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Ira Kerns: Managing Director, Principal Consultant
David Schotte, Ph.D.: Senior Research Analyst
Karen Jagatic, Ph.D.: Senior Consultant
Caterina C. Bulgerella, Ph.D.: Research Analyst
Dr. Howard V. Perlmutter: Deep Dialog Developer & Emeritus Professor of Management and Social Architecture at The Wharton School, University of Pennsylvania
James Watts: Statistical Analyst and Consultant
Katrin Y. Dambrot: Senior Marketing Consultant
Ira Kerns
Managing Director, Principal Consultant

Ira Kerns founded GuideStar in 1987 in New York City and is the firm’s senior managing executive. GuideStar is a Web-centric survey research firm specializing in the measurement and quality improvement of its clients’ primary business relationships - with employees, customers, distribution channel networks, licensee/franchise networks and alliance partners.

Kerns leads a staff of experienced research analysts and consultants, predominantly Ph.D. level professionals specializing in organizational and social psychology. The GuideStar staff is supported by an extended network of research professionals in North America.

The firm has developed proprietary, validated methods and technologies for diagnosing, measuring and analyzing the quality of relationships between organizations and the groups that matter most to their success. Kerns is the primary collaborator with Howard V. Perlmutter, Ph.D. and Emeritus Professor, The Wharton School, University of Pennsylvania, in the development of Deep DialogSM relationship research methodology and analysis.

Kerns is also a pioneer in the measurement and productivity improvement of large group meetings and events using pre- and post-event surveys and measures which he developed and now provides clients through an alliance with ProActive, Inc. Before founding GuideStar, for seventeen years, Kerns was Chairman of Creative Establishment, Inc., a leading national corporate communications agency.

As the firm’s Principal Consultant, Kerns is a trusted advisor to the senior leadership of GuideStar’s clients, Kerns provides strategic counsel on the improvement of key relationships that impact the firm’s clients’ business outcomes.
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David Schotte, Ph.D.
Senior Research Analyst

Dr. Schotte came to GuideStar Research after more than a dozen years of university teaching and research.

Dr. Schotte has held appointments as an assistant professor at The University of Health Sciences/The Chicago Medical School, as an assistant professor and Research Coordinator at Baylor College of Medicine, as a Senior Lecturer at The University of Sydney, and, most recently, as a visiting professor at The University of the Sciences in Philadelphia. Dr. Schotte is a U.S. citizen and an Australian permanent resident. He has also consulted and conducted business in Bangkok, Thailand, where he conducted feasibility work for an Australian company, IPS-Employee Assistance, and assisted a Thai company, ThaiSaree, in setting up a business catering to Western clientele.

Dr. Schotte has taught courses in research design to graduate students, doctoral students, medical residents, and hospital staff. He has also served extensively on a number of university research committees. He has held competitive research grants in the U.S. and in Australia and has served as an independent reviewer for grant proposals for several funding agencies.

Dr. Schotte has also worked as an independent research consultant throughout his career. His long-term clients have included the Institute for Juvenile Research of the State of Illinois Department of Mental Health and Developmental Disabilities (for whom he designed, conducted, and analyzed survey research) and the Division of Rehabilitation Medicine at Westmead Hospital in New South Wales, Australia, where he worked with them to set up and run a research program in brain injury rehabilitation.

Dr. Schotte received his B.A. (Psychology) from the University of Delaware and his M.S. and Ph.D. (Psychology) from Virginia Polytechnic Institute and State University. His postdoctoral research training was conducted at the University of Pennsylvania School of Medicine.
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Karen Jagatic, Ph.D.
Senior Consultant

Dr. Jagatic joined GuideStar Research in 2003 with a wealth of experience in organizational and human resource development.

She is a skilled professional with experience in the design and implementation of employee surveys, performance management systems, competency models and assessment centers, as well as the development and delivery of leadership development initiatives. She brings to GuideStar proven effectiveness in data analysis, problem solving, cultivating professional and organizational relationships and working effectively with executives and senior management.

Before joining GuideStar Research, Dr. Jagatic was employed as a Consultant for a survey research firm where she prepared detailed executive and manager-level reports based on survey interpretation and advanced data analysis for organizations in the technology, communications, consulting and financial services industries. Dr. Jagatic also worked for Cablevision Systems Corporation as Manager of Organization Development. Among many other projects, she worked with senior leaders to successfully design and implement a new performance appraisal system and manage an internal employee survey process. Dr. Jagatic also has years of experience teaching undergraduate university students, and has widely presented and published her academic research.

Dr. Jagatic received her Ph.D. and M.A. in Industrial/Organizational Psychology from Wayne State University in Detroit, MI. She received an Honours B.A. in Psychology from the University of Windsor in Windsor, ON, Canada.
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Caterina C. Bulgarella
Research Analyst

Dr. Bulgarella joined GuideStar in 2004 with significant experience in applied research and data analysis.

Her past research work has spanned through numerous areas of investigation. Using disparate methodological approaches, Dr. Bulgarella studied processes in conflict and negotiation, competition, leadership and decision-making, self-control, and job satisfaction. By managing and supervising challenging research projects at New York University for over six years, Dr. Bulgarella developed a strong and versatile expertise in hypothesis and research methods development, survey design, data collection, modeling and data analysis, compilation and presentation of research findings.

