As Planview LeanKit's Product Manager, Alex enjoys simplifying the complex for prospects and customers. With hands-on experience implementing Lean and Agile across organizations and a passion for surfacing data, Alex is a champion for continuous improvement, eating elephants one bite at a time. Vanderbilt alum; dog lover; bourbon nerd.
Angie Parsons is responsible for driving go-to-market strategy, positioning, and operationalization of the Project Portfolio Management solution at Planview, leading a global cross-functional Agile Go-to-market team comprised of product marketing, demand generation, content strategy, and sales development. Additionally, Angie supports customer advocacy and events, as well as Planview’s analyst program. Fun facts: Angie enjoys sharing her joy of PowerPoint for creative storytelling, and in her spare time also teaches group fitness classes. Angie is a graduate of the University of Texas at Austin, Texas, USA.
Anna Li is the Event Marketing Manager at Planview, with experience planning, developing and implementing event strategies to increase market share, brand recognition and customer loyalty. Closely aligned with sales, Anna attends and executes various trade shows, conferences and expos to position products and solutions within various industries throughout the U.S. and Canada.
Brook Appelbaum is the Director of Product Marketing for Planview’s Lean and Agile Delivery Solution. With nearly 20 years of marketing experience, Brook has led many different product and digital marketing teams. However, her favorite leadership role is that of a Product Owner. As part of an Agile marketing team inside Planview, Brook drives the campaign and product marketing strategy for the Lean and Agile Delivery Solution. And she thinks LeanKit is the coolest.
Cameron van Orman is executive vice president, chief marketing officer, responsible for all aspects of Planview’s global marketing, digital demand generation, and customer marketing. Cameron has more than 20 years of enterprise leadership experience driving transformational change, business agility, and market growth. Prior to joining Planview in 2019, Cameron held senior marketing positions at CA Technologies (now Broadcom), where he was instrumental in the integration of Rally into the CA portfolio and he championed the internal Agile transformation of the CA marketing organization. Cameron also has served in strategic marketing, sales, and operations roles at BlueArc, Pillar Data Systems, Sun Microsystems, and StorageTek. He has a bachelor’s degree in economics and math from Dartmouth College and an MBA from the Kellogg School of Management at Northwestern University, and is on the board of the Children’s Diabetes Foundation.
Carina Hatfield always has a plan. Throughout the years, she has improved her ability to respond and re-prioritize for new ideas and unplanned events. She followed her original plan of becoming a CPA going into budgeting, forecasting, and strategic planning until a new idea was prioritized and she took on the opportunity to join Planview. After six years of implementing Planview Enterprise to help organizations improve their strategic, forecasting, and planning processes, Carina has taken that experience and applied it to her role in Product Management.
Cetiera Carmona is a customer marketing manager at Planview, Inc. In this role she leads the company’s customer marketing retention efforts, working very closely with customer success teams. She is responsible for creating, implementing, analyzing and constantly improving robust multi-channel customer retention campaigns and programs that help increase engagement with our user base, improve usage and adoption of our products, and reduce churn. In addition to managing the Planview Customer Community, Cetiera is on the Planview Horizons Customer Conference committee. She is passionate about engaging and building relationships with customers. She graduated from the University of Texas at San Antonio.
David Blumhorst is Director of Product Management at Planview, where he oversees the Professional Services Automation go to market strategy and the Changepoint SA product. David is an experienced technology executive that has served in a variety of roles throughout his career. These include running products and working with Marketing on GTM efforts, as well as serving as VP of professional services organizations. Earlier in his career, David managed and consulted for PMO departments at Fortune 1000 companies, served as CIO at mid-size companies, and managed Finance at startups through mid-market firms. David has made a career out of combining his business and technology experience to create high-tech solutions to business problems.
R. David Hofferberth, P.E., Founder and Managing Director at Service Performance Insight (SPI), has championed solutions for the professional services sector for over a decade. In addition to providing guidance for hundreds of Independent Software Vendor (ISVs) clients over the years, our ongoing work with business and technology media enables our clients to remain informed and in front of the buying public. Hofferberth regularly consults with Professional Services Organizations and financial institutions. Service Performance Insight (SPI) is a global research, consulting and training organization dedicated to helping professional service organizations (PSOs) make quantum improvements in productivity and profit.
With 30+ years in the project portfolio management field and an emphasis on strategic planning, Debra is a key thought leader who will help customers drive their enterprise strategic planning and delivery of investments to become a strategic planning powerhouse with a touch of organizational change management.
