Our Team

Doculabs has a team of exceptional professionals covering a wide range of professional talents. Take a look at some of our key team members and contact us today!

James K. Watson, Jr., PhD

CEO and Founder

James founded Doculabs in 1993, based on three simple principles: objective recommendations, analysis grounded in benchmark data, and a specialization in content-based applications. Under his leadership, Doculabs has established itself as one of the foremost consultancies in the content and information management market space, with clients that include most of the Fortune 100. As a spokesman for Doculabs’ perspective on the industry, James is a frequent speaker at technology and business conferences. He also serves as executive sponsor or lead consultant on numerous Doculabs consulting engagements, with expertise in architecting enterprise strategies to address information management, information governance, and customer communications, particularly for organizations in the insurance and financial services industries. James was also responsible for creating the industry’s only peer-group benchmarking service that examines the metrics associated with deploying and managing ECM systems on an enterprise level. Prior to forming Doculabs, James held positions within the printing systems group at Xerox Corporation and the mainframe division of NCR Corporation. B.S., Business Administration, University of Colorado; M.B.A., University of Chicago; Ph.D., University of Illinois at Chicago
Have I shown you the video from my latest ski trip?

Joe Fenner

Vice President of Consulting

Joe brings 24 years of professional experience and market knowledge to assist organizations in using information management technologies to achieve their business goals. He works with Doculabs clients to identify the strategies that best meet their requirements, developing recommendations and actionable roadmaps to implement those strategies. As a member of Doculabs’ executive management team, Joe helps to set the firm’s direction, assisting in long-term planning and working to ensure Doculabs’ growth and success. As a consultant, he has worked with clients across North America in a wide range of industries, including financial services, insurance, life sciences, manufacturing, telecommunications, and government. He has also developed transition plans for technology initiatives, helping clients move forward with phased deployment plans to help ensure successful implementation. Prior to joining Doculabs, Joe worked at Andersen Consulting (now Accenture) in the FOUNDATION Software Development organization, and was responsible for developing user documentation and training for clients. Previously, he was an editor and writer for various trade publications at Cahners Publishing. B.A., English (Technical Communication), Miami University (Ohio)
I'm a dyed-in-the-wool Cubs fan. And since you ask, yes, "next year" is here.

Rick Tucker

Vice President, Sales and Marketing

Rick Tucker has 17 years of experience in information management technologies, focusing on enterprise content management (ECM) technologies and their applications to business processes. As a member of the senior management team at Doculabs, he is responsible for setting corporate direction and driving growth. As Vice President of Sales and Marketing, Rick is closely involved in working with Doculabs clients to help them manage information. He assists Doculabs consultants in developing new products and services, including Doculabs’ services in information governance, and works with sales and marketing staff to promote Doculabs’ products and services. Rick is principally responsible for Doculabs’ branding and messaging, working with Doculabs’ graphics and editorial staff to ensure the currency and consistency of the Doculabs brand across the firm’s consulting products and services. He also directs the development of white papers and oversees Doculabs’ participation in industry events, as well as developing and maintaining Doculabs’ relationships with partners and trade associations. B.S., Business and Marketing, Eastern Illinois University
I can't drive 55. Honestly, since my last five tickets, I have a govenor that only lets me drive 54. It sucks.

Joe Shepley

Vice President and Practice Leader

Joe brings more than 11 years of operational and technology experience to his consulting engagements at Doculabs. He understands how effective management of information assets can transform an organization, helping it to achieve its business goals and create competitive advantage. At Doculabs, Joe’s focus is on helping organizations get strategic in how they manage information, working with them to identify the costs and benefits of managing information. He has helped clients in a variety of industries build enterprise programs to support their content management and enterprise collaboration efforts, from designing and building the organizational structure of the program; to creating policies, procedures, communication, and training materials; to planning for the organizational change management required for a successful program launch. Joe also has deep information architecture experience, helping clients improve the organization of their information better to enhance findability, improve records management, and lower the cost and risk of e-discovery. Joe also has broad experience with IT operations, from business analysis and project management, application development and quality, to networking and infrastructure. Before joining Doculabs, Joe managed application development teams for Kaplan Professional, a firm that offers training toward certifications and professional licensing in a wide range of professional fields. Prior to this, he served as Electronic Development Editor for Dearborn Publishing. B.A., Connecticut College; M.A., PhD, University of Chicago
I enjoy long walks in the rain with pina coladas and puppies. It's my magical place.

