final!agenda! april&19 …€¦ · · 2017-04-18mgi$research$case$study ... monetizing saas...

FINAL AGENDA 2017 Monetization Summit WEST MGI Research Case Study Conference

April 19th, 2017 8:00am – 5:00pm PDT The Julia Morgan Ballroom, Merchants Exchange Building

465 California St., 16th Floor San Francisco, CA 94104

Conference Partners

© 2017 MGI Research, LLC

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Schedule Session Title Presenters Moderators 8:00 – 9:00 am Registration and Breakfast 9:00 - 9:05 am Welcome and Introduction Igor Stenmark, MGI Research 9:05 - 9:30 am Keynote: Agile Monetization Platforms (AMP) – MGI Research

Scenario Andrew Dailey, MGI Research Igor Stenmark

9:30 - 09:51 am Case Study: Monetizing SaaS Financial Services Globally Leena Sampemane, Enterprise Architect, Intuit Andrew Dailey 09:51 - 10:12 am Case Study: Monetizing the Connected Car David Cook, Vice-President, Connected Car Solutions Concentrix Jim Mendelson 10:12 – 10:33 am 15 Minute Networking Break 10:33 – 10:54 am Case Study: Monetization Strategies for an IoT Platform Hans Hanspal, GE Digital Igor Stenmark 10:54 – 11:15 am Case Study: Accelerated Go-Live Within an SMB Eben Ostergaard, VP Finance and Operations & Jed Bickford, Director of

Product Development, eMyth Andrew Dailey

11:15 – 11:36 am Expert Interview: Revenue Recognition and your Bonus Stig Haavardtun, Partner, PwC Jim Mendelson 11:36 – 11:57 am Case Study: The Business Case for CPQ Kamal Ahluwalia, Chief Revenue Officer, Apttus Igor Stenmark 11:57 – 12:18 pm Case Study: Contract Management – Is There a Better Answer? Praful Saklani, CEO Pramata Corp Andrew Dailey 12:18 – 1:30 pm Lunch + Networking 1:30 – 1:51 pm Keynote: SaaS – Wall Street Valuation Outlook Terry Tillman, Raymond James Financial Jim Mendelson 1:51 – 2:12 pm • Case Study: CFO Best Practices for Managing High Growth SaaS Tyler Sloat, CFO, Zuora Jim Mendelson 2:12 – 2:33 pm • Panel: CTO Perspectives CTO perspectives – Innovations on the

Horizon Leo Solomon, Billing Platform and Paul Tindall, CTO goTransverse Igor Stenmark

2:33 – 2:54 pm • Panel: Systems Integrators Perspective Winning Quote-to-Cash Projects

Ravin Checker, CEO, Synthesis Systems, Pete Getchell, Director, Navint, Ted Brookbank, SVP, ATG, David Crowell, Manager, PwC

Igor Stenmark

2:54 – 3:15 pm • Case Study: Digital Business: Getting from Here to There Steve Terry, Sr. Director, Navint Andrew Dailey 3:15 – 3:30 pm • 15 Minute Networking Break 3:30 – 3:51 pm • Keynote: The next generation of eCommerce and Payment Technol-

ogies Matthijs Koorn, Head of Payments and eCommerce Research, MGI Re-search

Andrew Dailey

3:51 – 4:06 pm • Expert Interview: World Tour of Global Payments Joe Emig, VP Business Development, Payvision Matthijs Koorn 4:06 – 4:21 pm • Case Study: Blockchain: Ready for Prime-Time in Monetization? Dickson Chu, Global Head of Portfolio Mgmt, BBVA Matthijs Koorn 4:21 – 4:36 pm • Expert Interview: Rethinking eCommerce and Payments Industry Trevor Black, co-founder Comecero Matthijs Koorn 4:36 - 4:57 pm • Keynote: Monetization Market Outlook Igor Stenmark, MGI Research Jim Mendelson 4:57 - 5:05 pm Raffle + Closing Remarks Jim Mendelson Jim Mendelson

5:05 pm Networking Cocktail Reception




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CONFERENCE HOST

The conference is organized and hosted by MGI Research, - an independent analyst firm focused on disruptive trends in the technology industry and well known for its in-depth coverage of billing systems solutions. Founded in 2008, MGI Research provides business executives and technology users with comprehensive research and supplier ratings, enabling organizations to make timely, informed purchasing and implementation decisions. With hundreds of interactions with users, a rigorous research methodology, MGI 360 Ratings and numerous technology providers under coverage, MGI Research is uniquely positioned to help users; vendors and investors make more informed decisions.

