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    Meet Applied Frameworks

    Thought leaders advancing the communities we love and serve.

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    A Foundation rooted in Dedication, Compassion, and Expertise.

    At Applied Frameworks, our unwavering dedication to professional excellence and our clients' triumph is matched only by our profound care for one another. We firmly believe that reaching new heights in our careers should never come at the cost of a healthy family life, personal growth, or mental well-being.

    We have a deep commitment to cultivating an inclusive culture that celebrates and embraces every form of diversity. Through our extensive experience, we have witnessed firsthand the power of respect and inclusion in fostering a vibrant and innovative work environment, ultimately leading to exceptional outcomes for our customers.

    Applied Frameworks mastered distributed work before it was cool to be virtual. Our success lies in our steadfast adherence to three fundamental principles: fostering clear communication, nurturing trust among team members, and upholding our commitments.

    Recognized leaders in our respective fields, we acknowledge the boundless opportunities for growth, development, and continuous learning. Don't be surprised if we're reading (or writing) a book or making a splash. 😉💦

    We Meet You Where you Are

     

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    Our Core Values

    Our History

    Meet Our Team

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    Jason Tanner

    Chief Executive Officer

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    Jason Tanner

    Chief Executive Officer

    Jason joined Applied Frameworks in 2008. As CEO, he leads the company’s growth and consulting practice and teaches several of Applied Frameworks’ training programs as a Scrum Alliance Certified Scrum Trainer.

    Jason has led Agile transformations at several Fortune 500 companies, including MassMutualCapital One, and CoStar Group. He also regularly leads engagements focused on product and portfolio management. Jason writes frequently on advanced product management and consulting topics for the company blog.

    Jason co-created the Scrum Alliance advanced learning programs designed for the professional development of thousands of Scrum Masters and Product Owners. He went on to co-design the world’s first online, on-demand, self-paced programs for advanced Scrum education.

    Jason is frequently invited to speak at conferences, on webinars and on podcasts including for the Scrum Alliance, Product Management Today, Agile Heroes Summit, several Agile Alliance events and local practice communities.

    After studying engineering at Cornell, Jason served for nine years as a Marine Corps officer. He then went on to a career in telecommunications and software development as a project engineer and product manager. He commanded an infantry rifle company of over 100 Marines and directed operations for over 1,500 Marines. Jason began writing professionally and was published three times in the Marine Corps Gazette. Later Jason earned his MBA at Duke.

    As a Certified Scrum Trainer and Certified Scrum@Scale Trainer, Jason has coached thousands of Agile practitioners around the world.

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    Luke Hohmann

    Chief Innovation Officer

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    Luke Hohmann

    Chief Innovation Officer

    Luke has been involved with Applied Frameworks since its founding in 2003. He later went on to start Conteneo, a collaboration software company which was acquired by Scaled Agile in 2019. While at Scaled Agile, Luke served as a SAFe® Framework Contributor and Principal Consultant, with significant contributions to the SAFe Agile Product Management (APM) and Lean Portfolio Management (LPM) competencies and the SAFe POPM, APM, and LPM courses.

    He is the author of four books and is cited as an inventor on more than a dozen patents. His books include Software Profit Streams (co-written with Jason Tanner) (2023), Innovation Games: Creating Breakthrough Products through Collaborative Play (2006), Beyond Software Architecture (2003) and Journey of the Software Professional (1996).

    Luke co-organized the first Agile conference in 2003, has served on the Board of the Agile Alliance, and, in partnership with the Scrum Alliance, produced the “Collaboration at Scale” webinar series, the world’s largest monthly webinar devoted to helping organizations with 10 or more Scrum teams in 2 or more locations scale agility.

    Luke is a highly sought after speaker has as keynoted such conferences as the Agile Alliance conference, Agile Australia, Lean-Agile Scotland, Agile New Zealand, the Austrian Innovation Forum, the CXPA and multiple SAFe Summits.

    Luke is the co-founder of Every Voice Engaged Foundation, a 501c3 nonprofit that helps citizens, governments and nonprofit organizations collaboratively solve problems that are unsolvable without civic engagement. EVEF has been a leader in the Participatory Budgeting movement, helping citizens prioritize hundreds of millions of dollars through Budget Games. In partnership with The Kettering Foundation, Conteneo created Common Ground for Action, the first scalable platform for deliberative decision-making, which is now owned and managed by EVEF.

