Tag Archives | IIAR Best Practices Paper

IIAR Best Practices Webinar: Strategic Analyst Tiering For Digital Business

This new IIAR Best Practices Paper will be resented by Susan Galer (@smgaler, LinkedIn) in an IIAR Webinar moderated by Ludovic LeforestierLinkedIn @lludovic), Bearing Point and IIAR Board, this how-to webinar is designed to go beyond textbook best practices, providing step-by- step techniques you can put in place immediately to:susan-galer

  • cut through the noise and determine which analysts really matter to your company
  • forge ahead even when you don’t have a business plan from internal stakeholders
  • match your organization’s objectives to the analyst’s true scope of influence
  • answer hard questions to bridge the gap between expectations and reality

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Want to write an IIAR white paper? Need help in getting it down on paper?

Ludovic and Ani hard at work

Writing buddies at work

IIAR Writing Buddy Scheme

Do you want to write an IIAR white paper, but don’t have the time or resources to work on a piece by yourself? Are you looking for a writing buddy?

The IIAR has built a large library of white papers, but there is room for more.

In an effort to encourage the further sharing and dissemination of knowledge about AR practices, the IIAR has now put in place a ‘writing buddy’ scheme to help IIAR members publish papers on some aspect of AR practice. Continue Reading →

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IIAR Best Practice Paper: AR Maturity Model, Peggy O’Neil

Here’s a little quizz on how mature is your analyst relation practice. Ready to be surprised?

 

  1. How often are you surprised by an important analyst report impacting your company?

    1. All the time, my life sucks.

    2. Every now and then my morning is ruined.

    3. Not often, sometimes a peripheral analyst will write something unexpected without checking in.

    4. It would be unusual, as my analysts know I’m a maniac about draft review and I’m pestering them all the time about coverage anyway.

    5. Seldom, as I have good visibility into their research agendas, and in fact I suggested the last two report topics for my key analysts. Continue Reading →

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IIAR Best Practice Paper: Who are industry analysts and what do they do?

IIAR Best Practice Paper: who are the analysts and what do they do?Both seasoned analysts and AR professionals love a debate – no doubt that’s why they work in this industry! Conversations about the nature of influence, analysts versus bloggers, the role of analysts in buying decisions, whether independent analysts can truly ever be independent will no doubt run and run. They can make it hard for newcomers however, who could be forgiven for wondering what the fuss is all about.

With this in mind, the IIAR is releasing a primer on the analyst industry. Continue Reading →

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IIAR Best Practice Paper: Plan your analyst relations programme with the AR Compass, by Charmaine Chan and Ludovic Leforestier

The AR CompassOne of the main issues of AR professionals is often the lack of focus or the wrong priorities for their AR programme.  This IIAR Best Practice Paper: Plan your analyst relations programme with the AR Compass by Charmaine Chan and Ludovic Leforestier covers this aspect. The AR Compass is a framework to uncover business goals and align your AR programme to those goals.  Continue Reading →

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[Guest Post] Maximizing the impact of an analyst briefing

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

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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Why and how should you tier the analysts?

This was a question asked on the new Forrester AR community, so I thought I’d point readers to some older conversations where that topic was pretty much nailed.

1. IMHO, tiering should be at the individual analyst level and not at the firm. Read my comment here:
http://sagecircle.wordpress.com/2009/11/10/gartner-and-forrester-are-not-tier-1/

2. Still IMHO and still in that comment I made the point that tiering should be related to the AR plan objectives.

Read also the conversation here:
http://technobabble2dot0.wordpress.com/2007/04/27/what-makes-a-tier-1-analyst/

Finally, there’s an IIAR Best Practices Paper – A New Foundational Approach to Analyst Tiering « The IIAR Blog (IIAR membership required).

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IIAR Discussion Group: IIAR Best Practices Paper “Making The Case for AR”

This teleconference features the Analyst Strategy Group (ASG) and is scheduled for Thursday, June 10th from 16:00 to 17:00 BST/11:00 EST/8:00 PDT. Tom Ryan, Partner and Chief Research Officer (LinkedIn) and Rob at ASG will share their insights on Making The Case for AR.

Over the past eighteen months, most companies have been seriously affected by the global economic recession. In many cases, budgets across all departments have been trimmed to the bone; but Analyst Relations (AR) programs seem to have been particularly hard hit. Increasingly, AR teams are asking:

– What can we do to keep at least the base of our budget intact?