MGI Research Monetization Solutions Focus

The market for monetization solutions is undergoing a fundamental shift as a new generation of vendors takes advantage of contemporary technologies and threatens to displace aging legacy solutions. Our research covers key monetization market segments such as simple recurring billing; ecommerce; subscription; complex enterprise; and telecoms/utilities customer support platforms, CPQ, Quote-to-Cash, and Revenue Recognition.

MGI Research Monetization Vendor Coverage (partial list):

• Amdocs • AppDirect • Apttus • Aria Systems • AsiaInfo-Linkage • Ask.net • Avangate • Billing Platform • Chargify • Chargeover • ChikPea • cleverbridge

• CloudSense • Comverse • CSGI • Cycle30 • Digital River • Ensim • Ericsson/MetraTech • FinancialForce.com • FuseBill • Intacct • Leeyo • LogiSense

• MetraTech • Monexa (Oracle) • NetCracker • NetSuite (Oracle) • Oracle • Pramata • Recurly • RevStream • Steelbrick (SFDC)

• RedKnee • SAP • TechnoTree • goTransverse • Vindicia (Amdocs) • Zuora




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CONFERENCE PARTNERS

Navint is a consulting and technology firm offering end-to-end capability across strategy, operations and technology. We have a global footprint with deep experience in complex, enterprise transformation and cover a wide-range of industries, operational domains and business solutions. Navint has a 25-year history of delivering step-change improvements to help clients achieve their business objectives and growth agenda and Navint brings a unique and meaningful value proposition to our clients.

Oracle is the leading provider of enterprise infrastructure and business applications software. With more than 420,000 customers and deployments in more than 145 countries, Oracle offers a comprehensive and fully integrated stack of cloud applications, platform services, and engineered systems.

Based in Englewood, Colorado, BillingPlatform.com is a highly flexible, high-volume, cloud-based billing platform; able to rate any combination of metered, subscription and ad-hoc services while managing customers, products and rate plans. Billing Platform focuses on making it easy to quickly and accurately implement any pricing and rating model; and roll out new products and services thus allowing organizations to rapidly turn ideas into cash.

Based in Austin, TX, goTransverse is a supplier of cloud-based Billing-as-a-Service and revenue automation solutions. TRACT by goTransverse was conceptualized and founded to help leading enterprises monetize the promise of the cloud. Today, with over 200-years domain expertise, proven cloud-technology and billions of transactions processed through the system on a monthly basis, TRACT is a true multi-tenant, fully elastic, agile monetization platform. Customers choose TRACT to quickly launch new products and services to market, package and price any combination of one-time, subscrip-tion and usage-based offerings and have full visibility into revenue streams–all to drive top-line revenue growth.

Pramata's cloud-based Customer Digitization Platform, Apps and Managed Services help finance and sales ops leaders at large B2B enterprises unlock vital information about their complex customer relationships and make it accessible to anyone within their organization to drive revenue and profits, while reducing leakage and compliance risk. Organizations such as CenturyLink, NCR, Comcast, Novelis, HP Enterprise and Truven Health Analytics utilize Pramata’s cloud platform.

Advanced Technology Group (ATG) is a management and technology consultancy focused on optimizing business lifecycle for Fortune 1000 compa-nies.




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COMPANIES AND SPEAKERS PRESENTING AT THE CONFERENCE

Intuit Inc. provides business and fi-nancial management solutions for small businesses, consumers, and accounting professionals primarily in the United States and interna-tionally. The company’s brands such as TurboTax, QuickBooks, GoPayment and others cover a full spectrum of financial management capabilities from accounting to tax, payroll and payment processing.

