webassets/SteppingStonePartnerslogo.jpg

webassets/about_banner.jpg

webassets/clientworkingtogether.JPG

Sherri Dorfman founded Stepping Stone Partners and is the chief customer ambassador, leading client teams through projects.

Sherri Dorfman's Profile:
  • Has over 20 years of experience designing and developing information based offerings,
  • Transformed business strategies from "product" to "customer" centric,
  • Coached clients through the product, service and program development process working collaboratively with their customers, 
  • Led and participated in projects with cross functional client teams which included representatives from different customer touch points.

webassets/Sherribiopic.JPG

Sherri's Bio:

Experience
When launching Stepping Stone Partners in the Spring of 1998, Sherri Dorfman was determined to help companies build their business WITH their customers. Using the proprietary Direct Path methodology, she helps clients view their company from their customer's perspective (“outside in view”) and uses this insight to identify, define and prioritize revenue generating opportunities. Sherri has helped many high tech including healthcare technology companies make the right product and marketing investments.

Before starting Stepping Stone Partners, Sherri Dorfman was Vice President of Marketing at Family Education Company, where she was responsible for devising acquisition and retention strategies for site visitors and sponsors (partners) on this online parenting community.

Prior to Family Education Company, Sherri worked for Epsilon, a subsidiary of American Express, where she developed and implemented database marketing programs for Fortune 500 companies in the Financial Services, Retail, Travel and Publishing industries. Sherri's clients included The Tribune Corporation, CheckFree and BizTravel.

Earlier in her career, Sherri was in the Interactive Marketing Group at American Express, building their store on the on-line services such as Prodigy and CompuServe and experimenting with interactive television. While in the Retail Marketing group at American Express, she devised and launched programs targeting consumer and business customers of retailers.

Sherri gained extensive experience in the database-marketing arena while at General Electric Capital Corporation. As Director of Database Marketing, Sherri led the development of a marketing database which housed information on the private label cardholders. Sherri educated retailers, manufacturers and cataloguers about using this information to develop targeted direct marketing acquisition, loyalty and retention programs. She moved on to head up the Marketing Research department where she planned and ran both qualitative and quantitative research studies to understand consumer purchasing behavior and to capture feedback on proposed marketing programs. Her clients included QVC, Disney, Home Depot and Apple Computer.

Education
Sherri has a Bachelor of Science in Marketing from University of Pennsylvania's Wharton School, and an MBA in Management Information Systems from Drexel University. 

Affiliations
Over the past 10 years, Sherri has helped the Massachusetts Technology Leadership Council (was The Mass Software Council) by planning and running events for Marketing executives and she is on the Council's Healthcare Advisory Board. She is a member of the Boston Product Management Association. Sherri has written many articles on customer advisory programs for different marketing magazines and websites and has moderated panels for conferences on innovating with customers.

Five years ago, Sherri developed an intergenerational program for Sunrise Assisted Living and manages their monthly activities with her daughter to bring elementary students and seniors together.

Healthcare Technology Expertise

Services




 

Stepping Stone Partners, 169 School Street, Wayland, MA 01778, 508-655-6585