    Luke graduated magna cum laude with a BSE in computer engineering and an MSE in computer science and engineering from the University of Michigan. In addition to data structures and artificial intelligence, he studied cognitive psychology and organizational behavior.

     

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    Laura Caldie

    SVP, Sales

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    Laura Caldie

    SVP, Sales

    Laura leads business development for Applied Frameworks’ consulting practice, with responsibilities spanning large-scale transformations, product portfolios, and enterprise training programs. She has worked with dozens of Fortune 500 companies, including SalesforceCiscoDell and Adobe

    Prior to joining Applied Frameworks, Laura spent nine years at collaboration software specialist Conteneo, which was acquired by Scaled Agile in 2019.

    Laura is a Certified SAFe Practice Consultant®  and Scrum Alliance Certified Scrum Master®

    Laura regularly speaks at conferences and delivers training courses and workshops designed to help people solve business and social problems using Agile frameworks. Laura graduated from the University of Wisconsin with a degree in Political Science.

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    Phil Gardiner

    Executive Consultant and SAFe Practice Lead

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    Phil Gardiner

    Executive Consultant and SAFe Practice Lead

    As leader of Applied Frameworks’ SAFe Practice, Phil is responsible for large-scale transformations and guiding change agents as they learn to apply the Scaled Agile Framework. Phil has served as a leader, coach, and consultant at some of the world’s largest companies as well as government organizations such as the US Department of Defense.

    Prior to becoming a consultant in 2015, Phil spent sixteen years at AT&T as a leader and internal change agent, working to bring products and services to market faster through the use of technology and Lean-Agile methodologies.

    Phil is a SAFe Fellow, and a Certified SAFe Program Consultant Trainer® (SPCT), one of less than 100 people who hold this certification globally.  He is an active collaborator within the Scaled Agile Community and is cited as a subject matter expert in a variety of topics including Lean Portfolio Management and Agile Product Management.

    In addition to his SAFe expertise, Phil is an agile coach with experience in a variety of other Lean-Agile methodologies and approaches.

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    Simon Chesney

    Executive Consultant

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    Simon Chesney

    Executive Consultant

    Simon Chesney has a distinguished career in product and systems development, as a software engineering leader and cultural change agent, often working to facilitate effective collaboration in the cross-functional space. In order to enable greater business agility at the product portfolio level Simon has developed and introduced economic models to enable product and portfolio trade-off & delay-cost analysis and decision-support.

    Background & Credentials
    Prior to moving to Silicon Valley in the late 1990’s, Simon spent a decade as Managing Director of a boutique UK-based software & project management consulting firm. During the 2000’s he led File System Development at NetApp, also facilitating the company’s Whole Product Transformation and inventing the patented “Whole Product Gap Analysis” toolset & process to maintain portfolio coherence. At Zynga Simon led System Engineering in the development of infrastructure to support 240M monthly active users playing the world’s largest on-line games. At Western Digital Corporation Simon introduced and led the Agile transformation, becoming certified as the company’s internal SPCT. Simon maintains professional & coaching certifications in SAFe, Agile, PMP & Transactional Competence and has presented his insights into culture change, portfolio management and delay-cost analysis at international conferences.

    Simon is currently an SPCT-candidate, having been until recently one of the world's few Internal Scaled Agile Program Consultant Trainers - an SPCT certification tied to a specific enterprise. Additionally Simon is certified as a SAFe6 SPC & RTE, Certified Scrum Professional & Scrum Master, AMP-CCA (Certified Agile Change Agent), PMP and IUC (Influential U Consultant in Transactional Competence).

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    Kimberly Poremski

    Principal Consultant

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    Kimberly Poremski

    Principal Consultant

    As Principal Consultant, Kim puts her decades of IT leadership experience to use for our clients at all phases of their Agile adoption. She has recently worked as a mentor and trainer in engagements with USAAThomson Reutersbenefitexpress, and Tyler Technologies.