Leena Sampemane

Intuit

Leena Sampemane is the lead architect for Intuit’s monetization plat-form; that enables concept to care for Intuit’s SaaS products globally and across multiple channels. Prior to Intuit, she spent 17 years in software engineering, architecture and product management roles at Oracle, design-ing & delivering customer focused enterprise solutions.

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) is multinational Spanish banking group providing diversified financial services to 70 million customers in 35 countries. Founded in 1857, the current organ-ization was the result of a 1999 merger of Banco Bilbao Vizcaya and Argentaria. BBVA is currently the second largest bank in Spain, with leading franchises around the world including the US. BBVA is focused on high-growth markets and sees technology as a key com-petitive advantage. BBVA digital transformation, launched in 2007 resulted in a 19% annual customer growth.

Dickson Chu EVP, Global Portfolio

Manager BBVA

New Digital Businesses

Dickson Chu is an accomplished General Manager and innovative prod-uct builder with over 30 years of experience working at the intersection of Financial Services, customer insights and the strategic use of technolo-gy. He has held leadership roles at prominent companies – BBVA, Wells Fargo, Yahoo!, PayPal, and Citi – where he created and/or grew sizeable new businesses. He is also an investor, board director and active advisor to a number of emerging companies working to redefine the next genera-tion of payments, commerce and business services. He is currently the head of portfolio management for BBVA’s New Digital Business strategic business unit where he has overall responsibility for the governance, budget and strategic direction of BBVA’s growing portfolio of newly ac-quired FinTech businesses such as Simple in the US, Holvi in Finland, Atom Bank in the UK and Open Pay in Mexico.




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GE Digital connects streams of ma-chine data to powerful analytics, providing Industrial companies with valuable insights to manage assets and operations more effi-ciently. World-class talent and software capabilities driving big gains in productivity, availability and longevity.

Harinderpal (Hans)

Hanspal GE Digital

Harinderpal (Hans) Hanspal is Head of Growth for GE Digital's Indus-trial IoT developer platform, Predix. He has over 25 years of global expe-rience in the technology, telecom, media and entertainment industries. Hans came to GE Digital via their acquisition of Nurego, a software mon-etization platform for industrial and high-tech companies that are trans-forming into digital companies. Hans was the co-founder and Chief Cus-tomer Officer for Nurego. Prior to Nurego, Hans was a founding member of Vmware's (now Pivotal) Cloud Foundry product. Hans spent almost ten years at EMC in various leadership roles in sales, business development and customer success, including EMC's first SaaS product, Mozy. Hans holds a Bachelor of Science degree (with Honors) in Computer Science and Mathematics from the University of Leeds.

A wholly owned subsidiary of SYNNEX Corporation (NYSE: SNX), Concentrix is a leader in high-value global business services. Based in over 25 countries with a staff of more than 100,000+ who speak 40+ languages, Concentrix offers industry expertise in 10 in-dustries: Banking & Financial Ser-vices, Healthcare & Pharmaceuti-cal, Insurance, Technology, Con-sumer Electronics, Retail & e-Commerce, Government & Public Sector, Media & Communications, Automotive and Travel, Transpor-tation & Tourism.

David Cook

Vice-President, Connected Car Solutions

Concentrix

David Cook leads the Connected Car Solutions Group at Concentrix. Da-vid’s experience includes Business Intelligence and Monetization for Mercedes mBrace (Hughes Telematics), Enterprise Architecture for All-state and VW (Verizon Telematics), and subscription management and monetization for Hyundai Blue Link (Minacs/Concentrix). David is cur-rently consulting a number of automakers on their upcoming Connected Car launches.




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EMyth is recognized as the leader in transformational business coach-ing and an icon in the business world since 1977. We wrote the book on why most small businesses don’t work and what to do about it. The E-Myth Revisited by Michael E. Gerber is one of the top five best-selling business books of all time, and has been translated into 27 languages and is required read-ing in countless MBA programs. Our coaches and trainers have de-livered the EMyth Coaching Pro-gram to tens of thousands of com-panies around the world.

