I first need to start this post with an apology to Merv, as I’ve kept calling him Adrian -it’s probably that it sounded more like a first name than Merv to my little French brain. So, apologies Adrian Merv!
Anyway, Merv started a poll on should AR Provide Soft Copies of Briefing Content? and asked me to relay this. I thought the question is interesting.
I always send the decks in PDF, because it’s a more open format than .ppt or .pptx -an old habit I got at IBM since no one could read Freelance decks. It’s also much smaller, which avoids getting flame mails from analysts on the move -I know this shows my age by I remember a conversation with an analyst stuck in Italy and trying to download 1 meg email (it was a lot of bytes a the time) over a 32 bauds connection. Even if the ubiquity of WiFi changed quite a lot of things (including removing the need to travel with screwdrivers to connect to telephone socket in Italian hotels…), sending an 8 MB deck isn’t well received by analysts who travel a lot. Oh, and I always send them in advance to let the analyst prepare, ask him/her if she/he has specific questions and suggest my spokespersons to frame the briefing and plan for 20-40 mn of content per 60 mn slot to avoid death-by-Powerpoint. Obviously, some spokespersons don’t comply and that’s the life of an AR manager 🙁
Merv also mentions that AR like the fact PDF can’t be changed, that’s also a point: it’s easier to send the PDF and then if the analyst needs a graphic, let him/her request it and then make sure that it’s employed correctly. Briefing decks aren’t always checked by Legal, etc, and AR needs to make sure anything can be reused. PDF’ing a deck also removes the speaker notes, which are often not in synch or updated with new decks and my contain unwanted information.
This leaves the problem of making notes on a deck, in electronic format that is. Annotating a PDF using the full-Acrobat is a good solution but some comments on Merv’s post point that analysts like to past a deck structure into a word processor and start draft a research note this way.
But what about webcasts?
Turning the problem the other way around, why don’t the analyst provide their research as a Wiki that can be updated, where you could see different contributions including vendor reviews? There would be many issues associated with this idea but I thought it’s worth a debate?