Please join us October 27th to review FORSITE web application

Since 2012, Fortis Advisors has become a leading provider of professional shareholder representation services, maximizing the value of and minimizing the headaches for the owners of private companies sold in a merger or acquisition.

Because of Fortis’ engagement on hundreds of private M&A deals–including the largest venture-backed acquisition in history–we have unique market data that can’t be found anywhere else. To share that data with the M&A industry, we’ve developed FORSITE, a web application that provides the most current, comprehensive and customizable market data available anywhere. FORSITE brings the market to you – at any time, on any device.

Please attend and help us review their software!!!


At a CX SIG session, an organization presents its product or service for a free Expert Review. The group reviews the customer’s interactions in terms of business goals and target audience profile. The end result is a list of ways to improve the customer experience to increase revenue and reduce cost.

The CX SIG meets at 6:00 pm on the fourth Tuesday of each month at Intuit Inc.


7545 Torrey Santa Fe Road,

San Diego, CA 92129

Please join us September 22nd to Review

Join us to review

DonationMatch is like for events and charitable companies, optimizing how donated goods become promoted prizes in fundraising auctions, raffles, and gift bags.

Please attend and help us review their experience!

At a CX SIG session, an organization presents its product or service for a free Expert Review. The group reviews the customer’s interactions in terms of business goals and target audience profile. The end result is a list of ways to improve the customer experience to increase revenue and reduce cost.

The CX SIG meets at 6:00 pm on the fourth Tuesday of each month at Intuit Inc.

7545 Torrey Santa Fe Road,
San Diego, CA 92129

Please join us July 28th to Review MOGL Facebook Landing Pages

Please join us to review two Mobile-First Landing Pages.

Mogl and Facebook are running cobranded ads on Facebook to get people to sign up for MOGL’s restaurant rewards program.  They run ads that go to a landing page. They would love to get feedback on the landing page to help them get an insight into why people would signup or not, to help increase conversions.

Business objective: 
Customer Acquisition – to gain new Mogl users (strictly defined by providing both an email address AND credit card number) through Facebook advertising.

Target audience:
Facebook users ages 18-24, on mobile device, who like Jack in the Box or any similar fast food restaurant.

What Mogl does: 
Mogl is a restaurant loyalty app. Users sign up free and earn rewards directly to their credit or debit card at their favorite restaurants without the hassle of coupons or loyalty cards. With Mogl you can choose to earn up to 30% cash back, donate to a fundraiser, or earn points for airlines, hotels, etc. You just link any debit or credit card, use it to pay at 1000s of participating restaurants, and instantly earn rewards of your choice discreetly.

Please join us Tuesday, April 28th to review Crystal Pointe Media’s website experience

Crystal Pointe Media helps authors self-publish. The company was founded by Laura Van Tyne and Tina Erwin, who wanted to self-publish one of Tina’s books and, using what they learned, they now assist other authors to reach their publishing dreams.

The publishing industry has changed a lot since the inception of e-books. Not long ago, if you wanted to publish a book, you would have to find an agent who would then solicit your work to publishers. Publishers tend not to talk directly to authors – especially “first timers” or “unknowns.” Even with the help of an agent, it can take years to find a publishing house that will work with you (if at all). Even then publishers frequently still take a year or more to bring your book to market and offer you a mere 10% royalty.

In this new era, you can bypass the agent and the publisher, yet still retain all of your own rights and royalties. While this sounds easy enough, it places the burden of being your own agent and publisher on you. This is where CPM can help.

CPM’s goal is to assist authors to self-publish in all venues by formatting and uploading their book, giving them access to cover designers and editors, and keeping it affordable! Authors choose which services they need from CPM to achieve their publishing objectives. Crystal Pointe Media is a fee based service and does not receive any author royalties.

For this review, we will be looking at Crystal Pointe Media’s website to help them optimize the experience for an author interested in their a la carte services. Their target customers are business people, teachers, and public speakers who want to further their careers.

Please join us Tuesday, March 24th to review FieldLogix’s mobile experience

FieldLogix was founded in 2002 and provides a fleet management solution for companies throughout North America.  The core solution consists of a “black box” that is installed in a company vehicle, which tracks the vehicle’s whereabouts constantly throughout the day.  The fleet users log into web and mobile apps to view where their vehicles are, what their techs are doing, and how the vehicles are being operated.  In addition, the fleet users build and optimize routes to be dispatched to in vehicle navigation devices.

