Archive | AR briefing tips

Wrap-up: IIAR Germany 2018 kick-off

IIAR German Chapter meeting at Restaurant Ella, MunichA few inches of snow in the deep midwinter in Munich didn’t stop the 2018 IIAR German chapter kick-off from going ahead, with six intrepid AR professionals getting together to exchange news, views and the occasional snippet of gossip – under Chatham House rules, of course.

Hosted by IIAR Germany chapter leads Yvonne Kaupp (@YveKauppLinkedIn) and Simon Jones (@simondestrierLinkedIn), the networking event was focused on the topic of “how to run an effective inquiry”, with IIAR members and guests (our “prospective members”) sharing best practice and experiences. One point which came through loud and clear is that everyone is nervous about running their first analyst inquiry calls – usually related to having enough questions to ask in a 30-minute call. Continue Reading →

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[GUEST POST] What is your product and what does it do? by Adrian Sanabria / Threatcare

Adrian Sanabria / Threatcare, guest post author on the IIAR websiteThis post by Adrian Sanabria / Threatcare (@sawaba, LinkedIn) was first published here on his blog.

 

Lessons I learned trying to make the most of vendor briefings

I’ve always been a sort of ‘cut-to-the-chase’ kind of guy. I’m self-taught when it comes to security and technology. Over the years, I’ve learned how to skim through a book, article or website to extract the important information. Sometimes I’m just trying to figure out how to do something, or I’m looking for an answer to a specific question.

Just tell me what time it is, I don’t need to know how atomic time clock frequency standards work.

Conversely, I also have an appreciation for context and a good story — as long as you eventually get to the point.

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[GUEST POST] Analyst Briefings: The Delicate Business of Client References, by Vicki Jenkins / Nelson Hal

Vicki Jenkins / NelsonHallBy Vicki Jenkins / Nelson Hall (LinkedIn@VickiJ_NH). 

This is the fourth in a series of blogs for AR professionals containing tips and pointers on how to optimize the relationship between AR and industry analysts. Here I take a look at using client references and case studies in the briefing process.

Quite often, participating in an analyst report requires providing client references as part of the briefing process, and in the area of outsourcing these can be rather difficult to secure. It is important to develop relationships with your sales and client services teams and to let them know about upcoming analyst reports that will require references so they can assist you without it being a fire drill. Knowing that references are required well in advance also enables your colleagues to select references appropriately, and avoid overusing certain clients where they are handling multiple requests for the client’s time. Continue Reading →

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[GUEST POST] Analyst Briefings: Preparing for Success, by Vicki Jenkins / Nelson Hall

By Vicki Jenkins / Nelson Hall (LinkedIn@VickiJ_NH) Vicki Jenkins / NelsonHall

This is the third in a series of blogs for AR professionals containing tips and pointers on how to optimize the relationship between AR and industry analysts. Here I take a more detailed look at preparing for analyst briefings.

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[GUEST POST] Analyst Briefings: Are you a Strategic Team Member or the Note-Taker? by Vicki Jenkins / NelsonHall

Vicki Jenkins / NelsonHallBy Vicki Jenkins / NelsonHall  (LinkedIn,  @VickiJ_NH).

This is the second in a series of blogs for AR professionals containing tips and pointers on how to optimize the relationship between AR and industry analysts. Here I take a look at the role of AR in the briefing process.

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[GUEST POST] Key Requirements for Vendors When Briefing Software Analysts, by Natalie Petouhoff / Constellation

Natalie Petouhoff / Constellation (IIAR)By Natalie Petouhoff (@drnatalie, LinkedIn) from Constellation Research.

In any given week, analysts hear many pitches. What may not be apparent is “How engaged is the analyst?” So if you are a vendor, how do you engage an analyst? First, don’t be one of those people who is more interested in getting through all your slides in the short period of time you have with the analyst versus really having an engaging conversation with the analyst. Continue Reading →

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[GUEST POST] Maximizing the impact of an analyst briefing – 2 of 2 by Richard Stiennon / IT-Harvest

 By: Richard Stiennon, Chief Research Analyst at IT-Harvest and a former VP of Research at Gartner

The second of a two-part blog on ’Maximizing the impact of an analyst briefing’. This is an adapted excerpt from Richard Stiennon’s book – Up and to the RIGHT: Strategy and Tactics of Analyst Influence. You can read part 1 here. The IIAR will be holding a webinar with Richard on October 4th to hear more about his book and IIAR members wishing to buy his book will receive a 50% discount.

