I've written many reports, studies, white papers, case studies, and other material for both the supply chain and financial industries. For a further selection, please visit the resources sections on the Apply Digital, Shipwell, and Coconut Software websites.
THOUGHT LEADERSHIP
White Papers and Reports
In this project that I initiated, developed, and led the cross-departmental creation of — from vendor selection to final design and promotion — potential leads could complete a survey that would generate a highly personalized AI Readiness Diagnostic report.
Through custom capabilities and plugins created by the survey vendor specifically for this project, the report provided finely-tuned scoring across five critical pillars: Strategic, Operational, Technological, Organizational, and Experience, along with tailored recommendations to guide their next steps in maximizing AI's potential in those areas. It also generated one of 5 final overall readiness ratings based on weighted scoring across each of those pillars, and provided guidance on what their company should be most focused on in order to best improve/begin their AI adoption efforts.
The report linked below is from the pilot build I created as proof-of-concept, but will be updated to the final version soon.
As businesses seek to drive consumer engagement amid competitive pressures, the science of personalization is changing. From evolving tried-and-true methods to embracing new technologies like agentic AI, today's leaders understand that AI is key to realizing the true potential of personalization.
Apply Digital's exclusive survey of business leaders and consumers reveals valuable insights about investment priorities, consumer sentiment, and where personalization is headed in the year to come.
From refining established strategies to embracing innovative technologies, today’s leaders in the sports industry know better than anyone that personalized experiences are key to building deeper, more meaningful connections with their audience.
Drawing from our exclusive survey of over 400 leaders across various industries, Apply Digital's new report highlights key sports findings, offering valuable insights into how teams and leagues are leveraging personalization, the challenges they face, and their future focus. Discover what’s working, what’s not, and what other industries can learn from sports’ approach to engagement.
If you're an executive constantly battling packed calendars, endless meetings, and repetitive manual tasks — you're not alone. To help you carve out more time in your day, we developed The AI Solutions Playbook to outline five proven strategies that can save you up to 80 hours a month.
From smarter document workflows to meeting prep automation, this guide gives you step-by-step instructions on practical, easy-to-implement tools to cut through the noise and focus on high-impact decision-making. It’s time to bring AI into your corner — and put more time back on your clock.
Today, many B2B organizations struggle with legacy technology and outdated processes, preventing them from truly engaging with their customers — but there is a way forward.
This original whitepaper combines exclusive data from our report The Future of Customer Engagement: Achieving ROI with Loyalty, Personalization and AI with fresh insights from Apply Digital experts in platforms, enterprise solutions, and AI, to bring you a B2B-focused roadmap for improved customer engagement.
ADDITIONAL
CONTENT
Blog
Includes Content Ghostwritten for Leadership
White
Papers
ADDITIONAL
CONTENT
White Papers
A 24 page eBook exploring the ways that millennial financial customers approach money, along with an examination of the modern tools and apps used by three of this generation's most financially demanding sub demographics, and what banks and credit unions can learn from them.
An examination of 5 of the top-rated strategies currently being implemented by leading modern banks and credit unions, and how they can help to increase customer engagement with the branch during the ongoing shift from physical to digital banking dominance.
After sales reported that many customers were on the fence about the question of whether they should buy our solution, or attempt to build it themselves, I put together this piece weighing the benefits of each side. Packed with cited statistics and quotes from both customers and industry experts, it has become one of our most popular assets.
ADDITIONAL
CONTENT
Press
Releases
Interview Work
I was contacted by B2B sourcing magazine and website Made-In-China in order to write an article about businessmen from Chaoshan and what makes them so successful. To do this, I set up interviews with two prominent businessmen from Chaoshan who operate their business nearby Shenzhen. Prior to the interview I researched the culture and businesses of the subjects in order to tailor my questions accordingly. After the interview, I wrote this article which was published in their magazine on September, 2013.