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About Us

Business agility is a radically new way of working together that emphasizes productivity, flow, mindfulness and communication. We are uniquely qualified.

Business agility is a radically new way of working together that emphasizes productivity, flow, mindfulness and communication. We are uniquely qualified.

Dan montgomery

Dan Montgomery

Dan has been training, coaching and consulting in the areas of strategic planning, leadership development and balanced scorecard for the past 20 years. Prior to that he had a 15-year career in IT project management and early career experience in mental health counseling and HR. He has led strategy and balanced scorecard training courses in the U.S., Canada, and Middle East, and led the development of strategic plans for dozens of clients. His industry experience includes health care, technology, human services, higher education, natural products, utilities, government, financial services, social entrepreneurship, and construction.

Prior to founding Agile Strategies, Dan was Vice President of Professional Services for the Balanced Scorecard Institute and led the company’s consulting practice. He is co-author of The Institute Way: Simplify Strategic Planning and Management with the Balanced Scorecard (The Institute Press, Cary, NC, 2013). His previous professional consulting experience includes work with Accenture and Ernst & Young, as well as management positions in financial services, health care, and technology.

In parallel with his business career, Dan has been a student of yoga and mindfulness practices since his teens. This diversity of perspective informs a holistic, human centered point of view on how culture, leadership, technology and work process impact customer value and financial performance.

Dan has an MBA from the University of Colorado, as well as a Masters in Buddhist and Western Psychology from Naropa University, in Boulder, Colorado.

Beth marvel

Beth Marvel

A 30-year veteran in the software industry, Beth was an early adapter of agile software development methodologies, and actively participated in the industry transformation that resulted. She brings a seasoned implementation perspective to training, coaching, and management of agile strategy projects.

A graduate of Carnegie Mellon University, Beth began her career as a software scientist in the field of artificial intelligence. Applying this expertise to the domain of business rules, she has helped many clients organize business knowledge and improve business processes.

Beth is certified as both a Project Management Professional (PMP) and Scrum Master (CSM). She has worked with several technology startups, and her industry experience includes telecommunications, financial services, railroads, and factory modeling. Beth was co-founder of a successful software products and services company that optimizes train scheduling – serving Class I Railroads such as BNSF, CSX, Union Pacific, and Canadian National. Large clients have included IBM, U.S. Bank, Caterpillar, VMWare, US West, and Nationwide.

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