Dominique loves data. As product manager, she uses quantitative data, along with user experience to inform product decisions. She knows she does not know everything, but trusts she will learn just enough to be useful. With 10 years of experience in the Enterprise Architecture space, Dominique has seen many trends in this market. She applies this knowledge, along with unrelenting detail and her astute listening ear, to uncover product opportunities. Dominique is a graduate of The University of Texas at Austin.
Doug Williams is an Innovation Consultant at Planview who provides strategic guidance and implementation services to innovation leaders at some of Planview Spigit’s most respected Fortune 500 customers. He designs programs to raise innovation competency throughout the company while delivering measurable business outcomes and increasing employee engagement. Prior to joining Spigit 4.5 years ago, Doug was an analyst at Forrester Research where he launched and led Forrester’s coverage of open innovation and co-creation, with a focus on how technology enables collaboration among diverse groups. He also served as Chief Research Officer at Innovation Excellence .
Emily Peterson is a Demand Gen Manager for Planview's Enterprise Agile Planning Solution, focusing on helping organizations achieve agility on their terms and timeline. She uses her professional experience in Agile marketing (as the RTE) to leverage new ways of working across the organization, connecting all parts of the business to the overall goals of the organization.
Esther Porter-Quinn is the Field Marketing Manager for Northern Europe at Planview. She is an accomplished marketing professional in both B2B/B2C across the Technology, Media, Finance, and Professional Services sectors. She has extensive experience in marketing strategy, planning, developing brand awareness, and communications in an international environment.
Gage is a senior product marketer leading the go-to-market efforts for Planview's Professional Services Automation solution. Prior to joining Planview, he led go-to-market efforts for several small to Fortune 100 software and professional services organizations. Driven to see services organizations mature and improve client experiences, he combines nearly 10 years of marketing experience across branding, content creation, digital marketing, and product marketing to deliver meaningful resources to help organizations on their maturity journey.
Greg has been managing the Changepoint Product Management roadmap and strategy for the last 18 years, working as both a SME and Consultant for Planview's Professional Services Automation Solution, partnering with GTM teams and customers in pursuing their desired business outcomes for critical success. Greg's professional career includes management capacity roles in IT, Digital Location Mapping, and Digital Print technologies industries
Greg Gilmore is the chief executive officer of Planview, and has been the driving force behind its market leadership for the past two decades. Responsible for the operating strategies and integration of strategic acquisitions designed to expand the company’s global presence, bringing innovative products to market, and enhancing customer service, Greg has shepherded the company through its many phases of growth.
Heather Westmoreland is a graduate of the University of North Carolina at Charlotte and has led application design and development throughout her career. As a Product Marketing Manager, Heather uses her creativity with a focus on user experience to expand the usability and understanding of Planview's Enterprise One strategic capabilities. Before spending six years with Planview in consulting and product management, she was an active customer for 10 years. Heather applies her customer-first mindset to uncover product opportunities and drive innovation within the solutions-marketing side of Planview Enterprise One.
James has over 12+ years of marketing expertise, starting in College Sports and then moving to the Software sector to manage Customer Advocacy Programs within Apttus, Clarizen and now Planview. He is passionate about customer story-telling and strengthening customer connections, bringing a data & process-driven approach to everything eh does. James also manages Customer Advocacy Programs in a way that helps both the clients' & the vendor's reach their goals, positioning themselves as market-leaders and innovators.
In the span of his 20 year career in the technology space, Jason’s experience has run the gamut from roles in Fortune 1000 companies all the way to the “four dudes, a dog and a garage” level of startups. Jason isn’t just a spokesperson for project collaboration and the notion of “virtual teams”, he lived it in true fashion having run a software development group in Romania from his bedroom desk in Austin. He now works with several multi-faceted virtual teams that span between Austin, Stockholm and Bangalore in his current role at Planview, where he helps companies large and small to overcome the challenges they face with the ever-changing nature of collaborative projects. Twitter: @JMProjCollab
Jeff Yeager is a Content Strategist with Planview supporting the Product Portfolio Management Solution. A storyteller at heart, he has over a decade of content marketing experience with various software companies spanning industries from publishing to healthcare to AI. With a knack for distilling highly technical topics into easily consumable narratives, he is grateful for the opportunity to help elevate the Planview platform and spread its message about the benefits of connected work.
Jim Ewel is one of the leading voices on Agile marketing. He co-organized the first meeting of Agile marketers and co-authored the Agile Marketing Manifesto. Since 2010, he has helped over 70 organizations adopt Agile to their marketing practice using the approach in his best-selling book, The Six Disciplines of Agile Marketing. Today, his blog is one of the most trusted sources on Agile. Ewel runs an Agile marketing consultancy, where he helps organizations adopt Agile marketing.