Beginning in 2014, FieldLogix decided to extend its offering to smartphones.  It has built a smartphone application that can receive optimized routes for the technicians.  This new product is called “GO” and it serves as a tool for the dispatchers to build, optimize, and dispatch routes to mobile employees.  The drivers can update their status in the application as they complete their days and the dispatcher can view the current statuses in real-time in the web application.    The “GO” solution is available for $14.95 per user per month.

The company also plans to extend its feature set through this new platform that offers much more flexibility than

the legacy navigation devices.

FieldLogix Objectives:

  • Achieve increased scale by reducing the need for an extensive sales force.
  • Reduce geographic constraints due to the need to export hardware.
  • Win adoption by lower level employees (dispatchers & field techs) before management.
  • Generate significant revenue

Target Audience:

Dispatchers & fleet drivers

Global Study of High Performance Product Teams

For the past three years Actuation Consulting, along with a wide array of sponsors and industry associations, has conducted a global study of product team performance. The findings from our annual study are published in a free white paper available to all. We then hit the road doing podcasts, webcasts, live presentations and video interviews from August to February. The findings of our study are widely cited and incorporated into books and publications.

Our Sponsors

As we kick-off the fourth year of the study I want to take a second and acknowledge this year’s gold level sponsors without whom our efforts would not be possible.

Project Connections provides resources to help project managers, teams, functional groups and organizational leaders drive results whether it is strongly kick-starting a project, improving cross-functional collaboration, providing training and support, or implementing best practices.


Sensor Six is a leader in helping organizations prioritize product ideas based upon data, enabling roadmap creation and tracking progress in real-time.

The Authors

Part of what makes this study so unique is that it enjoys such wide support. For instance, the five contributing authors each represent a particular functional point of view.


Greg Geracie, President of Actuation Consulting, represents the product management perspective

David Heidt, Principal of Enterprise Agility and former IIBA Chicagoland chapter president, represents the business analyst community

Matt Jackson, President of Jackson Consulting, represents the voice of the project management community


Ron Lichty, Principal of Ron Lichty Consulting and co-author of Managing the Unmanageable, represents the engineering community


Sean Van Tyne, co-author of the Customer Experience Revolution, represents the user experience community

Our Promotional Partners

We also enjoy the support of a wide array of industry associations and organizations who help to distribute the survey link and provide a platform for us to communicate the findings to executives and product team members world-wide. This year’s list includes:

The Boston Product Management Association (BPMA)

The Chicago Product Management Association (ChiPMA)

Orange County Product Managers (OCPM)

The IIBA Chicagoland

The Product Development and Management Association (PDMA Chicago)

The American Society for the Advancement of Project Management (asapm/IPMA USA)

Engineering Leadership Meetup Group in the San Francisco Bay Area

Silicon Valley Code Camp

The Software and Information Industry Association (SIIA)

The Output of Our Research Into Product Teams

Each year we ask a standard set of questions that enables us to closely monitor industry trends including product development methodology adoption rates, how product teams perceive the effectiveness of their performance, and a wide range of other topics. Additionally, we have devised a new set of questions based upon what we have learned from previous studies and what we are witnessing in the marketplace in real-time.

If you are interested in seeing last year’s study – to get a sense of the output of our market research – you can download the 2014 study here.

For those of you who don’t enjoy reading white papers (we know you are out there!) there are four pages of infographics summarizing key data points that are very Twitter friendly. You can access them by clicking on this link.

Want to know how your product team(s) compares to others in our database? We have free online assessments you can take which benchmark your team against others in our database so you can see where you stand. There is one for product team members and another for executives.

This year’s new questions focus on user experience trends and reporting relationships, the impact an improving economy is having on product team turnover, backlog ownership and much more. We would love hear your thoughts on these subjects. You can add your voice to hundreds of others by clicking on this link. The survey takes six minutes to fill out and it’s very user friendly. All responses are anonymous. There is an option to self-identify if you decide you would like to participate in future studies or be the first to receive this year’s white paper.

If you provide us with your contact information you will be entered into our random drawing for a new IPad Mini!

We want to hear from you! Your perspective matters.


Authors NoteIf you are interested in sponsoring future studies or learning more about this year’s study you can contact us here.

Join us Tuesday, February 24th when presents its Whova app for professionals meeting other professionals

Whova mobile app brings big data analytics to help event organizers build successful events and attendees network efficiently with each other. It is used for networking in many business conferences/expos, networking events, corporate and community events. The Whova app provides smart profiles of all the event attendees and discovers the people you might be interested to meet automatically.

