Dr. Natalie’s Research Agenda and Published Research

If you are wondering what I have been up to lately, I thought I would put all the research I have published  into one place. Here’s a list of Dr. Natalie’s completed and published research and soon to be published content! It ranges from IOT, Analytics, Big Data, Customer Experience, Leadership, Organizational Change Management, Storytelling, Collaboration, Digital Transformation, Social Selling, Social Media, the Cloud, Marketing, Sales, SaaS, IaaS, PaaS, DaaS, AI, Machine Learning, Innovation, Social Networks, Social Media Monitoring, Mobile, Customer Service and Customer Success Management….and a few things in-between…

IOT (The Internet of Things), Innovation, AI, Machine Learning, Analytics and the Cloud

• The Algorithm of You: How IoT Transforms and Differentiates Customer Experience: Using the Internet of Things to Boost Revenue and Deliver a Brand’s Personalized Promise

• Digital Disruption: The Blind Spot That Could Sink Your IoT and CX Initiatives

• The Internet of Things Improves Customer Experience in Retail Supply Chain

• The As-a-Service Economy: CX and IOT Mean You Have to Deliver Great Experiences- Upcoming

• Customer Experience IOT in the Automotive Industry-Upcoming


Digital Transformation: Customer Engagement, CRM, Innovation, Customer Experience, Customer Service, The Cloud and Analytics

• ROI Of Customer Service & Customer Experience

• How to Measure Customer Experience: Performance Management Maturity-Upcoming

• Case Study: Elaine Turner® Brand and Oracle Commerce, Marketing and Customer Service-Upcoming

• The Need for Inspiring Leaders to Orchestrate Customer Experience Initiatives-Upcoming

• Experience Management: How to Deliver Integrated Customer Experiences

• How Rackspace Creates the Next-Generation Customer Experience

• The ROI Of Agile Customer Care: Reduce Training and Easy To Add Channels

• Digital Imperatives for Omni-Channel Retail Customer Experiences

• Nine Pillar Of Successful Self-Service for Digital Customer Engagement

• 6 Pillars of e-commerce Customer Engagement

• 9 C’s of Customer Engagement – Delivery and Communication Styles: Channels, Content and Cadence

• 9 C’s of Customer Engagement – People Centric Values: External & Internal Culture, Community, Credibility

• 9 C’s of Customer Engagement – Right Time Drivers: Context, Catalysts, Currency

• How Delta Uses Microsoft Dynamics and Avanade to Create Next-Generation Customer Experiences

• How Microsoft Dynamics CRM Improves Productivity at Trek Bicycle

• Delta Uses Microsoft to Transform Flight Operations and the Customer Experience

• New Belgium Brewing Creates Great Customer Experiences Using Microsoft Dynamics

• Beyond Journey Maps, Delivering Mass Personalization at Scale

• The State of Customer Service and Support Evolves 


Social Media, Customer Service, CRM, Analytics, Innovation and the Cloud

• How General Motors Using Social Media To Listen To Customers and Sell Cars and Deliver Service

• The ROI of Online Communities: Online Communities Provide Value Beyond Call Deflection

• Why Top Marketers Create Branded Social Networks for Customer Engagement

• The State of Customer Service and Support Evolves 

• ROI of Social Customer Service- Upcoming

• The Customer Service Playbook for Integration of Traditional, Digital, Social and Mobile Customer Service Strategies and Technologies-Upcoming

• Mobile Customer Service-Upcoming


Digital Marketing, Analytics, Innovation and the Cloud

• Should the Chief Marketing Officer Oversee the Whole Customer Experience?

• Data-Driven Marketing Campaign Optimization

• VentureBeat: Should the CMO Run the Whole Customer Experience?

• Executive Brief: Can Brands Keep Their Promise?

• Oracle Moves Its Focus from the CIO to the CMO

• How to Staff the Team for Effective Content Marketing

• The State of Marketing 

• Marketing Funnels Are Dead, What’s Next?


