Experience Summary: Competitive Intelligence, Knowledge Management, Instruction Demonstrated expertise in 1) designing and managing competitive intelligence processes and functions and 2) training in competitive intelligence processes, practices, and techniques. Clients include organizations and individuals in a range of industries and business functions. Established expertise in knowledge management and information management processes, practices, and resources. Recognized expertise in information / knowledge management, research, and analysis for competitive, market, and strategic intelligence applications. Resources include online services, open Web, print, and other formats. Extensive experience with print and digital information resources, particularly in general business, competitive intelligence, various industry sectors, economic development, government documents, legal research, and arts/humanities literature. Experience in designing and delivering traditional, online, and blended instruction to participants who are diverse in skills, experience, working environments, and cultures. Professional Experience Principal and Founder Knowledge inform, Inc., Medfield, Massachusetts 2004 present Develop and manage key client accounts and relationships. Establish strategic direction for firm. Develop and manage key partnerships. Provide competitive intelligence process consulting and training to information, business, and industry professionals. Specialization includes developing organizational intelligence capabilities, establishing information and knowledge processes for competitive and business intelligence applications, developing intelligence research and knowledge management products and services. Develop and manage Knowledge inform products and services to support the competitive intelligence process and related activities. Products include e-books, online seminars, in-house seminars and workshops, newsletters, and other products and services. Developed SLA s Competitive Intelligence Certificates (CIC) Program. Simmons College, Boston, Massachusetts 1997-present Served in capacities selectively outlined, below. Consistently earned strong evaluations from both students and colleagues. Adjunct Instructor, Graduate School of Library and Information Science Competitive Intelligence (LIS 530M/474) Knowledge Management (LIS 465) Digital Information Services & Providers (LIS 454) Web Development & Information Architecture (LIS 531G) (Co-instructor) 2003 present Instructor, Simmons GSLIS and Harvard Libraries Iraqi Project 2004-2006 Prepared and delivered instructional content for training sessions in library and information science (LIS) instruction to Iraqi LIS leadership in Amman Jordan. Advise program administrators in policy, planning, development, logistics, and instruction. Design and deliver follow up training at state of the art facilities in the United Arab Emirates.
Program Faculty, Distance Learning Global Master s Degree in Knowledge Management Tseng College of Extended Learning, California State University Northridge 2006-2011 Develop and instruct course in Knowledge Management and Competitive Intelligence (KM 643). Serve as industry/area expert to colleagues and administration. Advise on course and curriculum development. Director of Information Services 2001-2004 Fuld & Company, Inc., Cambridge, Massachusetts Responsibilities: Managed and marketed all information and knowledge resources / services, including a competitive intelligence research collection. Supervised an international staff of professional researchers. Served and directed project teams in online and print literature research and analysis. Consulted and trained clients in research, information, and knowledge management. Trained staff in intelligence research and information / knowledge management. Served as online, content, and information industry expert. Edited & produced Fuld Intelligence Software Report and managed software vendor relationships. Oversaw the Fuld Internet Intelligence Index (I 3 ) Web directory and other site content. Faculty of the Fuld-Gilad-Herring Academy of Competitive Intelligence Key Achievements include: Developed staff of multilingual literature search professionals. Expanded company s services to include client consulting and training in intelligence information and knowledge management. Improved research service delivery processes and outcomes. Developed knowledge management tools and services, resulting in improved productivity company-wide. Led Intranet development team. Served as liaison in Factiva partnership. President and Co-founder 1999-2001 The CIRCLE Group, Inc., Quincy, Massachusetts Responsibilities: Provided strategic direction for company specializing in competitive intelligence research, information & knowledge management consulting and training