    Prior to joining Applied Frameworks, Kim developed her skills as an Agile coach and team leader at BenefitFocusCapital OneING, and T. Rowe Price

    Kim is a Certified Scrum Trainer and holds a Master’s Degree in Advanced Information Technology and Bachelor’s in Business Information Systems from Stevenson University.

    A frequent speaker at regional and national Agile events, Kim is also a Certified Scum Trainer, a Certified Scrum Professional and holds certifications in SAFe® Program Consulting as well as Scrum@Scale.

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    Kristen Harrison

    Director, Marketing

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    Kristen Harrison

    Director, Marketing

    Kristen is at the forefront of driving Applied Frameworks' marketing initiatives. With a strong background in engineering and business strategy, she combines the power of process, people, and data to guide decision-making and growth strategies. Drawing from a diverse range of experiences in Marketing, Internal Consulting, Advertising, Customer Experience, and Startup Leadership, Kristen brings a unique blend of quantitative and qualitative skills to the table.

    Kristen is a Certified Scrum Product Owner, holds a BS in Biomedical Engineering from Georgia Tech, and an MBA from Virginia Commonwealth University.  Prior to joining Applied Frameworks Kristen led marketing and operations for a high-growth early-stage startup, led the client delivery team for the leader in competitive price analysis for grocery stores, and propelled clients such as CustomInk, and BeachBody in the digital audio space.

    Kristen believes that:

    • Testing often and failing fast provides high growth in short periods of time
    • Using data drives transformation both internally and externally
    • Cross-functional collaboration supports team and market growth, creating alignment and excellence
    • Leading by example, getting into the weeds, and being able to shift priorities easily create a way for teams to feel empowered and valued.
    • Learning from failure is just as important as learning from success.
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    Clint Gosset

    Product Consultant

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    Clint Gosset

    Product Consultant

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    Federico González

    Brand & Product Designer

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    Federico González

    Brand & Product Designer

    Federico has more than fifteen years of experience in graphic and product design. He spent a decade as a Creative Lead at t software consulting firm in México working with top global brands and holds world-class expertise in branding, art direction, UX, UI, design systems, prototyping, illustration, video, and more.

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    Helping You Through the Solution Lifecycle

    Too many companies do a poor job in pricing and licensing their software-enabled products and services over the entire solution lifecycle, preventing them from creating sustainable businesses, wasting investors’ money, and causing needless pain for all stakeholders.

    Horizon is our AI-powered Solution Profitability Management platform that supports the evolution of pricing and packaging over the entire customer and solution lifecycle for all solutions within a portfolio.

    The Applied Frameworks Difference
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    Training Beyond Theory

    Experience the transformative power of sustainable profitability and business agility with our team of seasoned experts leading you towards tangible, real-world achievements. Our instructors go above and beyond the traditional classroom setting, leveraging their expertise in the practical application of the frameworks they teach. Many of them have attained the highest levels of credentials from esteemed certifying bodies such as Scaled Agile®, Inc. and Scrum Alliance®.

    LEARN MORE
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    Profit Streams Partner Program

    The Profit Streams Partner Program certifies and supports trainers, coaches, and the organizations they work for, as they deliver Profit Streams classes, workshops, and professional services.

    Learn More

    Holistic Pricing

    "I was impressed by with comprehensive and holistic approach the Growth Pricing Workshop took. It covers an immense amount of complex material, delivered in a way that flows effortlessly between strategy and workshops, reinforcing each concept in the company’s own terms. We advise all of our portfolio companies to attend a Growth Pricing workshop."

    David McFarlaneOperating Partner, Companyon Ventures

    Workshops that work for entrepreneurs

    "I hired Applied Frameworks to help us in our next iteration of our pricing. In addition to the business value, I really enjoyed working together - a perfect balance of expertise-based thinking/healthy challenging of assumptions with humility and understanding me as a person and an entrepreneur."

    Andrew PhelpsFounder and CEO, Incentive Pilot

    Improve CARR with better pricing and packaging.

    "We hired Applied Frameworks to help us redesign our pricing and packaging. The results have been amazing! CARR has increased by 35%, and new logos choosing an annual plan has increased from 20% to 65%, significantly improving cash flow and preparing us for our next phase of growth."

    Marc VisentFounder and CEO, Knowify

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