Digital and Social Sales; Commerce, Innovation, Analytics and the Cloud

• How Sales Leaders and Sales Reps Can Create a Social Selling Organization: Convert Average Sales Teams into Top Performers Using Social Networks

• Five Approaches to Drive Customer Loyalty in a Digital World

• The Modern Sales Experience

• Continuity of Customer Experiences Drives the Future of Commerce


Customer Success Management, Analytics, Innovation and the Cloud

• The State of Customer Success Management

• Gainsight: Customer Success Management for a Post-Sale, On-Demand, Attention Economy

• ServiceSource: Customer Success Management for a Post-Sale, On-Demand, Attention Economy

• Bluenose: Customer Success Management for a Post-Sale, On-Demand, Attention Economy

• Totango: Customer Success Management for a Post-Sale, On-Demand, Attention Economy


If you are interested in learning about any of these reports or research, a speech or webinar on any of these or related topics, please reach out to me here!

@DrNatalie Petouhoff, VP and Principal Analyst, Constellation Research

Covering Innovative, Customer-Facing Applications that Create Great Customer Experiences








IoT Leadership Forum Helps Customers Digitally Transform Their Business

Is IoT Relevant to Today’s Companies? Today’s enterprises span a spectrum of engagement when it comes to the Internet of Things (IoT). Some are beginning an exploration around IoT, some are actively implementing new capabilities to build for the future and some are well along in their deployments with expansive plans for transforming their business. Wherever an enterprise is with their use of IoT, they can benefit from expert insight to help them accomplish their goals.

How Can Companies Learn About IoT, Cloud Computing and Creating Awesome Customer Experiences? For large enterprise customers with complex environments, IoT implementations bring both challenges and an abundance of opportunities to transform their business. To help customers on their journey, we began hosting the Azure IoT Leadership Forum on our Redmond campus last May. The forum is part of their broader approach to partnering with customers on IoT, and is a great place to both learn from Microsoft experts and hear from other leading companies on how to realize the value of IoT.

Who Attends These Forums? At the second IoT Leadership Forum they  welcomed significant leaders in the IoT space. More than a dozen Azure IoT customers from several industries attended the two-day session to learn from special guests and the executive team. Participants included 3M, Caterpillar, Honeywell, Johnson Controls, Mitsubishi Electric, Rockwell Automation, Rolls Royce, Sandvik, Schlumberger, Schneider Electric, ThyssenKrupp, Weir Group and Grundfos.

What Were The Sessions About? The sessions covered numerous topics but shared a common goal: Helping customers with best practices in making IoT solutions a reality, looking past the hype and learning from right-sized examples. They spoke about the new Azure IoT Suite and how it dramatically accelerates time to value in IoT. Tim Mallalieu described how the Azure Customer Advisory Team (AzureCAT) takes a hands-on approach to helping companies in their IoT journeys and offered best practice advice. There were also expert consultants, including Geoffrey Moore Consulting, The Boston Consulting Group and The York Group. Kurt DelBene who joined the sessions along with other Microsoft execs, all of whom shared insights and lessons learned in IoT.

What is the Most Prevalent Theme in the IoT Forums? Throughout the event, one of the most prevalent themes that emerged was the disruptive role IoT is playing in business already. Whether it is dramatic increases in operational efficiencies, big reductions in costs or enabling entirely new business models, it’s clear that organizations across industries must “disrupt or be disrupted” as IoT technology continues to create new waves of innovation.

Though each customer who participated is in a different phase of its own IoT journey, they all shared a common goal of unlocking new business value through this exciting new technology wave. As entire industries use IoT to transform themselves, they will continue to provide collaborative two-day sessions to arm customers with the best-in-class technology, deep insights and best practices to help them succeed.

Where Can You Learn More? Check out the IoT home page to learn more about Microsoft’s vision and how IoT is already transforming business for their customers.

@DrNatalie Petouhoff, VP and Principal Analyst, Constellation Research
Covering Cloud and IoT That Drive Better Business Results and Awesome Customer Experiences

Doing Something Really Interesting in IOT Customer Experience or Cloud Customer Service? Apply for a SuperNova Award!

