Angie believes that neither a good customer story nor high impact product capability should be kept a secret. As solutions marketing manager, she enjoys molding a great customer use case that showcases benefits realized through Planview's products and solutions to highlight and promote the value of Planview. In her role, she is responsible for helping develop go-to-market strategy and postioning of Planview solutions, sharing her expertise to drive corporate marketing, demand generation, and sales enablement initiatives, delivering product release launches, and supporting customer advocacy and Planview’s analyst program. Fun facts: Angie has a reputation for her PowerPoint magic skills, and in her spare time teaches group fitness classes. Angie is a graduate of the University of Texas at Austin.
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.
Carrie Nauyalis brings her passion, experience, and thought leadership in the product portfolio management industry to her current role as Executive in Residence at Planview. As an EIR, Carrie is collaborating on market research and sharing best practices with Planview prospects and customers. She is an active speaker, MBA guest lecturer, blogger, and vlogger on all things PPM, with warm places in her heart for innovation, calculating ROI, and agile. Carrie spent 19 years with Planview in various positions, including global consulting, product management, and as the solution evangelist for innovation and new product development. Prior to Planview, Carrie held multiple systems engineering positions with Emerson Process. She earned her Bachelor’s degree from Truman State.
Cetiera is the customer marketing specialist with a focus in the portfolio and resource management, product innovation, and capability and technology management solutions. She is currently responsible for supporting sales enablement, demand generation efforts, and customer advocacy and engagement. 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.
Courtney began her career in IT in the mid 90’s and quickly realized the need for someone to figure out what needed to be done before the actual work started. She began pursuing the education and experience needed to achieve her PMP credential which she obtained in 2009. Being a consumer of PPM software and having an entrepreneurial approach to establishing PMOs, Courtney has implemented process and tools for over 15 years. She loves her role leading up the Consulting Services organization at Planview and is responsible for global delivery of Planview’s Innotas and Projectplace products. Courtney has served her PM community by providing pro bono education for aspiring PMPs as well as serving as Chapter President and speaking for other Chapters across the US. She offers mentoring to women in business, IT and project management, both inside her organization as well as on LinkedIn. In her personal time, she enjoys a variety of activities including racing cars and making music. She has a beautiful family with 2 teenage daughters that continue to teach her that life itself is a project! True to its definition, “Project Life” has a finite beginning and end and produces a unique product and result.
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.
Emily Peterson is a Product Marketing Manager for Planview's Lean & Agile Delivery Solution, focusing on helping organizations achieve agility on their terms and timeline. She uses her professional experience in agile marketing 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.
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.
Hayley Eubanks is a Content Marketing Specialist at Planview, leading content creation and strategy for social media and the Planview blog. She graduated from the University of Texas at Austin with a BBA in Marketing with a minor in English.
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
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.
Karoline McLaughlin leads the corporate marketing organization at Planview. Her focus and passion is driving Planview’s work and resource management vision through brand and communications amplification and content creation. Karoline has more than 20 years of global marketing and sales expertise with innovative software and technology companies, including Innography, Convio/Blackbaud, Lifesize, Tivoli Systems/IBM, and Symantec. She holds a bachelor’s degree in business administration from San Jose State University and an MBA from Santa Clara University.
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 brings 19 years of experience in product management, product marketing, and corporate marketing to her role as Solutions Marketing Manager for Planview. Upon joining the company in 2004, Linda led the launch of Planview Enterprise, repositioning the company from a single product to a highly successful multiple product line. Prior to joining Planview, Linda held management positions at Pervasive Software, VTEL Corporation, and Kodak where she led go-to-market initiatives covering new products, product line expansion, and opening new market segments. Linda holds a BS degree in Chemical Engineering from the State University of New York at Buffalo. She has participated in Executive Education programs at the University of Michigan, Wharton School, and University of Texas at Austin.
Liz is a member of the customer marketing team at Planview, where she loves working with customers to tell their stories and share their successes. With more than 15 years’ of marketing/communications experience, Liz passionately believes in voice of the customer, Lean-Agile everything, and proper hyphenation.
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. 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.
Marcus Klein is a director of product management at Planview, focused on delivering innovative, market-leading solutions in Work and Resource Management (WRM). 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."
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.
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.
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.
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.