Richard Medina

Principal Consultant and Co-Founder

Richard is a co-founder and Doculabs’ resident expert in information lifecycle management, with knowledge of records management from all perspectives: people, process, and technology, as well as an understanding of best practices and how they apply within the real-world setting of the organization. His longstanding presence in the industry affords him an historical perspective on the problems of information management and the development of actionable strategies to address those problems – a perspective that informs his analysis of the dynamics and direction of the information management industry as a whole. In his more than 22 years with Doculabs, Richard has gained in-depth knowledge of the content management, records management, and infrastructure market spaces, as well as knowledge of the solution providers in those market spaces and their respective offerings. Richard was instrumental in developing Doculabs’ service offerings in repository inventory and taxonomy – critical components of the ongoing information lifecycle management that is the prerequisite for effective discovery. He has worked with clients in many industries, evaluating the required management capabilities for their electronically stored information and providing recommendations to improve their discovery readiness and overall management of unstructured content. Richard is a frequent speaker at industry conferences and has hosted and presented numerous online seminars, including webinars sponsored by AIIM. He is regularly published and quoted in leading industry publications, and regularly posts essays and opinion to Doculabs’ blog at www.doculabs.com. B.A., Philosophy, Loyola University of Chicago; PhD Candidate, Massachusetts Institute of Technology
Heavy metal is my second language. It speaks my language and fills my soul.

Jeff Phillips

Principal Consultant

Jeff develops enterprise strategies for content management for clients in a wide range of industries, including many firms in the financial services sector. He brings particular expertise in the technologies and applications for web content management and portals, as well as social business applications, working with organizations to help them achieve their business goals and improve their management of information. He has created enterprise reference architectures for many organizations, providing the architectural framework to help them make better decisions concerning their technology investments, both present and future. He has also worked with many clients to apply the Center of Excellence (COE) approach to enterprise delivery of content services, offering a deep understanding of both the technology and non-technology aspects of the COE concept. Jeff has 19 years of experience in business strategy and information technology. Before joining Doculabs, he was president of Mindstep Corporation, a technology consulting firm specializing in web-based business applications and content-management-enabled intranets and web sites. B.A. Applied Technology, DePaul University
I enjoy reading the complete works of Shakespeare in Icelandic. Backwards. In the dark.

Tom Roberts

Principal Consultant

Tom works with organizations that seek to use content management technologies to help them achieve their business goals. He brings more than 22 years of experience in business technology, focused on developing and delivering strategic plans and roadmaps to help Doculabs’ clients improve their enterprise content management (ECM) capabilities to create competitive advantage. He has consulted for clients in a wide range of industries, with a strong focus on the insurance and financial services industries. He is particularly knowledgeable of end-user requirements for ECM solutions and brings skill in defining requirements for organizations seeking to use these solutions for business benefit. He also understands the considerations involved in ECM portfolio rationalization and has worked to assist several global organizations in their system consolidation initiatives. Tom is also an expert in the document composition market and applications, and brings a deep understanding of the role of these technologies in customer communications, particularly for organizations that seek to use these tools for multi-channel delivery. Before joining Doculabs, Tom was a Consultant and Senior Project Manager for Advantech Solutions, a technology consultancy. Previously, he spent 21 years in operations and information technology leadership positions in various divisions of Allstate Insurance Company. B.S., Business Administration, Management Information Systems (minor), Michigan Technological University
I was an astronaut in a previous life. Just don't call me Major Tom, though.

Jim Polka

Principal Consultant

Jim is a business strategy professional with more than 9 years of experience in strategic planning, financial analysis, and business process analysis. He works with clients to help them improve their management of information, developing strategies to address the organization and lifecycle management of enterprise content and helping clients understand the change management requirements as well as the costs and benefits of information management initiatives. Among Jim’s areas of expertise are technology selection, business case development, strategic planning and analysis, with particular knowledge of ECM technologies and requirements. He also has significant experience with IT operations, from requirements documentation and project management, to vendor management, roadmap development, user acceptance testing, and application development and quality. Before joining Doculabs, Jim directed product technology strategy for Kaplan University, a division of Kaplan, Inc., a provider of higher education and professional training. Prior to Kaplan, he served as Quality Assurance Lead for the Business Solutions Group at Willis Group, a global risk advisory firm. MBA, University of Chicago, Booth School of Business; BA, University of Pennsylvania, Theatre Arts, International Relations
I know it's only rock and roll. But I like it.

Matt McClelland

Principal Consultant

Matt is a principal consultant on Doculabs’ team of security and information management consulting specialists. He understands the critical link between information management and security, and how they impact the protection of sensitive data. He has deep experience in the development of corporate information governance strategies for structured and unstructured data, having developed programs in information governance, e-discovery, enterprise content management (ECM), records management, and content analytics. As a consultant in Doculabs’ Information Security practice, he works with clients to conduct content and access controls scans of business-critical repositories, and develops client-specific data disposition plans for legally defensible cleanup and migration of business content, as well as remediation workplans for executing on these initiatives. Matt’s professional background includes software development and big data analytics, focusing on data protection. Before joining Doculabs, Matt spent 10 years in information management roles at Blue Cross Blue Shield of North Carolina, most recently as manager of the organization’s Information Governance Office, leading projects ranging from traditional records management, to e-discovery and litigation research, as well as enterprise search strategy and file analytics and taxonomy. Matt is an Advisory Board member of the Information Governance Initiative (IGI), AIIM, and ARMA. B.A., Mathematics, Economics (minor), University of Virginia.
When I say I'm going to Carolina, it's not just in my mind.

