Previous Client

Return to Sector or view our Current Clients.

Untitled Document

GlobalWise Investments, Inc. (GWIV)

GlobalWise Investments, Inc. (GWIV), via wholly-owned subsidiary Intellinetics, Inc., is a leading-edge technology company focused on Enterprise Content Management (ECM) solutions for the digital age. The ECM industry continues to grow rapidly as a result of unrestricted proliferation of digital content within today's business environment. Leveraging its proprietary cloud-based computing software, GlobalWise is poised to capture a significant market share of this burgeoning industry.

GlobalWise's ECM service is delivered to customers via five unique delivery models which cover the spectrum of business needs: Cloud/Saas (Software as a Service), Hardware Vendor Integrated Service, Software Vendor Integrated Service, Premise (Client-Server), Hybrid (Premise & Cloud/Saas).This diversity gives advanced security & privacy features with an on-demand structure needed for large Tier 3 and Tier 4 businesses that are currently underserved by the market.

The Intellinetics platform defines a new industry benchmark and game-changing approach by combining advanced virtualization & automated content management with an open and service-oriented architecture using web services. The company provides strategies, tactics, and technologies used to manage paper and digital assets from capture to long-term archive, without the need for manual processes conducted by a full time employee.

GlobalWise's management boasts a combined total of over 150 years in ECM leadership and industry experience. The ECM industry is expected to exceed $5.1 billion by 2013 with Gartner predicting a compound annual growth rate of 9.5%. IBM Market Insights predicts adoption of cloud computing to grow by 26% CAGR between 2010 through 2013. Leveraging management and key department heads, Intellinetics has a strong foundation from which to capture significant market share within the lucrative $149 billion Business Software & Services industry.

Company Contact
GlobalWise Investments
2190 Dividend Drive
Columbus, OH 43228

Investor Relations
3370 N. Hayden Rd.
Scottsdale, AZ. 85251

Key Advantages
Rapidly Growing Industry
Recognized Market Leader
Substantial Productivity Gains

Industry: Technology
Sector: Cloud-Based Computing
Sub-industry: Business Products & Services

Share Information

William J. "BJ" Santiago, President & CEO
BJ has more than 20 years of senior executive-level management experience with an emphasis in sales, operations and M&A activities in the public and private sectors. During his previous tenure at Lexmark, BJ was hand selected in 2008 by the Lexmark CEO to launch and lead all operations for the newly formed Content Management Sales Practices for North America, which was using the Intellinetics platform. Through this business venture, Intellinetics recognized his ability as an ECM industry thought leader. From here, he became a natural catalyst for Intellinetics' business development and strategy. BJ also served eight years as a United States Army Infantry Officer and is a veteran of Operation Desert Storm.

Matthew Chretien, EVP & Chief Technology Officer
Matthew is a co-founder of Intellinetics and a strategic entrepreneur backed by more than 20 years of experience in technology sales, consulting and software product life cycle management within the aerospace, public safety, government and select commercial markets. After graduating from The Ohio State University with an engineering degree in 1990, he spent two years in the Fisher College of Business Doctoral Program at Ohio State in computer science to work on his Ph.D. During this period, Matthew discovered his research would be far too narrow to satisfy his interests and ultimately co-founded Intellinetics in 1994.

Michael Chretien, VP & Corporate Counsel
Michael is a co-founder of Intellinetics. After graduating from the University of Massachusetts with a Bachelor of Arts in economics in 1961, he joined the United States Marine Corps and retired in 1965 as a 1st Lieutenant. Michael continued to serve his country for 26 years in law enforcement and foreign counter intelligence. After retirement from government service, he continued his career in the law enforcement field by studying for his Juris Doctorate and was awarded a law degree from Capital University Law School in 1991. Michael's next move was founding Intellinetics with his son Matthew using his law enforcement background as a client resource to consult and assist with document storage and various other IT-related solutions.

Thomas D. Moss, Chief Software Engineer
Tom is a co-founder of Intellinetics and director of the company's software research and development efforts. He boasts 20 years of expertise in database application design and document imaging software technologies, and has earned both a mathematics degree and a computer science degree at the University of Wisconsin.

Michael A. Beck, Director of Operations
Mike brings to Intellinetics 17 years of IT experience, including IT management, hands on technical experience, departmental management, staff development, budget development and management, network design, large-scale project management, creation of a new IT telecommunications department, contract negotiations, vendor management and technology migrations. Mike has proven his ability to consistently bring projects in on time and within budget.

Neil C. Campbell, Director of Software Products Group
Neil has 16 years of experience in the IT field with an emphasis in infrastructure design, software architecture and productivity improvement solutions. Neil spent 11 years at Abbott Laboratories with focus on manufacturing IT operations and warehouse management systems before he joined Intellinetics as a project manager in fall of 2006. Neil was promoted to Director of Software products in 2008, where he currently contributes visionary leadership, thoughtful interpretation, diagnosis and resolution to complex business issues facing companies today and in the future. Neil holds a bachelor's degree from The Ohio University and industry certifications from Microsoft, Cisco, Extreme Networks, HP, Dell, Marathon Technologies and IBM.

Jim Perry, Director of Business Development
Jim has more than 15 years of executive sales and marketing experience providing Electronic Content Management (ECM), workflow and advanced data capture solutions to the healthcare, government and insurance markets. Jim previously served as a Senior Account Executive for ImageSoft, Inc. where he was responsible for developing and selling ECM solutions to the healthcare, government, manufacturing and insurance markets. Jim was personally responsible for innovating and developing a marketing plan for the healthcare vertical market that resulted in ImageSoft being recognized in 2008 as No. 1 of more than 200 reseller integrators of OnBase ECM Software in the United States.

Bob Peterson, Director of Business Development
Bob has over 20 years of senior management experience with an emphasis in channel sales, business development and marketing. Bob has most recently been the Director of Healthcare for Seneca, a market leader with a wide range of products, engineering and software services. At Intellinetics, Bob will continue to partner with Seneca, working together to jointly develop various strategic partners. Bob was a VP of Sales and Marketing at Optio Software, a leader in Electronic Document Management and Information optimization used in healthcare, government and commercial markets. Bob's team developed and successfully marketed an Electronic Document Management solution that successfully lowered cost and increased efficiency for hospitals and helped meet HIPPA requirements, JACOH standards and enhanced Electronic Medical Record implementations.


Additional Resources


The QualityStocks

Read the articles covering the biggest movers in the markets today.



Get answers to your questions about investing in Small-Cap / Micro-Cap Stocks markets.


The QualityStocks Daily

Go back to see our previous newsletters and find out what you might have missed.