Eben Ostergaard

Vice-President, Finance & Operations

eMyth

Eben Ostergaard is VP of Finance & Operations at EMyth (emyth.com) and an EMyth Certified Business Coach. He's passionate about striking the balance between effective systems and people's humanity, and discov-ering the ways that an owner's gifts and blind spots express in building their business.

Jed Bickford Director of Product

Development eMyth

Jed Bickford is Director of Product Development at EMyth (emyth.com). His team is focused on building simple software tools that enable business owners to create stability, growth, and freedom through their work with EMyth Coaches. He’s an entrepreneur and coach at heart (four businesses and counting) and lives in Ashland, Oregon.




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Raymond James is a diversified fi-nancial services company engaged in investment and financial plan-ning, investment banking and asset management. The firm has approx-imately 6,500 financial advisors serving over 2.7 million client ac-counts in more than 2,600 locations in the United States, Canada and overseas. Total client assets are ap-proximately $500 billion.

Terry Tillman

Managing Director Raymond James Financial

Terry Tillman joined Raymond James Equity Research in 2008 as a sen-ior analyst focused on application software, including the software-as-a-service (SaaS) market. Prior to joining Raymond James, Mr. Tillman covered both applications and infrastructure software at SunTrust Robin-son Humphrey for more than three years. Previously, he worked in equity research at Schwab SoundView and Banc of America Securities covering a variety of segments of enterprise software after starting his career in in-vestment banking at Banc of America Securities. Mr. Tillman graduated from the University of Louisville with a bachelor’s degree in finance. Currently his coverage universe includes 25 application software stocks across a wide variety of horizon and vertical market areas and broad rang-ing market caps.

Comecero is a next gen API-based commerce and payments platform. Companies large and small use Comecero to handle the complexi-ties of online commerce from cart/checkout, global tax, fraud screening, fulfillment, and, of course, payments. Comecero lever-ages an open source toolset and ex-ternal integrations to deliver a flex-ible and transparent solution.

Trevor Black Co-Founder Comecero

Trevor Black is a serial entrepreneur and started his first company (Reg.Net) in 1994 focused on selling software. In 2003, he sold that com-pany to Digital River where he served as a Group VP until 2011. After consulting for companies on global payments and cryptocurrency (under Emerging Ecommerce) he started a new commerce platform. As a Co-Founder of Comecero - a global commerce and payments platform - he focuses on new opportunities and the shifting landscape of payments. He lives in Southern California with his wife and three kids. Occasionally you'll catch him on TV or in a movie, most recently as a sheriff in an epi-sode of Criminal Minds.




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Pramata Customer Relationship In-telligence™ helps companies digi-tally instrument their contract and billing data. Organization use Pra-mata to retain and grow their most valuable customer relationships. Pramata is headquartered in the San Francisco Bay Area.

Praful Saklani

Co-Founder & CEO Pramata

Praful Saklani has deep expertise in the artificial intelligence technolo-gies core to Pramata, and experience in delivering enterprise process solu-tions to large corporate customers. Prior to co-founding Pramata, he founded and served as CEO of Yatra Corporation, which leveraged artifi-cial intelligence and Internet technologies to optimize travel management processes. Previously, he was co-founder and managing partner of con-sulting firm, Invotech Systems, and a key executive of Waterhealth Inter-national, a social start up focused on bringing affordable drinking water purification solutions to developing countries. He graduated from Swarthmore College, where he received High Honors in economics and political science.

Based in Austin, TX, goTransverse is a supplier of cloud-based Billing-as-a-Service and revenue automa-tion solutions.

Paul Tindall

CTO goTransverse

Paul Tindall has built his career around finding cost-effective and prag-matic ways to deliver complex software solutions. His professional expe-rience includes roles of software engineering manager, technical leader and CTO, with companies focused on multi-tenant, high-availability soft-ware as a service (SaaS) models built to enterprise standards. Before goTransverse, he founded and was CTO and Director of Engineering at CreativeLink Technologies|SiteBlox.com, an Austin-based SaaS web con-tent management, portal and commerce platform provider. He was the CTO of iPath Solutions, a boutique startup consulting firm focused on custom Java-based projects, which was subsequently acquired by NASDAQ-listed Perficient, where Paul worked with numerous Fortune 500 clients. Paul also worked as the Technical Director for Emerg-ing.com, a consultancy and systems development provider, and was a Software Development Engineer/Manufacturing Engineer for Compaq. Paul holds MBA and Bachelor of Electrical Engineering degrees, as well as a patent for a manufacturing-related algorithm.