The SuperNova Awards honor leaders that demonstrate excellence in the application and adoption of new and emerging technologies. This is the sixth year of the Constellation SuperNova Awards. Are you using IoT to create great, new customer experiences. Has the move to the cloud made your customer service more agile and the customer’s experience much better? If so, let us know. We want to hear your stories of using and developing:

  • IoT
    • IoT and creating awesome Customer Experiences
    • IoT and creating awesome Customer Service (Field Service)
    • IoT, the Customer Experience and its affects on Customer’s and Businesses Security/ Privacy
    • Using IoT to deliver smarter Marketing
  • Cloud
    • Using the Marketing Cloud to Increase Conversion, Targeting, Relevancy…
    • Using Customer Service Cloud to Service Customers Reactively, Proactively and Drive Marketing
    • Using the Customer Experience Cloud To Drive Awesome Customer Experiences
    • Using the Sales Cloud to Grow Win Ratios…

We will be recognizing nine individuals who demonstrate true leadership in digital business through their application of new and emerging technologies. We’re searching for leaders and teams who used disruptive technolgies to transform their organizations. Special recognition will be given to projects that seek to redefine how the enterprise uses technology on a large scale.

Are you really on the leading, bleeding edge? Then we are looking for you! If you are not on the edge, you are taking up too much room! We’re searching for the boldest, most transformative technology projects out there. If you or someone you know has what it takes to compete in the SuperNova Awards, fill out the application here

What’s the Timeline look like? I kinda hate to publish this, because everyone looks at it and thinks- Oh August – I have plenty of time! Don’t kid yourself. It takes time to not only do a great project but also document it! So don’t wait to the last minute… If you are up to something special, start jotting down your project info so you won’t be late with application submission!!! And make sure you have data to show your results!

  • February 8, 2016 application process begins.
  • August 8, 2016 last day for submissions.
  • September 7, 2016 finalists announced and invited to Connected Enterprise.
  • September 12, 2016 voting opens to the public
  • September 21, 2016 polls close
  • October 27, 2016 Winners announced, SuperNova Awards Gala Dinner at Connected Enterprise 

Why bother? There’s lots of Rewards! Besides getting to hang out with me :-) and a ton of other really outstanding and amazing leaders, and get to hear what the top companies in the world are doing, you’ll also get…

Wondering Who Are the Judges?

The judges are technology thought leaders, analysts, and journalists selected for their futurist mindset and ability to separate substance from hype. The SuperNova Award Judges carefully evaluate each SuperNova Award application against a rigorous set of criteria. Judges will identify individuals who demonstrate true leadership in the application and adoption of new and emerging technologies.  Want to catch a judge’s eye? Judges look for projects whose elements can be replicated in other enterprises. Want to know more about the awards and judges? You can learn more about the SuperNova Award Judges.

What Types of Projects or Inititatives Can Be Submitted? Here’s a list of the categories:

  •  Internet of Things – A network of smart objects enables smart services. (examples: sensors, smart ‘things’, device to purchase)
  •  Data to Decisions – Using data to make informed business decisions. (examples: big data, predictive analytics) 
  •  Digital Marketing Transformation – Personalized, data-driven digital marketing. 
  •  Future of Work: Social Business – The technologies enabling teams to work together efficiently. (examples: enterprise social networks, collaboration)
  •  Future of Work: Human Capital Management – Enabling your organization to utilize your workforce as an asset. (examples: talent management)
  •  Matrix Commerce – Commerce responds to changing realities from the supply chain to the storefront. (examples: digital retail, supply chain, payments, omni-channel retail)
  •  Next Generation Customer Experience – Customers in the digital age demand seamless service throughout all lifecycle stages and across all channels. (examples: crm, customer experience)
  •  Safety and Privacy – Strategies to secure sensitive data (examples: digital identity, information security, authentication)
  •  Technology Optimization & Innovation – Innovative methods to balance innovation and IT budgets. (examples: innovation in the cloud, ENSW cost savings, cloud ERP, efficient app production)

Who Won Last Year? I knew you would ask that, so here’s that info below. And they were all outstanding. Let’s see if you can beat what they did last year! We are really looking for the super stars. And you know who you are!