Dr. Bulgarella’s experience and expertise in research and research methods come about enriched by sophisticated statistical skills. As a skilled data-analyst, she possesses statistical know-how in structural equation modeling, factor analysis, advanced regression analysis, analysis of trends, repeated measures, and other multivariate techniques.

In addition to her research work, Dr. Bulgarella also taught undergraduate courses in Statistics and applied Psychology as an adjunct professor at New York University for several years. She also conducted some independent consulting work for the Draper Interdisciplinary Master Program at NYU supervising an applied research intervention aimed at identifying market niches of prospect students.

Prior to moving to the States, Dr. Bulgarella lived in Italy where she received full training in Business Administration from one of the most prestigious Italian Universities. In Italy, she also worked as a job analyst for Max Mara, Co., a world re-known fashion house.

Dr. Bulgarella received a Ph.D. and an M.A. in Industrial/Organizational Psychology, and an M.A. in Personnel Psychology from New York University. She also received a Baccalaureate in Business Administration from Ca’ Foscari University, Venice, Italy.
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Dr. Howard V. Perlmutter
Deep Dialog Developer

Vice Chair, Professor of Social Architecture and Management Emeritus, Director, Emerging Global Civilization Project, The Wharton School, University of Pennsylvania

Dr. Howard V. Perlmutter, is a world authority and pioneer on the globalization of firms and other institutions. He is an internationally recognized teacher, scholar, advisor to corporations, cities and governments, and universities. He holds a B.S. in Mechanical Engineering (Tau Beta Pi) from M.I.T., an Honorary Master's Degree from the University of Pennsylvania and a Ph.D. from the University of Kansas in Social Psychology.

He assumed his professorial post at Wharton in 1969, and served as Secretary of the Faculty of Wharton School. Currently he is an Emeritus Professor and Director of the Emerging Global Civilization project, where he teaches one course and conducts research on different aspects of our First Global Civilization and its implications for the transition to transformation of international organizations, including the UN, national governments, religious institutions, enterprises, cities and global leadership.

His paper "The Multinational Firm and the Future," published in the Annals of Political and Social Science in 1972 accurately forecast the evolution of the viability and legitimacy issues for MNCs. In 1998-1999, the Financial Times published a four article series by Prof. Perlmutter on the MNC in the Emerging Global Civilization which drew up a scenario for the next thirty years which received world wide attention and the need to develop a Global Civilization Mindset and Missing institutions and Networks to meet increasingly global challenges which range from those which are ecological such as renewable energy, ethnic and religious conflict, global terrorism with Weapons of Mass Destruction, and issues of Global regulation. A new version of this work on the Multinational Corporation is called "The Tortuous Evolution of the Globally Civilized Enterprise in the 21st Century."

At Wharton, he led the internationalization process as Chairman of the Multinational Enterprise Unit and Founder-Director of the Worldwide Institutions Research Center. During this time with his colleague, the late Eric Trist, he formulated his vision the Social Architecture of the Global Societal enterprise, based on this paradigm for organizations in the 21st Century, now being applied to many other international organizations, nations and cities.

At Wharton, he introduced research and teaching on the global social architecture of the multinational enterprise, multinational organization development, global strategic alliances, global cities, and the globalization of education, in a course called Cross cultural management in the context of the First Global Civilization.

In executive education, he acted as Academic Advisor for Wharton's Advanced Management Programs for thirteen years, a program where globalization was a central theme and which brought senior executives from countries around the world. He was also Director of the Wharton- Samsung Advanced Management Program, and Wharton's Senior Management programs for Wharton in Beijing and Shanghai, China and Taiwan. Over his career, he has been involved in advisory roles and in executive education with over 100 multinational corporations based around the world, including IBM, GE, GTE, Whirlpool, Woodside Travel Trust, KPMG Peat Marwick, JP Morgan, Unilever, Nokia, and SKF.

He has served in professorial, lecturing and research posts in many countries. As a Fulbright Scholar at the Sorbonne, University of Paris, he introduced the study of group dynamics. Later, he served as Project Director of the International Communications Program at MIT's Center for International Studies. Other research and teaching areas and roles include Visiting Professor at the Stockholm School of Economics where he helped guide The Futures of Sweden study, and Professor at IMD in Switzerland where he pioneered Global Leadership learning through (PMF) Personal and Managerial Feedback Groups.

At Wharton, he has frequently won outstanding teacher awards among the tenured professors including the David W. Hauck Award and most recently, in 2003, the Whitney Award. In 2003 he was also made an Honorary Member of the Golden Key International Honor Society. In the field of international management, he has published numerous articles most recently on Deep Dialog and the "Futures of China." His books include the Theory and Practice of Social Architecture, (also in Spanish), The Muffled Quadrilogue: Technology Transfer to Developing Countries (2 volumes), and Multinational Organizational Development (also in Japanese) with David Heenan.