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PricewaterhouseCoopers (PwC) is the world’s second largest multina-tional professional services firm. PwC provides assurance, audit, tax, human resources, transactional, per-formance improvement, and crisis management services. It serves sec-tors such as aerospace and defense, healthcare, hospitality, industrial manufacturing, real estate, retail, technology, logistics, financial ser-vices, and more.

Stig Haavardtun

Partner, PwC

Stig Haavardtun After relocating from his native Norway to Silicon Val-ley 16 years ago, Stig Haavardtun now serves as an Assurance Partner for PwC in the San Jose office. He is known as the Partner who works to help public companies cope with regulatory or business changes in accounting. He is a Revenue Recognition Specialist and has assisted numerous com-panies in adopting the new revenue recognition standard (ASC 606). Stig is a licensed CPA in California and has both bachelor and graduate de-grees from the Norwegian School of Economics. Stig has visited 30 coun-tries and 42 US states - so far and has a keen interest in history and cultur-al societies. He has an extensive personal library and is on a mission to visit all 13 of the official US Presidential Libraries.

David Crowell Manager, PwC

David Crowell is part of PwC's Quote-to-Cash transformation practice and brings over 11 years of experience leading assessment, design, and implementation projects. With a breadth of experience across the Lead-to-Cash lifecycle, David is highly specialized in Sales & Offer Management, Customer Care, Billing, and Revenue Management.




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Apttus is a provider of cloud-based Quote-to-Cash (QTC) software tools including solutions for Con-figure-Price-Quote (CPQ), Contract Management, E-Commerce, and Revenue Management. Apttus is headquartered in San Mateo, Cali-fornia, with offices across the globe including Chicago, Montana, Lon-don, India, Japan and Australia.

Kamal Ahluwalia, Chief Revenue Officer, Apttus

Kamal Ahluwalia is the Chief Revenue Officer of Apttus with global re-sponsibility for accelerating growth and establishing Apttus’ Quote-to-Cash footprint. Prior to Apttus, Kamal served as Chief Marketing Officer for Selectica. During his tenure he was responsible for driving Selectica’s expansion into configure price quote (CPQ) markets. Prior to Selectica, he held leadership positions at Model N, Oracle, Apple, and RadioMail. Kamal holds a Master of Science degree in Computer Science from Utah State, and a Bachelor of Science degree in Computer Science from IIT Roorkee.

Synthesis Systems, Inc. is a global boutique consulting firm specializ-ing in Subscription Monetization and Cloud Transformation in vari-ous industry verticals such as Hi-tech, Communication, and Retail. The firm focuses on helping com-panies implement and optimize their Business Support Systems (BSS) and Operations Support Sys-tems (OSS) ecosystems.

Ravin Checker

CEO Synthesis Systems

Ravin Checker is the founder and CEO of Synthesis Systems, Inc. Ravin has more than 25 years of experience in the OSS/BSS space, leading the architecture and development for Billing, Rating and Subscription Man-agement products. Before founding Synthesis, he led various leadership positions at Oracle and Portal Software (acquired by Oracle) where he was responsible for the BRM product line. He was also the engineering sponsor for the end-to-end application stack integration platform for the communications business unit which later was termed as RODOD for Or-acle Communications.




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Advanced Technology Group is a management and technology con-sultancy focused on optimizing business lifecycle for Fortune 1000 companies.

Ted Brookbank

Senior Vice-President ATG

Ted Brookbank has more than 28 years of technology development, con-sulting and executive leadership experience gained through diverse do-mestic and international assignments. He has championed numerous En-terprise Platform Transformation programs and has built operating entities from inception. He began his career supporting the wireless industry and has since focused on the broader communications, IaaS, and SaaS mar-kets. As a member of ATG’s Executive Team, Ted leads the Strategic Account Delivery organization. Leveraging years of experience in sys-tems development and solution architecture he collaborates with our cli-ents to move them through strategic assessment to planning and delivery of enterprise-wide Quote to Cash platforms. Prior to joining ATG, Ted held senior positions with Convergys, SAP and Perficient.