Lane Severson

Practice Leader, West Coast

Lane is a Practice Leader in Enterprise Information Management at Doculabs, working with Doculabs’ West Coast clients and prospective clients to help them align their technology investments to support business goals and drive value for the enterprise. His responsibilities include managing client relationships and coordinating delivery of Doculabs’ consulting services to help ensure high-quality engagements. He also works to identify opportunities and assist in the development and positioning of new service offerings, and helps to grow the Doculabs brand with social media, event management, and the development of partnership relationships. In addition, Lane works to cultivate industry thought leadership, writing on technology issues related to enterprise information management on the Doculabs blog, as well as for online industry venues such as CMSWire. Lane has more than 10 years of experience in the information management industry. Prior to joining Doculabs, he was Business Development Manager at Clover Technology Group, an international imaging supplies manufacturer. Previously, he worked as a Business Solutions Analyst for InnoSource Business Solutions, a scanning and document management organization. B.A., Judson College, History/Communication; M.A., Wheaton College, General Theology
Don't expect to see me dressing like this every day. (I borrowed the pocket square from Dr. Shepley.)

Brian Johnson

Practice Leader, Financial Services

Brian is Doculabs’ Practice Leader for accounts in the financial services industry, with a particular focus on mutual funds companies. He works with clients to help them optimize their operations by improving their capabilities for information management and collaboration, helping them identify ways of using enterprise information management technologies to support business goals. At Doculabs, Brian manages client relationships and works with project teams to coordinate delivery of Doculabs’ consulting services, helping to leverage Doculabs’ expertise and ensure client value. He is also responsible for identifying new opportunities and for working with sales and delivery teams to develop and position new service offerings. Brian is actively involved in Doculabs’ social media outreach and event management and in the development of Doculabs’ quarterly client newsletter. Brian has more than 6 years of experience in the information management industry, with extensive experience with clients in the financial services sector. Prior to joining Doculabs, he was Business Development Manager at Salesforce.com, a leading provider of customer relationship management software solutions. Previously, he worked as a Senior Sales Representative for Service Source International, a service revenue management firm. B.A., Economics, University of Colorado at Boulder
I'm so tall, I can see what is going on the next floor. Honest.

Amy Smith

Digital Marketing Manager

Amy Smith brings 20 years of marketing experience to Doculabs. Her focus has shifted in recent years toward digital marketing and the brand experience. As a brand experience professional, Amy drives growth by analyzing and optimizing experiences throughout brand and product interactions. At Doculabs, Amy is responsible for the development of the digital marketing strategy, with an emphasis on inbound marketing programs and improvements to web and brand experiences. Among other platforms, she keeps Google Analytics, HotJar, WordPress and HubSpot in her daily toolbelt. Prior to joining Doculabs, Amy managed inbound marketing programs for West Corporation, served as UX strategist for PhoneTree, and marketing strategist for Kilpatrick Design. MBA, Gardner-Webb University; BA, Mass Communication - Advertising & Public Relations, Winston-Salem State University; UX Certification, Nielsen Norman Group (Dec. 2015), License #1011502.
And those who were seen dancing were thought to be insane by those who could not hear the music.

Jim Clouse

Graphic Designer

Jim is a graphic design professional with particular expertise in creating graphics for technical environments. In 8 years with the company, his primary responsibility has been to assist consultants in developing the graphics components for project deliverables. He collaborates with consultants on the project teams to conceptualize the graphic components required for each client and to execute the final design. He also works with Doculabs’ editorial staff to ensure consistency of project deliverables and adherence to Doculabs’ quality standards. Jim is a member of Doculabs’ marketing team, developing collateral, presentations, white papers, and supporting graphics to promote Doculabs’ innovative products and services. He is also responsible for ongoing maintenance of the Doculabs web site. Prior to joining Doculabs, Jim worked as a graphic designer and technical illustrator for Motorola. On a freelance basis, he has also collaborated in the development of online technical education courseware. BFA, Murray State University, Kentucky
I have more than 100 tattoos that litter my body. It's exciting to know I have mad tats.

Angela Alexander

Office Manager and Accounting Manager

Angela serves in dual roles as Doculabs’ Office Manager and Accounting Manager. As Office Manager, Angela’s responsibilities include managing calendar and travel arrangements for C-level executives, coordinating space, office organization, and office operations. She also reviews, tracks and prepares budgets, and maintains Doculabs’ records and databases. In her capacity as Doculabs’ Accounting Manager, Angela manages the company’s daily accounting activities, including posting and maintenance of general ledger accounts, payroll transactions, accounts payable, and general ledger adjustments. Her accounting responsibilities also include preparing for audit inquiries and providing financial analysis statements, including monthly balance sheets, income statements, cash flow statements, and actual-to-budget and last-year variance analysis. Angela has more than 20 years of experience in office administration, assuming responsibility for Doculabs’ accounting function in 2007. She previously worked in administrative positions at Chicago’s Near West Side Community Development Corporation, DynCorp (United States Coast Guard), and William Moorehead & Associates. Finance and Accounting for Non-financial Professionals, DePaul University; MFA, Spalding University; B.A., Liberal Arts, Columbia College
I can lift more than 500 pounds using only my right thumb.