– How can I defend my AR budget?

– How do I make the case for AR?

The IIAR Best Practices Paper, “Making the Case for Analyst Relations,” by Tom Ryan (@tom_asg  LinkedIn) and Rob Kolokousis (@rob_ASGLinkedIn) identifies the four principles for building solid executive-level sponsorship for your AR program. Continue Reading →

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Latest IIAR Best Practice Paper – Making the Case for Analyst Relations

By Thomas Ryan (LinkedIn)

Over the past eighteen months, most companies have been seriously affected by the global economic recession. In many cases, budgets across all departments have been trimmed to the bone; but Analyst Relations (AR)  programs seem to have been particularly hard hit. Increasingly, AR teams are asking:

  • What can we do to keep at least the base of our budget intact?
  • How can I defend my AR budget?

or more generally,

  • How do I make the case for AR?

The IIAR’s latest Best Practice Paper, “Making the Case for Analyst Relations,” identifies the four principles for building solid executive-level sponsorship for your AR program.  Each principle is explored in terms of how AR programs today are effectively – and ineffectively – applying the principle’s key elements.  Examples from successful AR programs are provided to illustrate how each principle can be adapted to your organization’s culture, objectives, and expectations. Continue Reading →

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Latest IIAR Best Practices Paper – A New Foundational Approach to Analyst Tiering

By Susan Galer (@smgaler, LinkedIn)

Everyone knows the industry analyst relations landscape has changed with firm consolidations, resultant influencer moves and content proliferation across an explosion of new channels. In a headlong rush to understand and exploit this new world, it’s easy to get reactive and lose focus on what really matters: having the right information to make the right decisions about working in the best way with analysts most relevant to an organization’s business objectives.

The IIAR’s latest Best Practices Paper, “Beyond Best Practices: Industry Analyst Tiering for Business in the Real Word,” sheds some light on a new foundational approach to sort out which analysts matter to a company, and develop a rationale for optimal engagement strategies. As the title suggested, this paper goes beyond traditional best practices to offer a step by step guide for navigating the industry analyst community in the context of real world challenges. It’s designed to help teams get the in-depth knowledge needed for accurate decision-making about who to engage with and why. Included are answers and suggestions for handling difficult situations thereby mapping advice to situations faced every day.

In many ways, analyst tiering is foundational to industry analyst relations program success. Armed with information about who analysts are and how they form opinions, practitioners can figure out how to work together for mutual advantage. When done correctly, analyst tiering positions the industry analyst relations team as trusted advisors, and lays the groundwork for relationship building to achieve organizational success. We welcome your thoughts and feedback on this important topic.

 

IIAR members can access this paper on our extranet: Industry Analyst Tiering for Business in the Real World

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New IIAR Best Practices Paper on AR Measurement

With AR budgets ever under pressure and AR as a discipline moving increasingly towards a shared-risk/rewards engagement model with the analysts, what should AR measurement look like? Is there still a place for measuring pure operational activity or should the AR community be looking more towards demonstrating its strategic contribution to the business, and measuring real impact on the sales cycle?

This new IIAR Best Practices paper by Ellie Warner (LinkedIn@elliewarner) provides plenty of vendor and service provider examples, tips and food for thought for AR professionals wanting to build or improve their AR measurement programs. Available to IIAR members to download free-of-charge from the IIAR website at www.analystrelations.org it can be viewed and downloaded by going to Library -> Best Practice White Papers and Teleconferences -> White Papers.

The link for IIAR members is http://is.gd/hMXng.

Should we be asking the analyst community, or is it up to us to define our picture of success? Operational or outcome-based: what does your AR measurement program look like? What best practices would you like to share with your peers?

 

 

 

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New IIAR Best Practices paper about escalating research disagreements available

The latest IIAR Best Practices paper is out – “Best Practices for Escalating Research Disagreements” reviews techniques and tips for avoiding and escalating disagreements over research. It includes interviews with AR practitioners and briefly outlines the escalation processes for Gartner, Forrester, IDC and Ovum.

The paper is available to IIAR members to download free-of-charge from the IIAR website at www.analystrelations.org. To view and download, go to Library -> IIAR Best Practice Library -> Dealing with Analyst Issues (here).

What are your views on escalating research? Do most AR managers have experience in this area? Or is it something you learn on the job, trial by fire?

