FormativGroup was created with the belief that every company deserves to reap the full benefits of their technology. No compromising, no settling for a one-size-fits-all solution. We are the only consultancy purposely designed to help mid-market organizations unlock the full power of their data across their technology and business ecosystem(s).
Our priorities are building application solutions, establishing dynamic workflows, and ensuring the right data is available when and where it’s needed.
And we see clients as partners, taking our time to learn each of their unique needs, offering thoughtful guidance and execution to deliver data architecture and application solutions that deliver against what they want to accomplish today and tomorrow.
We create stronger, more effective partnerships to deliver the best results.
Chief Executive Officer
Chief Financial Officer
Chief Marketing Officer
Executive Director, Business Transformation
Since the March 2025 launch of the FormativGroup, a few very important market developments have accelerated. First, the structured and unstructured data captured and lost within our client environments has exponentially increased…they key word is ‘lost’ where access, integration, and processing of customer, product, logistics, regulatory, and leverage-able business insights has continued to be unfound. Secondly, most continue to struggle with workflow integration across the enterprise applications environments in place, regardless of SaaS and Cloud solutions. Lastly, innovation-based consulting firms serving the middle market have been acquired very quickly to fill the gaps in the large system integrators and consultancies. This leaves the middle market and emerging enterprise market with less-than-ideal solution partners.
At FormativGroup, we have invested and integrated capabilities in the data architecture, strategy, and platform space, in addition to bolstering our skills and experiences in the business applications space. We continue to focus on the right-sized solutions for our emerging and middle market clients. Most importantly, Innovation lives here.
We look forward to learning and engaging with you… our clients, partners, and alliances.
— Gene Chao, Chief Executive Officer
Gene Chao is the Chief Executive of FormativGroup, specializing in creating and scaling technology consulting and solutions businesses at scale. He has vast experience across artificial intelligence platforms, hyperautomation, and next gen applications informed by a strong background in corporate growth and development with a focus on cybersecurity imperatives. Gene has previously held titles such as executive-in-residence, Chief Growth Officer, and Executive Committee member at amelia.ai, IBM, Unisys, CSC, Hewlett Packard, and Accenture. Gene also resides on the Board of Directors of CyberAB, the accreditation body of US Federal and Department of Defense cybersecurity imperatives. He holds a B.S. in business administration & finance from the State University of New York-Buffalo, and has also completed Executive International Business Management coursework at the University of Pretoria-Gordon Institute of Business Science (GIBS) in Johannesburg, South Africa.
As CFO of FormativGroup, Charles Miller draws on extensive experience guiding technology firms through growth and enterprise value expansion leading to successful exits. He has over 25 years of experience across CFO, COO, and VP positions in the software and technology space in both public and private equity-backed enterprises with responsibilities for reporting, accounting policy application, and M&A integration. Charles holds M.B.A. and B.S. degrees from Rutgers University.
Rachel McClary, PhD is a senior executive and strategic marketing leader with deep experience driving growth, brand transformation, and go-to-market excellence for global technology organizations. She has served as Chief Marketing Officer for multiple enterprise companies, including Imprivata and Arcserve, leading worldwide marketing, positioning, and demand strategies. Rachel brings a strong advisory perspective shaped by executive leadership roles across organizations such as Diebold Nixdorf, Hewlett-Packard, EMC, as well as several advisory boards. She holds a PhD in Decision Science, an MBA from Colorado State University, and a BA in International Affairs and German from the University of New Hampshire.
Chris Oliver - Executive Director, Business Transformation
Chris Oliver is a global growth executive with more than two decades of experience accelerating growth, shaping strategy, and driving enterprise transformation across technology organizations. Most recently, he served as Senior Vice President and Global Head of Strategy & Business Development at Iron Mountain (NYSE: IRM), where he rebuilt the corporate strategy and M&A function. Prior to Iron Mountain, Chris served as Executive Vice President of Corporate Strategy and M&A at Pluralsight, Inc., where he shaped the growth agenda for one of the world’s leading technology workforce development platforms. He has also held senior leadership roles at IBM, Presidio Inc., Hewlett-Packard, and NTT. Chris holds an MBA from Yale University and an AB in Public Policy Analysis from Brown University.