CoIT & The New C-Suite

Martin Brodbeck: CTO, Sterling Backcheck


Data to Decisions

Alda Mizaku: Lead Bus Solutions Analyst, Mercy


Digital Marketing Transformation

Naveen Gunti: Senior Director of e-Commerce Technology and Operations, Tumi Holdings, Inc.


Future of Work – Human Capital Management

Asha Aravindakshan: Operations Director, Global Talent, Ashoka


Future of Work – Social Business

Steve Nava: Senior Director Field Service, Americas, Luminex

*************************************************************Matrix Commerce

Jordan Kivelstadt: CEO, Free Flow Wines


Next Generation Customer Experience

Dan Wallis: Director of KP OnCall, Kaiser Permanente


Technology Optimization & Innovation

Dr. David Bray: Chief Information Officer , Federal Communications Commissions

Erica Stevens: VP of Supply Chain and Information Technology, Dylan’s Candy Bar

So there’s your bar. It’s been set high, but I know you can top it! Go for it! Can’t wait to see you at  SuperNova Awards Gala Dinner at Connected Enterprise!!
@DrNatalie, VP and Principal Analyst, Constellation Research
Covering Customer-facing Applications That Make Amazing Customer Experiences

Nissan Selects Microsoft Azure Cloud to Power Nissan Telematics System

How Do You Meet Customer Experience Expectations in Electric Vehicle’s? Start with the Cloud. Nissan Motor Co. Ltd. and Microsoft Corp.  announced that all Nissan LEAF models and Infiniti models in Europe will have Connect Telematics Systems (CTS) powered by Microsoft Azure. Since the Nissan LEAF’s launch in 2010, more than 200,000 have been sold worldwide, making it the world’s best-selling electric vehicle. Nissan selected Azure to meet customers’ expectations about in-vehicle mobility solutions, create additional ways to interact with their vehicles, and enhance safety.

What Do the Next Generation Of Customers Want In their Cars? Nissan knows. They design cars to meet the needs of the next generation of car buyers, the environmentally conscious “digital natives.” Having transformed the performance, practicality and public perception of EVs around the world since the LEAF’s launch, Nissan remains one of the leaders in EV technology. The connectivity to their owners and to the world around them makes electric cars more attractive and convenient. Maps, range prediction, charging station availability, charge status, plus all the services customers have come to expect when inside a vehicle are dependent on that connectivity. Azure provides a global cloud platform with cutting-edge security that allows Nissan to deliver services worldwide to this broad customer base.

How Does the Cloud and Nissan Work Together To Create Better Customer Experiences? Nissan CTS is coupled to Azure, allowing a remote connection to the vehicle. With CTS, Nissan LEAF drivers can perform a range of functions on their car, while not even inside. These include using mobile phones to turn on and adjust climate controls and set charging functions remotely even when the vehicle is powered down. An onboard timer can also be programmed to start the charging event.

What About The Cloud and Customer Privacy and Security vs Their Customer Experience? As countries and regulations become more stringent on data privacy and technology standards, Nissan and Microsoft are committed to investing in meeting regulatory standards around the globe. Nissan selected Azure because of its enterprise-grade security and compliance. Microsoft was the first major cloud provider to adopt the world’s first international cloud privacy standard, ISO 27018, providing another reason enterprise customers can move with confidence to Azure. Azure supports multiple operating systems, programming languages and tools, providing flexibility and choice for Nissan.

Why Is Voice Control In Cars So Important? With the standard Hands-Free Text Messaging Assistant for all Nissan LEAF around the world, drivers can manage incoming text messages via voice control without taking their hands from the wheel or their eyes off the road. Drivers are alerted to an incoming text and, after initiating the system, can hear the text read out loud and respond by voice, or via the steering wheel switches using preset answers such as “driving, can’t text,” “on my way,” “running late,” “okay.” These experiences are powered by the back-end connectivity and support of Azure.

