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Our Advisory Board

Guiding Strategic Innovation: Experts Shaping the Future of Customer Communications

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Don Bagget

Board Advisor

Donald H. Baggett is a serial entrepreneur and technology investor. He is President of Benefit Resources, Inc. a fee-based consulting firm serving corporate, association and municipal clients.

Jim Norton

Board Advisor

30 years of software Go-to-Marketing (GTM) experience. Extensive start-up and small company growth experience. Proven in scaling revenue from $10M to $100M via direct and indirect sales channels. Core competencies include Leadership, Sales, Marketing, Strategic Partnerships, Operations, SaaS, and Private Equity. Industry software verticals include healthcare, security, cybersecurity, hospitality, and infrastructure. 

Jim Norton

David Blaha

Board Advisor

In his most recent position, David was Vice President/General Manager, Global Commercial Services for American Express. He led executive level sales and account management teams that sold cash management and payment tools to C-level executives across multiple industry segments, with both mid-sized and large multinational organizations.

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Randy Beals

Board Advisor

Randy has over 30 years of experience across the financial services, banking, and insurance industries and has advised many Fortune 1000 companies on Customer Communications Management (CCM) strategy. As a thought leader in the CCM space, Randy stays on the cutting edge of industry trends and influences best practices.

Andrea Beach

Board Advisor

Andrea Beach is the founder and chief executive officer of Beachfront Technologies. The company connects large-scale consumer destinations across entertainment, sports, and mixed-use retail with smart technologies and marketing solutions to enhance the guest experience and unlock new revenue streams.

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Marietta Davis

Board Advisor

Marietta Davis is an accomplished technology sales executive and currently serves as IBM’s Vice President and Managing Director for the global Accenture relationship. Ms. Davis leads a worldwide team growing business in IBM Public Cloud, Red Hat Hybrid Cloud and Artificial Intelligence solutions in collaboration with Accenture, IBM’s largest Global Service Integrator.

Scott Frey

Board Advisor

Scott Frey is the original founder of PossibleNOW formed in 2000. Today he serves as the President and Chief Executive Officer for PossibleNOW, Inc. and PossibleNOW’s wholly-owned subsidiary, CompliancePoint.

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David Smith

Board Advisor

Dave Smith has served in leadership roles in provider entities and has been instrumental in the creation and management of a number of health care companies for over 35 years.

Joseph Smith

Board Advisor

Leveraging 48 years Executive Management experience in Healthcare and IT, Mr. Smith has founded “HITvision”, which specializes in Healthcare IT Arbitration as a “Neutral” with the American Arbitration Association, and also Healthcare IT consulting across the United States.

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Mark Williams

Board Advisor

Mark is a results-driven, people-oriented health care leader with over 30 years of experience. His roles include delivering direct patient care, successfully leading the strategy and execution of complex business issues, and passionately serving the c-suite and entire enterprise of the nation’s largest health care companies.

Fred Soller

Board Advisor

 Fred Soller is Co-Founder of Big Wheel Performance, where he focuses on building capital-efficient, investor-ready revenue engines that deliver measurable growth. As a CEO and Private Equity Advisor, he works closely with leadership teams to align strategy, operations, and go-to-market execution—helping organizations scale with discipline, clarity, and a strong return on investment. 

Fred Soller