The Team

Peter Brooks


Peter has over 25 years of experience defining and quantifying the strategic, financial, and operational business value of technology. Clients have been both end-user and vendor organizations. He has worked at IBM, PwC, Wipro, several startups, and his own consultancy. Peter is a certified (PMP) project manager, has published numerous articles include co-authoring Harvard Business School working papers, and presents at industry conferences.

Dan Lucarini

Analyst & Strategic Advisor

A software product manager at heart, Dan is also an entrepreneur with over 25 years of experience working for ECM and Capture leaders such as OpenText, Kofax, and IBML. He has worked on VC and private equity funded startup teams, assisted on several M&A transactions, and his roles included CMO and VP Product Management. After serving two terms on the AIIM Board of Directors, Dan was elected to the Company of Fellows in 2018.

Dan has both business and technical expertise in product management, product marketing, branding, and sales enablement. He possesses domain knowledge in cognitive capture, content services, machine learning, unstructured data management, information/records management, enterprise content management, and RPA. Dan has also served as a strategic advisor to several CEOs, helping with their business plans, investment meetings, and exit strategies.

Dan is a Stage IV cancer survivor and passionate to see AI-based software making a real difference in healthcare outcomes. A 2nd generation Italian-American from Pittsburgh, Pennsylvania, after living many years in the Colorado Rockies he now resides on Bodmin Moor in Cornwall UK with his wife, the Cornish artist Dot Wade. In between Zoom and WhatsApp calls, he can be found walking their two dogs on the moor or chopping firewood.

Amer Loubani


Amer is a final year student at Aston University in the UK, he is studying Computer Science and Business. He is a Prince2 certified project manager and previously had a placement at NATS, the UK’s leading Air Traffic Control company.

David Jones

Contributing Analyst

David Jones is a strategic marketing leader and information management expert with more than 25 years’ experience in the technology space across big data, analytics, cloud, and enterprise content management. Prior to founding Instinctive Solutions, David held various marketing and leadership roles at Hyland, Nuxeo, AIIM, Konica Minolta, and AODocs, and was CEO and Founder of xDM Software. David also is an elected member, and currently Vice Chairman, of the AIIM Board of Directors.

Alan Pelz-Sharpe


Alan has over 25 years of experience in the IT industry, working with a wide variety of end-user organizations like FedEx, The Mayo Clinic & Allstate and vendors from Oracle and IBM to startups around the world. Alan was formerly a Partner at The Real Story Group, Consulting Director at Indian Services firm Wipro, Research Director at 451 and VP for North America at industry analyst firm Ovum. He is regularly quoted in the press including the Wall Street Journal and The Guardian and has appeared on the BBC, CNBC, ABC as an expert guest.


Kashyap Kompella

Strategic Advisor

Kashyap Kompella is the founder and CEO of rpa2ai, a global industry analyst firm focusing on automation and artificial intelligence. Kashyap has 20 years of experience as a hands-on technologist, industry analyst and management consultant. Kashyap advises large organizations on technology strategy, implementation road maps, and vendor selection. Prior to rpa2ai, Kashyap was a research director at Real Story Group, senior advisor at Information Services Group and practice head at Wipro. Kashyap is widely recognized as a thought leader on emerging technologies and has been quoted by the media, including the BBC, Quartz, Economist, Mint, Guardian, Forbes, Nikkei Asian Review, eMarketer, CMSWire, KMWorld, EContent and SearchCIO. Kashyap has been a judge for EContent 100, a list of the Top 100 companies in the digital content industry. Kashyap is the author of the forthcoming book “Future Tense: IT Services in the age of automation and AI”.

Apoorv Durga, Ph.D.

Strategic Advisor

Apoorv has extensive implementation, research and advisory experience in several Enterprise Software products and technologies. As a Research Director with Real Story Group, Apoorv was responsible for setting and executing the agenda for several of RSG’s in-depth research studies. These include Enterprise Content Management (ECM), Cloud File Sharing, Enterprise Portals, Enterprise Mobile Technologies, Web Content & Experience Management (WCM) Customer Experience, and CRM.

Gennady Glabets

Strategic Advisor – Supply Chain

Gennady Glabets is a supply chain professional and current Director of Supply Chain at The Good Bean based in Berkeley, California. In his 10+ years in the industry, he has developed and implemented strategic logistics and supply chain solutions for organizations ranging in size from start-up to established brand leaders. Gennady has also brought his transportation planning, warehousing, and manufacturing expertise as an operations adviser to Blocksyte, a blockchain-based start-up organization focused on supply chain traceability and IoT.


some cool facts

Numbers speak for themselves

Years of Experience
Research Notes