Based in Englewood, Colorado, BillingPlatform.com is a highly flexible, high-volume, cloud-based billing platform; able to rate any combination of metered, subscrip-tion and ad-hoc services while managing customers, products and rate plans. Billing Platform focuses on making it easy to quickly and accurately implement any pricing and rating model; and roll out new products - to rapidly turn ideas into cash.

Leo Solomon

Co-Founder and CTO Billing Platform

Leo Solomon is one of the original founders and the Chief Technology Officer of Billing Platform. With over twenty years in the software indus-try, and extensive experience in high capacity billing information systems Leo leads innovation and product development at the company. He is an outdoor sport enthusiast and is a world traveler with a passion for global unity and diverse cultures. Leo also has a passion for everything mechani-cal.




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Navint Partners is a management consulting firm, blending a unique industry experience and innovative thinking to address clients' business challenges in imaginative ways. Navint advises C-Suite executives on actionable recommendations to solve their business challenges. Navint offers a comprehensive portfolio of professional services and solutions. Navint has been in-strumental in the transformation of over $2bn in annual subscription and usage based revenues.

Pete Getchell

Director Navint

Pete Getchell enables organizations to monetize and operate effi-ciently in the digital economy facilitating the creation and adoption of new strategies, new operating models, and new technologies. He has more than 25 years of management consulting and industry experi-ence optimizing operational performance by connecting strategic goals with transformational improvements. Over the last few years, Mr. Getchell has been applying the principles of business transfor-mation (strategic alignment, operational excellence, cultures of change, supply chain optimization) to the new economy. Most recent-ly, Mr. Getchell has been facilitating transformations for companies in the Software & Data Services, and the Media & Entertainment Indus-tries.

Stephen Terry

Director Navint Partners

Stephen Terry is a successful, innovative and energetic professional with over 20 years of expertise in helping clients transition their product cata-log, operating practices, and business systems to optimize subscription and recurring revenues. Steve leads the Subscription and Recurring Reve-nue Practice at Navint. In this role Steve guides client delivery and prac-tice development to serve organizations with recurring revenue and sub-scription business models. Focused on building client value through inno-vation, strategic use of best practice, and resourceful program de-sign. Prior to Navint, Steve has held senior roles with firms such as Sigma Consulting (later Nextera Enterprises), Unisys Corp, and Accenture (for-merly Andersen Consulting). Steve earned Bachelors in Economics and Masters in Economics at Trinity College, at the University of Cambridge, England. Steve also holds a Master’s in Public Policy degree, from the Sol Price School of Policy at the University of Southern California in Los Angeles, CA.




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Zuora provides subscription billing as well as recurring revenue, pay-ments, and billing solutions. Its so-lutions cover roles of CEOs as well as marketing, finance, and opera-tions that cover commerce, finance, and billing processes.

Tyler Sloat

CFO, Zuora

Tyler Sloat joined Zuora's executive management team in 2010 with more than fifteen years of experience in executive finance roles for payment, software and hardware technology companies varying in size from start-up to Fortune 500. Prior to Zuora, Sloat was the Chief Financial Officer for Obopay. Sloat was integral in raising over $100M in investment and strategic capital, forming global commercial relationships with the likes of Nokia, MasterCard and Societe Generale, and deploying Obopay's mobile payment service in four countries spanning three continents. Before Obopay, Sloat held senior level finance roles at companies such as Network Appli-ance, Inc., and Decru. Sloat is a registered C.P.A. in the State of California, has an M.B.A. from the Stanford Graduate School of Business and has a B.A. from Boston College.

As one of the fastest-growing glob-al acquiring networks in the world, Payvision connects banks, PSPs, ISOs and their merchants to a sin-gle Global Acquiring Platform, based on a non-competitive part-nership model in which all stake-holders share revenue in an expand-ing profitable cross-border ecom-merce marketplace.