to corporations and institutions. Oversaw operations and marketing of company services. Managed key client relationships, projects, and project teams. Developed services and products, including information and research-related courses and resources for client companies and organizations. Manager, Information Resource Service 1997-2000 Massachusetts Alliance for Economic Development, Boston, Massachusetts Responsibilities: Established, shaped, and managed information services and library, including client services, research, document delivery, reference, collection maintenance and development, technical services, and policy. Established and managed competitive intelligence efforts to support Massachusetts economic development. Managed and marketed company Web site. Marketed company and services. Conducted computer and Web site development training and workshops. Administered to computer and information technology. Key Achievements include: Introduced competitive intelligence practices to economic development efforts. Established the Massachusetts Economic Development Network [MAEDNet] portal. Designed and implemented information/knowledge management system. Developed partnerships and collaborations in research and intelligence generation. Identified opportunities for revenue-generating products/services. Education Competitive Intelligence Certificate, Academy of Competitive Intelligence 2002 Master of Science, Library and Information Science, Simmons College 1996 Bachelor of Arts, English and History, University of Massachusetts Dartmouth 1992 2
Professional Activities and Publications Awards Strategic and Competitive Intelligence Professionals (SCIP) Catalyst Award (2011) WISE Faculty of the Year Award (2012) Memberships and Activities Strategic and Competitive Intelligence Professionals (SCIP), 2005-2014 o Massachusetts Chapter Steering Committee member, 2007-2008, 2013 - present o Massachusetts Chapter Chair, 2008-2013 o 2014 Conference Planning Committee (2013-2014) o Nominations Committee for Board of Directors (2013) o Conference Thought Leader (2012, 2013) Special Libraries Association/SLA, 1996-2009 o Advisory Board Member, Competitive Intelligence Division, 2004-2008 o Founding Editor, Intelligence Insights, 2004-2008 o Knowledge Management Division, 2006-2009 Simmons College, Graduate School of Library and Information Science. Alumni Association Executive Board Member, 2002-2005. (President, 2003-2004) Expert Advisory Board Member on competitive intelligence and literature research issues, Medical Science Liaisons Quarterly, 2003-2004. Beta Phi Mu honor society, 1996-present. Massachusetts Business and Economic Development Reference Services (MassBedrock). Advisory Board Member, 1999-2003.
Publications & Media Columnist of In the Know for Competitive Intelligence Magazine, 2008-2014. Interviewed by Julia Taylor Kennedy for the Carnegie Council s series on Competitive Ethics, July 3, 2012 Interviewed by David Wallis for New York Times article, Talking Business in Flight? Be Careful, May 2, 2012. http://www.nytimes.com/2012/05/03/business/taking-business-calls-on-the-train-watchwhat-you-say.html Founding Editor, Intelligence Insights, the Bulletin of the Competitive Intelligence Division of SLA, 2004-2009. Roundtable: CI Tactics, Tools, and Lessons to Be Learned (moderated by Dennis Kennedy), Law Practice (American Bar Association), v. 34, no. 2, March, 2008. Peer reviewer for professional journals, Library and Information Science Research (LISR) and International Information and Library Review (IILR) Win-Win with Strategic Alliances on the Local Level (co-author), Competitive Intelligence Magazine, July-August 2007. "War Games: Gaining Advantage on the Business Battleground," Directions Magazine, Aug 16, 2006. Libraries and Competition: Intelligence for Management and Strategy, Information Outlook, July 2006. Interviewed by Leonard Fuld for The Secret Language of Competitive Intelligence (Crown Business), 2006. Getting Competitive, Library Journal, April 15, 2006. Competitive Intelligence: A Practical Primer for Location Intelligence, Location Intelligence, February 15, 2006. Profiled in article, It s All About Giving Back to the Community, Information Outlook, January 2006. "Build Your Research/Intelligence Know-How," Boston Women s Business/Boston Herald, August 1, 2005. Cited in article, The Wise Use of 'Intelligence', The National Law Journal, April 11, 2005. From LIS to CI: Practices, Issues, and Recommendations, Information Outlook, January 2005. Interview: Leveraging Internal Competitive Knowledge, Super Searchers on Competitive Intelligence (Information Today), 2003. Uncloaking the Invisible Web for Competitive Advantage, Medical Science Liaison Quarterly, vol.1, no.1 (March 15, 2003). How Competitive is Your Law Firm? Competitive Intelligence for the Legal Industry, LLRX.com, January 2, 2003. http://www.llrx.com/features/ci.htm. Profiled in article: Research Pros Unlike Stereotype, Factiva InfoPro Alliance and CI Center (online, site since revised), August 2002. Featured in article: Lee, Richard. Data Miners Show How to Do It Right, The Stamford Advocate. October 31, 2002. 4