Jon Terry is Chief Evangelist, Lean-Agile Strategy for Planview, a market leading provider of portfolio management, agile management, collaboration, and ideation software. Before that Jon was co-CEO and co-founder of LeanKit, which pioneered the application of Kanban in knowledge work. Prior to that, Jon held a number of senior IT positions with hospital-giant HCA and its logistics subsidiary, HealthTrust Purchasing Group. He was among those responsible for launching HCA’s adoption of Lean-Agile methods.
Josh is a Senior Product Marketing Manager on Planview’s Enterprise Agile Planning solutions team. Drawing from his experience working alongside numerous Agile software development teams, he is a subject matter expert on Agile practices and the benefits of aligning people, processes, and tools to promote organizational agility. Since joining Planview, he’s had the pleasure of putting agile practices and lean principles to the test in his own work as a marketer.
Kasey is a Business Operations Manager at Planview with a proven track record in data analytics and process optimization. Dallas born and raised, she started her Planview career as a Proposal Analyst before working her way up to Business Operations Manager, taking on the responsibilities of commission, sales orders to process, quotes, and managing the RFP team. She now lives in Austin with her yorki poo, Roxy.
Leyna O’Quinn is a Certified Scrum Master and Certified SAFe Agilist. She has been managing the Planview blog strategy for more than 7 years. She writes about portfolio and resource management, Lean and Agile delivery, project collaboration, innovation management, and enterprise architecture. She has more than 15 years of experience writing about technology, industry trends, and best practices. She earned a Bachelor of Science in Business with a concentration in Marketing.
Linda Roach champions solutions marketing at Planview, partnering with customers to articulate their business challenges and to quantify the value of implementing change. Linda leads Planview's agile go-to-market team for portfolio and resource management. During her tenure, Linda has helped drive Planview's market advancement and significant growth through marketing leadership roles. Previously, Linda held positions at Pervasive Software, VTEL, and Kodak where she led go-to-market initiatives for new products and product line expansion. Linda holds a BS degree in Chemical Engineering from SUNY Buffalo.
Liz is a content strategist at Planview. She worked at LeanKit prior to the company being acquired by Planview. With more than 7 years’ of Agile experience, Liz passionately believes in the transformative power that practicing Lean-Kanban principles can have on teams and organizations.
With more than 20 years of experience in all facets of bringing technology products to market, Louise leads the product management and solutions marketing teams for Planview, responsible for product strategy, positioning and roadmap for all three of Planview’s product lines. She is also a proud sponsor of Women at Planview, an initiative that champions diversity in the workplace and the community. Louise joined Planview from Quickarrow, where, as Vice President of Product Strategy, her efforts drove the company from self-funded startup to consistently profitable. Prior to this, she held leadership positions with companies including Tivoli Systems, an IBM company, and NetQoS. Louise received her BS in Business Administration from Trinity University, and her MBA from The University of Texas at Austin.
Marc is a Product Marketing Manager for Planview’s Work Management solutions, which help teams visualize, prioritize and collaborate to deliver their most important work fast. Marc is committed to engaging with customers through collaborative customer forums and interactive use case discussions with the goal of improving the overall customer experience. He graduated from the University of Texas at Austin and enjoys swimming the lakes of Austin and reading by the pool.
Marcus Klein is a director of product management at Planview, focused on delivering innovative, market-leading solutions across Portfolio and Work Management. He collaborates daily with customers and prospects, and incorporates industry trends and market conditions to shape and lead product direction, develop offerings, and define functional solutions. Marcus' focus and key areas of expertise include connecting portfolio management with agile and collaborative solutions (including both Projectplace and LeanKit), analytics and reporting, LeanKit, and the Lean and Agile delivery solution. In prior roles, Marcus lead the Planview Enterprise and Troux product lines, as well as bringing portfolio convergence to life with the launch Planview Enterprise One.
Maria Harper is a demand generation specialist at Planview focusing on PPM solutions and French and German marketing. She is passionate about data-driven marketing and enjoys applying analytical insights to creative messaging in order maximize marketing potential. She graduated from the University of Missouri with bachelor degrees in German and Journalism.
Maura Melis is a demand generation specialist at Planview, focusing on product portfolio management solutions. She graduated from the University of Texas at Austin with a BBA concentrated in marketing with a minor in advertising.