Beyond that, you can also scan the business cards of the people you meet at the events and manage their smart profiles with deep information on the whole Internet. Objectives:

  • Develop brand awareness
  • Showcase our products as well as the value our products bring to the consumers

Target Audience:

  • Professionals who receive business cards in meetings or events
  • People who attend business events or conferences


Name: John
Age: 30
Marital Status: Single
Occupation: Small business owner
Education: Bachelor’s Degree

Background: Daniel is a successful young professional who’s always on the go – meeting prospective clients, networking with different professionals at events or meetups etc. He meets with new people either in the personal meetings or big events. When he’s back home he’s got a deck of business cards from the people he met. He has heard good things about Whova from his friends and with an app store search for Whova. He downloaded the Whova app.

Task: Scan business cards received in a meeting


Name: Ria
Age: 40
Occupation: Sales/Marketing professional
Education: Master’s Degree

Background: As a sales and marketing professional, Dana attends lots of conferences and events to showcase the products for her company at the vendor table or booth during the events. There are lots of visitors who check out the products and leave their business cards at the desk. Some of the people are interested in the product and could become their customers down the road. Dana wants to efficiently collect and organize all the visitors’ information and follow up with to build a business channel with them. She found Whova app from google search and downloaded the app to manage all the leads from the event.


  • Scan business cards received from an event
  • Request e-business cards from the people in the same event

Join us Tuesday, January 27th when presents their new responsive e-commerce site.

Founded in 1998, OtterBox has evolved into the No. 1-selling case for smartphones in the U.S. and a global leader in mobile device protection. offers consumers a diverse lineup of protective solutions for handheld technology. In 2014, went through a complete site redesign, moving to a responsive platform. The Otterbox team will present a consumer journey of purchasing a case on the new site Objectives:
• Develop brand awareness
• Showcase our products as well as the value our products bring to the consumer
• Generate revenue
Target Audience:
Smartphone owners who want rugged protection with a name they can trust (style and functionality are becoming increasingly important as part of the brand).
Name: Daniel
Age: 24
Marital Status: Single
Occupation: Real Estate Agent
Education: Bachelor’s Degree
Daniel is a successful young professional who’s always on the go – meeting prospective clients, attending open houses, scouting properties, etc. His smartphone is his secretary at work, and with a recent upgrade to an iPhone 6, Daniel is looking for a case that offers protection and durability that can protect his important work asset. He has heard good things about Otterbox from his friends and with a google search for Otterbox, he landed on
Purchase a protective and durable case for iPhone 6
Name: Dana
Age: 37
Marital Status: Married with 2 kids, age 2 and 5
Occupation: Marketing Manager
Education: Master’s Degree
Dana has two full time jobs, as a marketing manger and as a mom of two. She enjoys recording and capturing life’s moments and milestones of her two young kids with her smartphone, and sharing those pictures and videos with family and friends. She recently received a Galaxy S5 as Christmas gift from her husband, and is looking for a case that is kid-proof and stylish. With a google search for Galaxy Cases, Dana clicked on the first link and landed on the Galaxy category page on
Purchase a kid-proof and stylish case for Galaxy S5

ProductCamp SoCal 2014: Saturday, November 15 in Anaheim

ProductCamp SoCal is a free, user-driven, collaborative “unconference” for product managers and marketers in Southern California. A one-day gathering of product and marketing professionals, to share, present, network, learn, explore and discuss.


Discover best practices from many industries on state-of-the-art ways to build world-class products. G+


Exchange knowledge and insights with fellow Marketing and Product professionals. Twitter


Meet with fellow thought leaders for ideas and solutions to your daily challenges.Facebook

What’s Great About ProductCamp?

Put simply, ProductCamp is a bunch of smart, passionate people coming together to learn from, share with, and connect with professionals involved in product management, marketing and development throughout Southern California, and visitors from around the world. At ProductCamp everyone participates: by presenting, engaging in discussions or volunteering to help with logistics.

Everyone interested in improving their ability to conceive, build, manage, and market brands or products is welcome. Everyone brings different experiences and leveraging that collective knowledge is what makes ProductCamp special – and something you can’t get from any other gathering.


Register here now. It’s FREE. A free t-shirt and gift bag will be provided to the first 300 people to check in at the event.

Join us on Tuesday, October 28, at Intuit to provide feedback for the’s online self-service platform experience is an online self-service platform streamlining how products reach local charitable events and target audiences. Since their presentation last year, the team has developed automated tools for filtering and approving in-kind donation requests received by companies, reducing handling time to zero while connecting their clients’ goods and gift certificates with more relevant audiences than ever. They would like to solicit feedback on this new feature of their system.

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