Joe Emig VP Business Development

Payvision

Joe Emig serves as Payvision VP of Business Development for Interna-tional Acquiring. He oversees the company’s North America operations and provides training and support for global market initiatives with ISOs, sales channel managers, and PSP/PF operators who bring strong merchant customers to Payvision for international e-commerce, multi-currency pro-cessing, and mobile payments acquiring. Joe holds a J.D. degree from the Arizona State University College of Law and a B.A. degree in Interna-tional Relations from Brigham Young University. In his spare time he loves being a dad, golfing, and playing fantasy baseball.




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MGI ANALYSTS BIOS

Andrew Dailey Managing Director

MGI Research

Andrew Dailey is a Managing Director and co-founder of MGI Research. Mr. Dailey has over twenty years of diversified technology and financial services experience. Prior to MGI Research, Dailey was a partner at the Jetstream Group, a man-agement consulting firm advising Fortune 500 CIOs on software procurement negotiations, enterprise applications strate-gies and outsourcing/offshoring strategies. In this role, Mr. Dailey advised clients such as British Petroleum, Applied Mate-rials, JPMorgan Chase, McDonald's, McKesson, Nissan, Sun Microsystems, and Tetra Pak. Prior to that, Mr. Dailey was the Senior Vice President of Marketing for Baan Company. Mr. Dailey spent eight years at Gartner Group, where he co-founded the Software Asset Management practice, and launched the ERP and supply chain management advisory business-es in Europe. Mr. Dailey is the author of numerous industry research papers and has lectured at the University of Chicago Graduate School of Business, UCLA's Anderson School of Management, and The Charles University, Prague. Mr. Dailey is currently the Lead Director for Project Bandaloop, a San Francisco-based aerial dance company. A four-time NCAA All-American in tennis, Mr. Dailey holds a BA degree from Swarthmore College.

Igor Stenmark

Managing Director MGI Research

Igor Stenmark is a Managing Director and co-founder of MGI Research. Mr. Stenmark's background encompasses nearly 30 years in entrepreneurial, strategic, investment and executive roles in the technology industry. Prior to co-founding MGI Research, Igor was in private practice as a strategist and counsel advising technology industry investors and executives, helping enter new markets, optimize positioning, create value and achieve liquidity. Between 1992 and 2001 Mr. Stenmark served as the Head of Gartner's Enterprise Systems Research Group. Prior to Gartner, Mr. Stenmark was the co-founder of Spectrum Concepts Software (acquired by Legent/CA) where he led held key executive positions in product development, corporate development, international sales and marketing. During the mid-80s, Mr. Stenmark worked as a communications software consultant in the energy industry and acted as a lead developer and project manager of several international pro-jects at Mobil (now ExxonMobil). Mr. Stenmark holds Bachelor degrees in Electrical Engineering and Computer Science from Cooper Union School of Engineering and New York University respectively.




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MGI ANALYSTS BIOS

Jim Mendelson Managing Director

MGI Research

Jim Mendelson is a Managing Director and co-founder of MGI Research. Prior to co-founding MGI Research with Messrs. Stenmark and Dailey, Jim was a leading Wall Street enterprise software analyst. Starting out on Wall Street in the late 1970s, Jim has covered a broad range of software companies in a variety of different information technology sectors. Jim was the lead enterprise software analyst at firms such as Morgan Stanley, Soundview Technology Group, Charles Schwab and Lazard. During his career as an analyst on Wall Street, Jim was highly ranked by Institutional Investor, as well as by Reuters and Greenwich Research polls. Jim has a Bachelor’s Degree in Economics and English from Bucknell Uni-versity, and an MBA in Finance from New York University.