Meredithe Grigsby is a Product Marketing Specialist for Planview's Lean & Agile Delivery solution, which helps organizations to plan, track, and deliver their work, no matter where they are in their Agile transformation. Her experience in Agile Product Marketing and curiosity for process improvement pushes her to ask every day "How can we do this better?" In the changing world of work, she believes in enabling our customers to make the most effective use of their work day and live by the words "Work hard. Play hard."
Dr. Mik Kersten started his career as a Research Scientist at Xerox PARC where he created the first aspect-oriented development environment. He then pioneered the integration of development tools with Agile and DevOps as part of his Computer Science PhD at the University of British Columbia. Founding Tasktop out of that research, Mik has written over one million lines of open source code that are still in use today, and he has brought seven successful open-source and commercial products to market. Mik’s experiences working with some of the largest digital transformations in the world has led him to identify the critical disconnect between business leaders and technologists. Since then, Mik has been working on creating new tools and a new framework - the Flow Framework™ - for connecting software value stream networks and enabling the shift from project to product. Mik lives with his family in Vancouver, Canada, and travels globally, sharing his vision for transforming how software is built, and is the author of Project To Product, a book that helps IT organizations survive and thrive in the Age of Software.
Mike Smith is a Practice Lead for Evolve Advisory Services at Planview, where he collaborates with customers to optimize their current strategy, process, and change management to drive successful business outcomes. Mike is an experienced technology executive with 25+ years of expertise in Professional Services Leadership, Work Management, and Professional Services Automation (with an emphasis on embedded services organizations and traditional consultancies).
Naomi Lurie is VP Product Marketing at Tasktop. She is passionate about making businesses successful through effective customer-centric communication. With over 15 years of B2B product management and marketing experience, she specializes in large enterprises and their digital transformations.
Neelan is president and COO of Tasktop, where he manages all go-to-market aspects of the company, and guides the company’s mission to connect the world of software delivery. He also serves as a mentor at the Capital Factory, as a director of the non-profit, TechGirlz, and as an advisor to several startups around the world. He has extensive technology management experience, serving as the COO of Lexcycle (acquired by Amazon), COO of SpringSource (acquired by VMware), and President of SolarMetric (acquired by BEA Systems). Choksi has also managed to wear an Aloha shirt every Friday for the past 8 years.
Nicola McCoy has over 20 years experience working within information security, enterprise architecture, global technology, and enterprise software roles. She has deep experience in helping organisations to understand operational resilience, information security, and how to manage risk within a connected enterprise, while communicating their current risk posture to senior (C-level) stakeholders. Nicola works with many of our customers to implement solutions that support recording, reporting and analyzing risk across the enterprise. Prior to working for Planview, Nicola was a key member of the Global IT Security and Global IT functions within PricewaterhouseCoopers where she was a thought leader in information security policy, strategy, and standards.
Nicole Bryan is the Vice President of Product Management at Tasktop. She has more than 17 years of experience in software and product development, focused primarily on bringing data visualization/infographics and human factors considerations to the forefront of Application Lifecycle Management. Most recently, she served as director of product management at Borland Software/Micro Focus, where she was responsible for creating a new Agile development management tool. Bryan is passionate about improving how software is created and delivered – making the experience enjoyable, fun and yes, even delightful.
Patrick is Senior Content Manager at Tasktop and oversees the company's content and thought leadership programs. Outside the office, you’ll find him reading, writing, slapping some bass (poorly), rambling in nature and following his English football (soccer) team, West Ham United.
Patrick Tickle is responsible for the company’s Products organization and leads the Planview team that continues to deliver the most innovative portfolio management solutions to the marketplace. Patrick brings over 20 years of experience in product management, product development, and marketing across a wide range of technology solutions. Prior to joining Planview, Patrick served as Vice President of Marketing and Product Management of ITM Software where he executed category development and product definition. He has also held a variety of product management and marketing positions at Terraspring, Inc. (an enterprise software company acquired by Sun Microsystems), MIPS, and Silicon Graphics. He has a BS in Electrical Engineering from the University of Notre Dame and an MBA from the University of North Carolina.
Paul is a 10+ year veteran in Planview Analytics and Reporting, and has been an integral part of Planview's investment in harnessing the power of data for customers. Paul leverages this experience as Product Manager for analytics and reporting, providing BI vision and guidance across the Planview products.
