Perry Gartner

Competitive Intelligence and Knowledge Management Analyst

646-***-****

ac75m1@r.postjobfree.com

Work Experience

Outsell, Inc., Burlingame, CA Nov 2016 - Present

Consulting Partner

Lead consultant covering the analyst industry for Outsell’s clients, working with both users and vendors of technology research. [Also see Outsell, Inc Aug 2000 – Oct 2004 below]

Delta Brain Inc, Los Angeles, CA Nov 2015 – Aug 2016

Director of Competitive Analysis

Founding team member of medical software start-up during funding ramp

Provided top- and deep-level intelligence and analysis on landscapes and players in numerous potential target markets (e.g. seizure detection, fetal health, ultrasonic and magnetic brain stimulation, telemedicine, etc)

Co-led business development initiatives

oStrategic planning with CEO and Board

oLiaised with potential partners (clinics, hospitals, universities) and funding sources (government agencies, venture capitalists, etc)

Space Exploration Technologies, Hawthorne, CA Feb 2014 – Oct 2015

Propulsion Data Program Manager

Documentation and Knowledge Management leader for the Propulsion group at SpaceX.

Created, tested, implemented and oversaw Design Ticket System, a centralized platform for all Propulsion design information and data

Created, iterated and managed centralized library of flight risks, near-misses and threats.

Helped steer Propulsion group through successful 3rd-party audits necessary for AS9100 compliance

Monitored and assessed Engineering Review Board presentations to NASA and Air Force

oAuthored white paper on improving SpaceX certification and audit efforts

SpaceX won NASA LSP and Air Force EELV certification in May of 2015

Authored C-level reports analyzing critical knowledge management needs at SpaceX, covering

oTraining

oBest practices and lessons learned

oRisk tracking

oCertification procedures

oPlatform management

Assisted with technical writing throughout 2014-2015, including:

oCommercial Crew Program (CCP) responses instrumental in winning NASA certification for future manned flight, particularly Medical Hardware and Cabin Depressurization

oSolar Probe Plus Launch Service proposal and Crew Dragon Interface specs to NASA

Responsible for coordinating Propulsion document protocols with other groups such as Structures and Avionics

Represented Propulsion group in the strategic planning for new corporate document system

Self, New York, NY 2012 to 2014*, 2004 to 2008

Industry Analyst and Competitive Intelligence Consultant

Provider of analysis and advice to IT research vendors and their corporate users through written reports, telephone inquiry and on-site engagements.

Hired by information research vendors such as Forrester Research, Corporate Executive Board, Burton Group, Knowledge Capital Group, Info-Tech, Shore Communications and others to provide support and guidance in one or more of the following areas:

oProduct and service strategies: Detailed analysis of market trends and competition, as well as of client preferences and feedback. Future initiatives assessed in such areas as research services, deliverables, and the client-focused resources that support them. Constituents include the firm’s research directors and executive team.

oCompetitive Intelligence: In-depth profiling of competing firms’ products, business plans, pricing schedules, sales practices, public perceptions, and overall strengths and weaknesses. Related consultation and guidance for both tactical response and strategic planning. All departments implicated, from sales to research to c-level executives.

oSales training: Presentations and interaction with sales staff, both collectively and individually. Crucial intelligence, best practices, and specific sales cases are reviewed and analyzed.

Hired by corporate users such as Avon, Merrill Lynch, Citicorp, Xerox, AT&T and others to understand the IT research landscape and rationalize their analyst portfolio, including:

oUsage techniques and strategies: Thorough review of enterprise deployment of analyst services (seat distribution, inquiry, written research, consulting, events, etc) to identify inefficiencies, boost ROI from subscriptions, and recommend action.

oContract analysis and negotiation: Guides client to obtain superior contract terms with research vendors via best practices as well as analysis of competitors’ offerings and other research contracts. Near 100% effectiveness in reducing overall spend and/or contract bloat.

oVendor and product selection. Comprehensive analysis and recommendations of options among research vendors. Process includes consultation with client, competitive analysis of vendors and products, and a particular focus on emerging models.

Author of reports analyzing trends facing industry analysts and their clients

o* Example: as Affiliate Analyst from 2012-2014 with earlier employer Outsell, Inc. (see 2000-2004 below), authored annual Watching The IT Watchers report (distributed to Outsell’s clients and sold through www.outsellinc.com).

Morgan Stanley, Purchase, NY Sep 2009 to Aug 2011

Technical Writer and Document Control

Edited hundreds of methodologies and strategy documents for the Commodities group worldwide; oranized documents in proprietary data platform for internal use and consultation, and external regulatory review.

Trained various MS personnel in LyX document processing software and company’s proprietary Model Control System (MCS) database/archiving platform

Prepared documents for internal and Federal review and oversight on a continuous basis; worked with quants, strats and other commod personnel to ensure compliance with regulatory requirements.

Outsell, Inc., Burlingame, CA Aug 2000 to Oct 2004

Director and Lead Analyst

Chief analyst covering the IT research industry for both users and vendors through private subscription-based research and advice to Outsell’s clients.

Worked directly with Outsell’s corporate clients to guide their product and customer strategies (vendors) and advise on research contracts and portfolios (users) via custom inquiry and project consulting

Authored regular reports and updates on the state of the IT research industry; conducted related webinars and teleconferences as follow-up for clients and press.

Hired to address relevant departments at enterprise client organizations, including:

oSales, research and executive teams at IT research vendors

oAnalyst relations personnel, contract negotiators, and user groups at IT research users

Frequent speaker at industry conferences, and frequently quoted in national and trade papers and magazines including Dialog, CIO, InfoWorld, The Boston Globe and others.

Giga Information Group, Boston, MA; Norwalk, CT June 1997 to July 2000

Director, Competitive Analysis

Created and directed the competitive intelligence and analysis function at Giga. Led the program over a three-year period during which Giga became the fastest-growing advisory firm in the history of IT research. Responsible for advising sales, research, and senior executive personnel on industry developments, market feedback, and competitive threats and opportunities.

Instituted reporting and intelligence-gathering mechanisms to improve G2, and formalized the synthesis and internal distribution of resulting data and analysis.

Worked closely with sales staff to customize solutions and competitive response to win business

Prepared reports for and regularly addressed Giga’s sales, research and executive teams and implemented feedback loop to integrate company knowledge and enhance conclusions. Focus of efforts separated into two tracks:

oTactical response to market conditions and specific competitor initiatives and behavior

oStrategic planning to achieve sales, research and business objectives. These objectives, particularly in sales, were met by unprecedented success leading eventually to Forrester Research’s acquisition of the company in 2003.

Other Work Experience

The Juran Institute (Southington, CT), 1987-1988: Quality Assurance

Gartner Group (Stamford, CT), 1988-1990: Sales

The InfoPro (New York, NY), 2008-2009: Business Development and Competitive Analysis

ROW8 (West Hollywood, CA), 2018: Technical Writer

Education

Columbia University, New York, NY Political Science/International Affairs

State University of New York, Purchase, NY Music (Percussion)

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