Nissan can also send over-the-air “point of interest” (POI) updates as they become available, enabling customers to have the latest information as the company continues to refresh its services. Connectivity to Azure allows Nissan to bring new connected features to market faster and offer flexibility for the future.

How Does the Cloud Play in The Data Management Area? The partnership allows Nissan to tap into Microsoft’s deep expertise across critical areas such as data management and analytics. Azure offers Nissan the scale and commitment to security it needs to support its global operations. The expansive global footprint of Microsoft’s datacenters provides the coverage to support Nissan’s vehicles anywhere they are in the world.

Notes from the Executives: Celso Guiotoko, chief information officer and corporate vice president in charge of global corporate IS/IT, Nissan said, “Microsoft Azure will help us deliver a more innovative and intelligent future for our connected technologies. This is also a bold first step toward innovations that will realize future new mobility.”

Nissan’s connected platform powered by Azure is allowing Nissan to continue to provide its customers with exceptional value and add new services throughout the vehicle life cycle.

Peggy Johnson, executive vice president of business development, Microsoft said, “Our partnership with Nissan shows what automakers can accomplish by tapping into Microsoft’s intelligent cloud platform. Further, our collaboration reveals tremendous possibilities for how consumers can get more out of their connected driving experience.


My POV: As we become more accustomed to thinking about the cloud and the conveniences it brings to the automotive industry, something very near and dear to many American’s hearts, we see that the cloud and IoT are really transforming the way we will be traveling in the future, the very near and present future.

@DrNatalie Petouhoff, VP and Principal Analyst, Constellation Research

Covering Cloud and IoT That Drive Better Business Results and Awesome Customer Experiences



Will the Internet of Things Change When the FTC Changes the Internet Into A Public Utility? AT&T and Verizon May File Lawsuits

We in the tech world have been focused on the Internet of Things and how everything is connected or will be. What will be interesting to see is how the Internet of Things may change if the FTC changes the Internet to a Public Utility. The story in Venture Beat talks about the how the FTC,  Federal Communications Commissionchairman Tom Wheeler is going to release a new regulatory approach affecting the Internet. The change is set to be effective Feb 26. The source from Venture Beat suggests that after the Title II reclassification becomes official, AT&T and Verizon will file lawsuits almost immediately.

The reclassification of the Internet as a public utility-like telecommunications service as defined by Title II of the Communications Act of 1934. The Title II reclassification will apply to both wired and wireless broadband.

The bill is sponsored by a several Republicans — Sen. John Thune (R-S.D.) and Rep. Fred Upton (R-Mich.) and has almost no support from congressional Democrats. The Republicans will need a certain critical mass of Democratic support to make the bill progress and to apply pressure on the president to sign it. And from what we’ve seen in Washington D. C. the ability for the two parties to collaborate on anything is pretty iffy.

The reason the FCC was forced to create a new “Open Internet” regulatory plan was because Verizon sued the commission over its legal standing to regulate network neutrality — and won. In the Venture Beat article it said that Hank Hultquist, AT&T’s VP of federal regulatory set the tone for his brand’s positioning on the change in a blog post. He says that AT&T’s position that the broadband service it sells is actually an “information service” and not a telecommunication service as described in Title II. It also says that the FCC simply has no authority to reclassify broadband without first completing a complete study of the existing marketplace. When the FCC has to defend reclassification before an appellate court, it will have to grapple with these and other arguments,” Hultquist wrote.

The reclassification to Title II will give the commission the legal framework and the authority to enforce network neutrality rules on Internet service providers (ISPs) like Verizon, AT&T, and Comcast. The commission will be able to make sure no carrier gives priority to one Internet content provider’s data packets over those from another.

Those that are for the change for a Title II reclassification believe the move is necessary to permit the FCC to collect universal service fees on data service and to implement privacy regulations. The threat of the lawsuits, and prospect of months or years of legal wrangling, is making many people nervous. It will be interesting to see what happens. The Internet of Things has suddenly become the Internet of Controversy. Hopefully it won’t spoil the plans of all the people and tech companies that have built their dreams on the idea of the Internet of Things.

VP and Principal Analyst, Constellation Research