Public Presentations and Workshops Competitive Intelligence for the Law Librarian, Association of Boston Law Librarians (ABLL), April 2, 2013. Designer and developer of SLA s Competitive Intelligence Certificates (CIC) Program; and instructor of 12 program courses held throughout the year. (2007-2009) The Impact of Web 2.0 on Competitive Intelligence, Dow Jones Experts Series, Dallas, TX, May 15, 2008. Getting Started: Competitive Intelligence Professionals in Law Settings, American Association of Law Libraries (AALL) Annual Conference. July 14, 2007. SLA Annual Conference, Competitive Intelligence Certificates Program Instructor, June 2007. Got Competitive Edge? Competitive Intelligence for the Information Professional, Texas Library Association (TLA) Annual Conference, April 14, 2007. Harnessing Web 2.0 for Competitive Intelligence, SCIP Boston Chapter, January 23, 2007. Competitive Intelligence Project Cycles and Project Management, SLA Click University, October 2006. Introduction to Competitive Intelligence, SLA Click University, October 2006. Libraries and Competition: Intelligence for Management and Strategy, Part II, SLA Click U Live! (online seminar), August 29, 2006. Libraries and Competition: Intelligence for Management and Strategy, Part I, SLA Click U Live! (online seminar), August 15, 2006. Iraqi Library Training Program in United Arab Emirates, NEH-funded joint effort of Simmons College and the Harvard University archives, July 2006. Competitive Intelligence: Transitioning from Librarians to Analysts, American Association of Law Libraries (AALL) Annual Conference, St. Louis, MO, July 9, 2006. Moderator, Successful Competitive Intelligence Models - One Size Doesn't Fit All, SLA Annual Conference, Baltimore, MD, June 14, 2006. Boost Your CIQ: Competitive Intelligence Competencies for LIS and Emerging Intelligence Professionals, SLA Annual Conference, Baltimore, MD, June 10, 2006. LIS and CI in the Business of Law, Association of Boston Law Librarians (ABLL), February 1, 2006. Intelligence Source Collection: From Paper to People, seminar for Boston Chapter of SLA, December 14, 2005. Human Source Collection: From Paper to People, seminar for Upstate New York Chapter of SLA, October 14, 2005. Software Tools for Intelligence Collection and Analysis, Business Intelligence: Analyzing Business Data for Competitive Advantage, Information Today s InfoX Conference, September 27, 2005. Iraqi Library Training Program in Amman Jordan, NEH-funded joint effort of Simmons College and the Harvard University archives, July 2005. Boosting Your CIQ, Parts I and II continuing education workshop for SLA Annual Conference, June 4, 2005. Competitive Intelligence Building Blocks, Part II: Analysis, Virtual Seminar for SLA, February 24, 5
2005. Competitive Intelligence Building Blocks, Part I: Research, Virtual Seminar for SLA, February 10, 2005. From LIS to CI: Practices, Issues, and Trends, seminar for the Boston Chapter of SLA, August 19, 2004. Boosting Your CIQ: Competitive and Strategic Intelligence for Organizational Success, continuing education workshop for the SLA Annual Conference, June 5, 2004. Keynote speaker for library and information science career development/management program, Tools for Success #2: Career Resources, New England Online Users Group, April 20, 2004. Graduation address, Simmons College Graduate School of Library and Information Science, February 6, 2004. Intelligence and the Internet, lecture for Intelligence Sources & Collection Techniques seminar at Fuld-Gilad-Herring Academy of Competitive Intelligence (ACI), April 7, 2003. Introduction to Competitive Intelligence for LIS, Organization and Management of Corporate Libraries course (LS 414), Simmons College Graduate School of Library and Information Science, January 10, 2003. Surveying the Online Landscape for Competitive Advantage, Society of Competitive Intelligence (SCIP), Southern New England Chapter, October 30, 2002. What in the World Wide Web? CI Research Developments in 2001, Society of Competitive Intelligence (SCIP), Boston Chapter, March 21, 2002. Lead Presenter: Bridging the Information Gap: Library and Information Services for Massachusetts Business and Economic Development," Business and Economic Development Summit, Massachusetts Board of Library Commissioners, September 18, 1998. "Online Information Services in a Special Library," Online Information Services course (LS 454), Simmons College Graduate School of Library and Information Science, April 16, 1998. 6