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Anna F. Shallenberger & Skype: anna.fay.shallenberger / / 203.258.2383 cell Expertise & Skills 

Secondary Research – bibliographic/electronic databases/resources & deep / hidden web / internet. Syndicated primary research. Statistics, financials, trends, facts, expert opinions, government documents, identification of primary sources.

Primary Research [original] – 1-on-1 Interviews, Focus Groups, Mystery Shopping, Omnibus Phone Surveys, Online Surveys.

Training & Instruction – Research Collection, Analysis, Six Sigma & Organizational Effectiveness. Design & update content. Lead sessions virtually & on-site, including post class-discussions. Assorted mentoring & 1-on-1 & group instruction.

Knowledge Management – Communities of Practice. Content Management/Curation & Copyright. Defensive Intelligence.

Project/Process Design – Research Strategy/Methodology & Scope Management. Reference Services. Bibliographies. Metrics. Monitoring/Alerting Programs. Organization/Source/Event Reviews/Appraisals. Multi-tasker with excellent attention to detail.

Synthesis/Analysis/Reporting – Triangulate market insights & actionable insights from large pool of qualitative / quantitative research – primary, secondary & HUMINT. Ad hoc or for ongoing projects including strategic planning.

Technology: Word, PowerPoint, Excel, & hidden web. Familiar w/SharePoint, MS Access, Project, Visual Basic & Mind Jet. Social Media including LinkedIn, Twitter, Quora. Wide variety of online sources – subscription, transactional & free.

Style – Unusual mix of collaborative team member & independent self starter. Excellent interpersonal abilities & intense service orientation. Distinct oral & written communication skills. Commitment to due diligence, accuracy & ethics. High Energy.

Industries include: financial /insurance services; pharmaceutical, medical device & healthcare; consumer & retail; services NEC Geographies multinational: US strongest; followed by Canada; Europe; Asia & Latin America. Includes work w/local analysts.

Thought & Association Leadership   

   

Tweet as Closet Librarian re CI, KM, organizational effectiveness & research reports. Info Today’s Best of the Business Web & Information Advisor recognized twitter feed. Special Libraries Association Competitive Intelligence Division – membership chair – division award largest % growth 2012, past conference planner, spotlight speaker 2010-2012 conferences, author, & webcast panelist. Presidential Citation 2012 strategic task force. Education Chair 2013. SLA Business & Finance Division – LinkedIn moderator & social media committee, past task forces. SLA Click University – Taught CI published sources modules; Assistant CI Knowledge Management module. Mentor colleagues. SCIP – Speaker “Demonstrating ROI of Market Intelligence” , Programming for Oregon Chapter & Steering Committee. Also involved American Marketing Association, Financial Women’s Association, & AIIP.

President & Chief Archer, Targeted Knowledge aka Shallenberger Intelligence Services, 1/2009—present          

Research/analysis services in a variety of both B-C & B-B-C segments. Includes new markets & business development. Client Reporting – analyze, prepare, & deliver findings / recommendation to clients, & their clients. Secondary – leverage databases & deep web to collect & synthesize unique information. Primary – identify & interview subject matter experts to collect actionable insights. Trade Show Intel – visit industry events, network w/speakers & attendees, collect marketing collateral / demos. Due Diligence – background on individuals, businesses & related organizations. Monitoring – ongoing primary & secondary as strategic warning systems. Leverage & manage on-call researchers globally on as-needed basis. Healthcare projects in Pharma, Device, & Insurance. US & Global Patents, Trials, Conference/Trade Show Intel, FDA reporting. Scholarly Literature. Advocacy Communities Discussions. Lobbyists / Think Tanks. State of Art & Emerging Developments. Pro Bono work for trade association task forces & charities such as the International Institute.

Research Director, CBM Capital , 9/2005—1/2009 (full-time role downsized)     

Research – designed, collected/conducted, synthesized – primary/secondary, human intelligence interviews. Competitive edge – IDed unique sources & research approaches untapped by investment/asset management. Insights – provided new investment ideas during weekly portfolio discussions with analysts & GP. Mentored bench on-demand contractors & coached four analysts re research techniques. Administered shopper (expert & retail) network (100+) & vendor relationships.

President & Freelance Consultant, Shallenberger Intelligence Services [Maritz, CBM Capital, Fuld] 6/2004—12/2005  

Research/synthesis/analysis/reporting – market penetration & value-add strategy, cross/up-sell initiatives. Prospect lists & profiles, product analyses / comparisons.