Vince Wicker

Research Director and Co-Head of Supply

Chain Management

Practice

Vincent (Vince) Wicker is a Research Director and co-head of Supply Chain Management practice at MGI Re-search. Previously, Mr. Wicker spent over twenty years as an industry executive and senior advisor in private practice help-ing companies optimize their supply chain strategies and technology acquisition plans. Vince has held global marketing and operating roles in the packaging industry as well as at companies such as Barclays Bank, The Northern Trust and Fiat-Chrysler. Vince has also served in executive and senior technology roles at companies such as Manugistics (now JDA Software) and Synquest and provided strategic counsel to numerous providers of supply chain management technology. Vince has also lectured on enterprise supply chain technology at Emory University’s Graduate Business School. In addition to his broad expertise in supply chain, Vince has in-depth expertise in industries such as telecom, retail, consumer pack-aged goods, mobile, beverage, apparel, automotive, pharmaceutical, medical and process chemical industries. His research work at MGI focuses on the next generation of supply chain management and optimization technologies, including on-demand, cloud-based delivery models. Vince holds a BBA from the Ross School of Business at The University of Michi-gan and an MBA from Emory University’s Goiutzeta School of Business.

Matthijs Koorn Research Director

Head of Payments and eCommerce Strategies

Practice

Matthijs Koorn is a Research Director and Head of Payment and eCommerce Strategies Practice at MGI Research. Mat-thijs is a recognized payment technology industry expert with a deep knowledge of the entire payment processing cycle. He has a broad international experience and a successful track record as an executive, research leader and a strategic advisor. Matthijs brings to MGI over 20 years of deep expertise in payments, cards and issuers, e-commerce and related regulatory issues that affect all parties in an electronic payment as well as processors, issuers, technology suppliers and tax and regula-tory authorities. At MGI, his research and advisory work is focused on helping clients modernize their payment technology capabilities, optimize strategies and align their payment practices and metrics with industry best-in-class. Matthijs focuses his industry research on the cutting edge between payments and payments processing on the one hand and economic viabil-




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MGI ANALYSTS BIOS

ity on the other hand. In addition to working closely with B2C and B2B enterprises, Matthijs has advised numerous tech-nology suppliers on opportunities and risks of e-Commerce payments, on strategy and regulatory issues, on market entry and exit, market sizing and on internal turnarounds and re-organizations. Prior to MGI Research, Matthijs held senior re-search, sales and executive roles with companies such as Gartner, Tower Group, MasterCard, Avangate, WorldPay and others. Matthijs holds a degree in International Business Studies from the European Business School in London. He is based in The Hague, Netherlands.

Michael Wayne Research Director Co-Head of Supply

Chain Management

Practice

Michael (Mike) Wayne is a Research Director and co-head of the Supply Chain Management practice at MGI Re-search. Previously, Mr. Wayne spent the last 19 years working in supply chain and technology as an industry consultant, enterprise architect, and most recently as a technology executive advising clients on the development of cloud-based supply chain services. As an industry analyst Mike draws on his unique perspective as a practitioner and a strategist. Mr. Wayne started his career at Bender Management Consultants solving complex supply chain problems for companies such as Prax-air and Georgia Pacific. Through the SynQuest acquisition and eventual IPO, Mr. Wayne assumed the role as a supply chain product architect, driving the development of commercial off the shelf demand planning solutions for Fortune 1000 companies. Mr. Wayne went on to serve as CTO of a supply chain startup, architecting optimization and simulation tools for forward-looking manufacturing organizations. Mr. Wayne has designed supply chain processes, engineered supply chain strategy models, and led enterprise supply chain integration efforts in the retail, grocery, energy, process chemical, paper, telecommunications, and consumer packaged goods industries. While at Willis Towers Watson he has deployed dis-tributed enterprise architectures solving complex actuarial problems. Mike was also involved in architecting supply chain systems for companies such as Loblaws, Sprint, Univar, and Pactiv. His research work at MGI is focused on the strategic and technical challenges facing companies looking to optimize supply chains for the 21st century. Mike has also worked ex-tensively on establishing a set of objective, industry-standard metrics and criteria with which to evaluate, acquire and adopt supply chain solutions. Mr. Wayne holds a BS in Computer Science and Engineering from the University of Toledo, has worked extensively in Agile Methodology and holds several technology specific certifications.




Conference Partners


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Partial list of companies that presented at or co-sponsored current and past MGI Research conferences:

final!agenda! april&19 …€¦ · · 2017-04-18mgi$research$case$study ... monetizing saas...

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