His work on cities extended to Paris as a 21st century world city, written under the auspices of the French Government, published as Paris: Ville Internationale. He also wrote the plans for Philadelphia as an International City. He has acted as an advisor to other cities on the globalization processes in Asia and Western Europe. His current research on global cities is on "Building the Global Virtual City for the 21st Century."

He has also been advisor to U.S., Canadian governmental agencies, the World Health Organization, the League of Red Cross Societies in Geneva, and advisor to the Finnish government on the Futures of Finland studies.

He has also served as a keynote speaker and lecturer in international programs and conferences in Asia, North and South America, Central and Western Europe. He participated in the World Economic Forum in Davos, Switzerland on three occasions, twice as a keynote speaker.

He has held board or advisory positions in Alfa Laval and Pharmacia in Sweden. He currently is an active member of the Board of Directors of the Global Interdependence Center in Philadelphia and on the International Advisory Boards of R post (registered E-mail) and Itradefinance, as well as on the editorial board of The Multinational Business Review.

He has been listed Who's Who in the World. He is a Fellow of the Academy of International Business, and the Academy of International Management and a Commissioner on Globalization in the State of the World Forum led by Mikhail Gorbachev.

He is currently preparing a book tentatively entitled "First or Last Global Civilization? The Race," in which he presents some alternatives to plausible current Apocalyptic scenarios with his theory of Symbiotic Societal Paradigms, Collaborative Social Architecture and Deep Dialog to critical 21st century Global Civilization Building Challenges. See a partial review of his research by visiting the Dr. Perlmutter section of our Deep Dialog Web site..
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James Watts
Statistical Analyst and Consultant

For the past five years, Jim Watts has made significant contributions to GuideStar’s analytic services as both an analyst and consultant working in collaboration with GuideStar professional staff. Among clients served in-depth are Computer Associates, American Alliance of Insurers and the “Best Companies to Work For” survey programs of Watson Wyatt. His career spans over thirty years of data analysis as a senior analyst for J.P. Morgan, Marriott and the U.S. Postal Service.

Mr. Watts specializes in modeling survey data to estimate the antecedents to behaviors and beliefs, such as purchase data and satisfaction data. Most of his experience is in market research data, but has also directed projects in customer relations management, employee retention, and segmentation of employee preferences for benefits bundles.

He uses structural equation modeling methods to make path diagrams of the explanations of customer satisfaction and retention. He also applies the technique to purchase data from customer panels and in jury selection. He uses conditional categorical modeling to analyze event history data and brand choice experiments.

Event history analysis is an important part of understanding large ticket purchases of households. EHA uses panel data of shopping behaviors prior to purchase to understand how household choose to purchase any of a product category and how decision-makers sort through choices for a final selection.

The data for explanatory models is typically five-point or seven-point ratings scales, raising the question of the meaning of a ‘4’ or a ‘5’ rating to the customer. Mr. Watts applies multiple classification analysis to estimate the percentage reward or penalty for intent to purchase that comes from moving a customer upward (or downward) along a rating scale. In other words the procedure can show the client the reward they can gain for managing customer satisfaction upward on each of the salient product/service attributes.

Modeling is the first step for profitably segmenting a customer class. An overall model of customer satisfaction or purchase preferences masks differences in what underlies satisfaction, customer retention or selection. It’s possible to see some of the segments differences by comparing feature differences in the leading brands of a product category, but such a comparison does not lead to product innovations that reflect current unmet customer needs. Segmentation requires modeling current choices as well as potential choices of hypothetical brand changes to see if latent segments exist, untapped by currently configured brands.

Mr. Watts forms segment definitions from several perspectives. For estimating clusters in single brand intent to purchase or customer satisfaction he uses mixture modeling regressions which find subgroups within the data set that have significantly different choice criteria, that is, the regression coefficients are tested to be different from each other. This technique finds and sizes the price-sensitive group and compares their profile to those seeing greater differences in product/service benefits.

Although most of his education was gained from experience Mr. Watts received an MA in econometrics from Memphis University. He has attended modeling seminars in data modeling at Harvard University, University of Pennsylvania Wharton School and Columbia University.

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Katrin Y. Dambrot
Senior Marketing Consultant

Katrin Dambrot is involved in a wide variety of research projects, product development projects and strategic planning assignments for corporations both in the U.S. and abroad. She brings strong research, strategic marketing and product/service development experience to each project.

In addition to her consulting experience, Dambrot spent 18 years in strategic marketing and product development positions at major consumer packaged goods and financial services firms including Lever Brothers, PepsiCo, Seagrams, Beneficial Corporation and Irving Bank Corporation/Bank of New York.

She has lectured widely for many organizations including the Financial Institutions Marketing Association, Bank Marketing Association, American Marketing Association, Morris County Chamber of Commerce, Society for Human Resource Managers, Rotary Club International and Montclair State University.

Dambrot has been actively involved with the American Marketing Association's EFFIE awards as a judge, was past chair of the AMA/New York Volunteer Action Committee and also served as chair of the Morris County Association for Foreign Trade.

A strong believer in the global marketplace, Dambrot was born in Chile and is fluent or conversant in many languages including Spanish, French and German.
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