reference Architecture

Innovation Execution

Innovation Governance

An Operating Model for the Digital Enterprise

Supporting Methods and Procedures for Innovation

Decentralized Identity

In a world of changing privacy regulations, identity theft, and online anonymity, identity is a precious and complex concept. Decentralized or Self-Sovereign Identity (SSI) is a set of technologies that move control of digital identity from third-party “identity providers” directly to individuals, and it promises to be one of the most important trends in the coming decades.

Check out these reports:

Identity as the New Perimeter

Decentralized Identity and Verifiable Credentials

Decentralized, Blockchain-Enabled Identity Services Gain Traction

Blockchain

In a traditional environment, trusted third parties act as intermediaries for financial transactions. If you have ever sent money overseas, it will pass through an intermediary (usually a bank). It will usually not be instantaneous (taking up to 3 days) and the intermediary will take a commission for doing this either in the form of exchange rate conversion or other charges.

The original Blockchain is open-source technology that offers an alternative to the traditional intermediary for transfers of the assets (cryptocurrency, credentials, records of ownership, etc.) The intermediary is replaced by the collective verification of the ecosystem offering a huge degree of traceability, security, and speed.

Check out these reports:

Blockchain 101; An Executive Introduction to Distributed Ledger Technology

Developing an Enterprise Blockchain Strategy

The Evolution of the Blockchain Consensus Protocol

 

Digital Trust

In a world where almost any product or service can be purchased online from countless companies globally, trust is a significant differentiator. This research area defines trust in the digital world and how an enterprise can deliver on the explicit and implicit promises made to its customers and prospects.  Note that trust builds or is eroded over time. We break down the dimensions of Digital Trust into two areas:

  • Mechanical trust, in particular as it relates to and is supported by cybersecurity and Identity and Access Management is at the heart of Digital Trust. This is the technical foundation that delivers predefined outputs reliably and predictably.
  • Relational trust is the promise to abide by the social norms and agreements that address the complex realities of the relationship between the customer and the Digital Enterprise.

Check out this report:

Digital Trust