Services for Organizations

Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection

Consulting & Strategy Sessions

Ventana On Demand

    Services for Investment Firms

    We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

    Consulting & Strategy Sessions

    Ventana On Demand

      Services for Technology Vendors

      We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

      Analyst Relations

      Demand Generation

      Product Marketing

      Market Coverage

      Request a Briefing


        Our Team

        Meet the Team

        At Ventana Research, we believe the right people make the difference. At its core, the Ventana eXperience is built and fulfilled by our dedicated team members. From Client Success and Sales to our Analysts and support teams, every person at Ventana Research strives to help our clients succeed.

        LEADERSHIP TEAM   ANALYST TEAM

         CLIENT SUCCESS TEAM   PRODUCTS TEAM   MARKETING TEAM   FINANCE & REVENUE TEAM

        Leadership Team

        Providing the direction and the vision

        Marisela Lewis

        Executive Director, Client Experience

        Mark Smith

        Partner, Head of Software Research

        Dana Billingsley

        Executive Director, Finance

        Robert D. Kugel, CFA

        Executive Director, Business Research

        David Menninger

        Executive Director, Technology Research

        Stacey Durden

        Director, Marketing

        The Analyst Leadership Team

        The subject matter practice leaders

        Mark Smith

        Partner, Head of Software Research

        Robert D. Kugel, CFA

        Executive Director, Business Research

        David Menninger

        Executive Director, Technology Research

        Keith Dawson

        Director of Research, Customer Experience

        Matt Aslett

        Director of Research, Analytics and Data

        Stephen Hurrell

        Director of Research, Office of Revenue

        Jeff Orr

        Director of Research, Digital Technology

        Matthew Brown

        Director of Research, Human Capital Management

        Research Analysts

        Hayden Christie

        Research Analyst, Business Research

        Mawish Rahman

        Research Analyst, Technology Research

        Client Success Team

        Marisela Lewis

        Executive Director, Client Experience

        Seth Roy

        Sr. Manager, Client Success and Development

        Chris Olson

        Sr. Manager, Client Success

        Products Team

        Ryan Swagerty

        Asst. Director, Education Products

        Lindsay Johnston

        Asst. Director, Research Products

        Renae Christie

        Manager, Research Products

        Heather Howland

        Senior Manager, Products

        Marketing Team

        Stacey Durden

        Director, Marketing

        Finance & Revenue Team

        Dana Billingsley

        Executive Director, Finance

        Kirsten Ekman

        Sr. Manager, Revenue Operations

        Lisa Lusk

        Sr. Manager, Market Development

        Abigail Martin

        Client Development Representative

        The Ventana eXperience (VX)

        The Ventana eXperience (VX) represents who we are as a firm. It reflects our philosophy and how our firm operates daily. And it is built into our mission statement:

        “We pride ourselves on delivering uniquely insightful independent research and services
        through a tailored, trusted and empathic client experience.” 

        We do not take these words lightly. We believe there must be an empathic approach that extends across every touchpoint in the client journey, and that we must always act in accordance with five core principles:

        1. We listen to your goals

        2. We engage with your team

        3. We align with your needs


        4. We continually improve our services

        5. We deliver on the value promised and more


        To learn more about the Ventana eXperience,
        Click Here