Paula has been with Planview for 11 years, focusing on Pipeline Development while overseeing the Enterprise SDR Team, Enterprise Sales Enablement, Enterprise Operations, Enterprise Demand Generation Marketing, and multiple other roles and responsibilities. Throughout her 20 plus years in Technology Sales, Paula is most passionate about helping young people start their sales career and blossoming into highly effective sales reps selling value to our customers and prospects. She started the first Intern Program 7 years ago and piloted the first Early In Career program.
Ryan Brant is a Field Marketing Specialist at Planview. Born and raised in South Texas, he started his career at Planview in 2018 as a Sales Development Representative before working his way to the Demand Generation team. He remains closely aligned with sales and is responsible for developing highly targeted, multi-channel marketing programs that help new and existing customers understand how to best use Planview's tools and resources.
Sarah Baker is the Content Strategist for Planview's Professional Services Automation Solution. She brings over 4+ years of expertise in both local and global branding with her most recent experience in scaling content strategy and development for teams in the U.S, China, and Philippines. She is passionate about all things marketing and is excited to dive into the incredible world of PSA software solutions at Planview!
Scott Hardey is Executive Vice President of Customer Service at Planview, an award-winning team providing implementation, support, consulting services, and education to Planview customers and partners. Under his leadership, Planview has gained a reputation as one of the most customer-focused and responsive software companies in the industry.
Scott Townsend has worked closely with customers at Planview for more than 14 years. After spending 6 years on the consulting side of Planview, he took this customer-driven focus to the Product Management group where he drives innovation to enhance the execution side of Planview Enterprise One. Scott holds a Bachelor of Science in Systems Engineering from The University of Virginia and an MBA from The University of Texas.
Sherrill is a Senior Product Manager for PPM Pro. She manages the product Roadmap and new feature requirements and design, working closely with customers for feedback and validation, and running the PPM Pro customer inner circle program. Sherrill has over 25 years of experience in requirements analysis, user interface design, and evaluation, focused on promoting customer success and ease of use. She holds a Ph.D. in Industrial Engineering with a major in Human Factors/Human-Computer Interaction from Texas A&M University.
Shlok Vaidya is the Senior Product Manager on the Innotas team at Planview. He has a decade of experience achieving big product outcomes across a variety of industries, including turning around a 100-year-old-company, building a successful mobile startup, and working with spies and generals on information operations. In 2011 he was named one of the top 100 technology entrepreneurs in New Orleans and Shlok’s insight has been published in TechCrunch, The New York Observer, PandoDaily, the Weekly Standard, Calgary Herald, the International Relations and Security Network, the Small Wars Journal, and the Post Carbon Institute.
Som Chakravarty works with Planview as a Product Manager responsible for present and future developments of Projectplace. He’s a Design and AI advocate at Planview who believes that software products ought to be simple yet powerful so that they serve you from the background being almost invisible. Recently he has been working with the initiative of exploring the role of assistive technologies and agents in the enterprise software world and how it could bring transformative changes about how people use software for collaborative work. Som has a Masters in Human Computer Interaction from Carnegie Mellon University, Pittsburgh and has been designing software products for more than a decade. When not at his computer, Som could be found perched on a mountain top or riding a motorcycle.
Steve Maisel works with the Corporate Marketing team as a Content Marketing Manager. He develops content for the Planview’s solutions: Portfolio and Resource Management, Product Portfolio Management, Lean and Agile Delivery, Enterprise Architecture, Collaborative Work Management, Strategic Planning, and Innovation Management. Steve leverages his strong organizational skills to work by updating Planview’s Marketing Content Repository. Steve was previously part of the Planview Customer Experience team as the Projectplace Technical Writer. Before Planview, Steve worked in Customer Support, Education Sales, and Product Marketing for Apple. He earned a Bachelor of Science degree in Business Administration with a concentration in Marketing.
Steve Wolfe serves as an Enterprise Agile Coach at Planview. Steve's unique blend of experience and expertise in marketing, business operations, software development, and product management has enabled the successful adoption of Agile practices at a number of leading companies spanning multiple disciplines and value streams.
Swetha works in Marketing as a member of the Demand Generation team specializing in Account Based Marketing. She believes that every prospect and customer has challenges unique to their roles, responsibilities, and processes, which we can creatively enable them to overcome. What Swetha loves about working at Planview is the collaboration between teams to make sure Planview prospects and customers feel empowered with our tools and solutions that make these challenges seem more like opportunities.
Zach is a senior product manager for Planview PPM Pro and Planview Projectplace. He has managed teams across three continents at Planview and largely focuses on driving innovation for mid-market project management and PPM. He led one of the largest releases in Projectplace’s 20-year history and continues to grow and support its global user base.