Build a relationship

Every interaction with the analyst builds on your relationship but the briefing is a structured opportunity to establish a communication bond. It is important to identify who is going to represent the company to the analyst.  Contact consistency is key. If a different person briefs the analyst each time, they are not going to know anyone at your company at all. There are two separate bonds to create. The bond with the AR/PR person and the bond with the product person. Continue Reading →

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[GUEST POST] Maximizing the impact of an analyst briefing, by Richard Stiennon / IT-Harvest

By Richard Stiennon, Chief Research Analyst at IT-Harvest and a former VP of Research at Gartner (LinkedIn, @rstiennon)

In a two-part blog, the IIAR will be publishing an adapted excerpt from Richard Stiennon’s book – Up and to the RIGHT: Strategy and Tactics of Analyst Influence. In this post Richard provides some advice to AR pros on ‘Maximizing the impact of an analyst briefing’. The IIAR will be holding a webinar with Richard on October 4th to hear more about his book and IIAR members wishing to buy his book will receive a 50% discount.

Most analyst firms, including Gartner, do not charge for analyst briefings. Savvy PR professionals take advantage of this to get early recognition of their clients. The analyst briefing is one of the most important ways to influence a vendor’s position in the all important Gartner Magic Quadrant. With Gartner, the vetting process is more stringent than for an inquiry, which is another opportunity to interact with key analysts but is reserved for paying clients.  You have to fill out a briefing request and send it in. You should know beforehand which analysts you want on the call; if you appeal to more than one, you may get several on the call. A briefing is a rare opportunity to get a full hour of an analyst’s time. Follow this guide to maximize the impact of your analyst briefings. Continue Reading →

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How to structure an analyst briefing?

Ludovic Leforestier - IIAR Board MemberJames McGovern (@mcgoverntheory, LinkedIn) asked here how to structure a briefing.

Before you actually get started, figure out what you’re trying to achieve. Simply “engaging” and “developing the relationship” or “outreach to analysts” aren’t AR tactics that deliver outcomes, it just conveys you’ve got no clue of what needle you’re trying to move. Check the AR Compass for some thoughts on analyst relations impact.

Here are some of the past posts on the IIAR blog that dealt with the subject (full list below):

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[GUEST POST] Vendors: suggestions to maximize briefing value, by Carol Rozwell / Gartner

Carol Rozwell from Gartner (blog, @CRozwell, bio) kindly allowed us to reproduce here her post on Vendors: suggestions to maximize briefing value. It neatly complement her peer Linda Rowan from IDC’s Briefing tips and best practices.

 

Last week, I was treated to a number of interesting vendor briefings, the most engaging of which was conducted in Second Life. But despite having the opportunity to view some innovative product offerings, I also had to contend with some frustrating vendor practices. In the spirit of helping vendors maximize the short time they have for a briefing with an analyst, I offer my list of five worst practices I wish vendors would curtail:
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[GUEST POST] Briefing tips and best practices from Lisa Rowan / IDC

Analyst PhotoOur guest post today is from Lisa Rowan (@lisarowan), IDC’s Program Director for HR, Learning and Talent Strategies.  Read on for Lisa’s tips for briefing analysts from the analyst perspective.

There are excellent resources available to assist the AR profession including IIAR but on this side of the briefing table, it seems like that advice is not universally followed. As analysts we get a steady stream of requests for our time and often for a first introduction. I’d say that for the most part this goes well but there are some tips I thought might be worth underscoring to make the briefings effective for you and the analyst. For a lot of you, these might seem obvious but trust me that I wouldn’t write these tips if there weren’t situations where these things occur.
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