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IIAR publishes Best Practice Paper on Managing the Gartner MQ

Today the IIAR published my Best Practice Paper titled: “Managing the Gartner Magic Quadrant: a tool for analyst relations managers.”  The paper is free for all IIAR members and can be found in the Library section of the IIAR extranet.  In it, I discuss and give recommendations on the key stages of the Magic Quadrant and how to ensure you and your team are as prepared as you can be when the process begins; how to build internal support and manage expectations with your stakeholders; building the relationship with the relevant Gartner analyst; and providing customer references.

After I agreed to write an IIAR whitepaper about managing the Gartner MQ process I soon discovered that everyone has an opinion, in many cases an emotional one. In addition, I realised that the paper needed a focus or otherwise it could have easily been turned into a book. I will admit that I was selfish, that what guided me through the research and writing process was the question: what would have helped me in past situations working with the senior management at vendors? In the end, I aimed to create a pragmatic and useable document with sections that can be cut and pasted.

There’s so many people to thank for providing their insights and time. Moving forward I would like to keep writing about topics related to the MQs. I would welcome your comments, suggestions and stories (even under NDA).

IIAR members can read the full paper here > http://my.hdle.it/7601816

Related post: Gartner engages in debates on their blog

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International AR Best Practices: how to leverage all the good stuff out there

As a result of doing some research on International AR practices and gaining input during the January IIAR forum in London, the following paper on International Analyst Relations: Methodology and Best Practicesby Ellie Warner (LinkedIn@elliewarner)is now available to all IIAR members.

I was fortunate enough to be invited to attend and present at the IIAR Forum in London recently. One of the breakouts was on International AR. Even in the short time we had together, the kind of questions that were asked made me realize the advantages to be gained by documenting some of the more common best practices and methodologies for scaling AR efforts around the globe.

“So, how do you go about setting up country AR?”, “Which analyst-supported sales campaigns have had the most impact?” and “How can we ensure there is no overlap between the UK AR efforts and the corporate AR team?”

The discussion was inspiring.

Where do I start?

Working with AR services firms such as Intelligen, KCG, Lighthouse, Sage Circle and Sunesis is an obvious place to start. In addition, working to some kind of framework with defined stages and suggested best practices can be very effective, and take some of the pressure off overloaded AR practitioners

“International Analyst Relations: Methodology and Best Practices” (subscribers only) provides tons of usable material and ideas. There is no right or wrong way to scale AR efforts globally, but some are more effective, less costly and more replicable than others. Leveraging best practices and replicating successful initiatives also makes good business sense, especially in these times where budgets and resources are under more pressure than ever before.

What do you think?

Tell us what your experience of international AR is if you’re analyst or an AR professional. Would this fit into your company model and culture? Have you similar ideas you would like to share?

For comments and input, please contact ewarner -at- analystrelations -dot- org.

Why do International Analyst Relations matter? (subscribers only) looks at the business benefits and drivers for International AR in a separate white paper, also available to IIAR members.

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IIAR research highlights importance of International AR

As a result of doing some research on International AR practices and gaining input during the January IIAR forum in London, the following paper onWhy do International Analyst Relations matter? (subscribers only) is now available to all IIAR members.

As AR professionals, we all are familiar with the value and sales influence of industry analysts. It can sometimes be a hard sell internally, because for ethical reasons analysts do not speak about their end-user client engagements. But anecdotal evidence shows that IT analysts influence most, if not all, large deals

But can you articulate the value and business drivers of International AR?

How many of us can rattle off the main business benefits for complementing corporate AR with an International AR program? Do we know the most important business drivers for regional and country level AR? Do we all have visibility on the multiple ways in which analysts in Germany, India, Singapore, Brazil, and China are impacting vendor sales, marketing and strategy daily, not to mention the ways in which they influencing end user procurement decisions?

And most importantly, are our stakeholders aware of the potential negative impact on the sales pipeline by not having any global AR outreach?

Why do International Analyst Relations matter? aims to provide a balanced set of answers for all these questions, and more.

What do you think?

Tell us what your experience of international AR is if you’re analyst or an AR professional. Would this fit into your company model and culture? Have you similar ideas you would like to share?

For comments and input, please contact ewarner -at- analystrelations -dot- org.

Methodology and industry best practices for International AR is covered in a separate white paper, I’ll blog about this soon.

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