Market Intelligence Business Research Director, Maritz, 11/2002—6/2004 (full-time role downsized)      

Actionable intelligence enabling price/product differentiation. Rebuilt & guided pricing, product, & market research to knowledge leadership. Maintain Market Intel Intranet Processes re-build– collaboration, collection, analysis, reporting, dissemination/capture, & training. HUMINT mining – internal & external = competitive advantage – unique, time-sensitive intel @ low cost. Oversaw/coached matrixed geographically dispersed community of both as CI listening posts & internal client. Capture/retain large accounts – spearheaded research & analysis, specifically recognized role in winning $ 2 million pharmaceutical account.

Director, Knowledge Leverage, GE Capital/GEFA (Genworth), 11/1997–11/2002     

Designed & executed strategic research characterized by GE CEO as illustrating a “more thorough understanding of its current & emerging customers & a better articulated plan than any of the other 40 GE businesses.” Delivered cross-BU, cross-functional knowledge portal [intranet] on time at 10% of budget, with functionality incremental - original plan; Built consensus on taxonomy & a common language. Directed Indian programmers & collaborated w/GEFA IT. Established matrixed community of practice. Leveraging Six Sigma skills, supervised large 30+ cross-disciplinary team from multi-businesses & of varying seniority, located across the US. Led initiative to establish competitive intelligence anti-trust guidelines, significantly abating multi-million litigation risks & potential negative PR; effected cultural change. Taught Change Management (Six Sigma) & Diversity classes. Collaborated on marketing, budgets, units’ strategic planning & product research w/both GEFA community & GE Capital Librarians. Also networked via external investment librarians’ caucus.

President, Shallenberger Information Services, 1994—1997    

Managed research – including personnel – when client out on family leave, had prior library management roles. Primary research – design & execution – exceeding expectations, large follow-on contract client consulting firm. Secondary reference services onsite – customized to individual clients – upgraded processes, conducted. Supported globally dispersed clients in a variety of industries.

Additional Relationships/Experience 1980s-1994 included: Bankers Trust / Deutsche Bank; Chemical Bank / JP Morgan Chase; Cowen & Company; Export Import Bank of the United States; Prudential Insurance [Newark] & Pru-Bache Securities [NYC]  Mostly librarian / research management – began as intern, finished as department manager  Work @ Pru honored by CEO George Ball in company-wide memo  Developed/introduced expense system to capture 100% of cost & allocate to banking/finance clients  Managed & mentored employees including professionals, para-professionals, admins & interns/students


MLS Degree, Rutgers University SCLIS [ALA-accredited], New Brunswick, NJ – Beta Phi Mu Honorary Bachelor of Arts: Economics & German, Westminster College, Fulton, MO – Presidential Scholar & Phi Alpha Theta Honorary

Continuing Ed: Washington University International Affairs; WebSearch University; Click University Competitive Intelligence Certification Program; Fuld Academy of Competitive Intelligence // Webinars include: SharePoint, marketing, social media, copyright, web 3.0, archiving, database upgrades

Databases – include but not limited to: Deep Web; Lexis/Nexis/Accurint, DJ/Factiva, Capital IQ, Hoovers, Bloomberg, FranData, Pacer, HighBeam, Morningstar, Ibbotsen, Lipper, Dialog & misc Thomson Financial COMMUNICATOR MISC journal articles “Reintroduce Yourself” - cited extensively, not author SLA - Information Outlook October 2011  SLA Competitive Intelligence Division - Mindshift to Competitive Intelligence” - Intelligence Insights January 2008 o 2010 CI Conference Planning Head & Spotlight Speaker w/Jan Herring o Intelligence Insights 2010 Post-Conference Issue - October & CI Pre-Conference Issue - May 2010 o 2011 Conference Spotlight Session Speaker / moderator multiple sessions o Intelligence Insights October 2011 “High [Naturally] on CI” Travel Award - Issue, II ceased, posted on o Webinar updating “Mining Unique Information Sources Deep-Invisible-Hidden-Opaque Web” August 2, 2011 o “Integrating with Sales & Marketing to Capture & Deliver Intelligence” Ad Marketing SLA June 15, 2011 Caveat: presentation not self-explanatory slides cover older non-confidential potential deliverables examples.... o “Unique Information Sources & Deep / Hidden / Invisible Web” June 14, 2011. o Future Ready 365 Blogger “It's Not Just Content, It's Context “ May 30, 2011  SLA Business & Finance Division - Travel Award Winner – “Professional Grant Winner Perspective “ B&F Bulletin - Fall 2012

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