Archive | AR

[GUEST POST] What do I expect from an analyst firm?

Barry Rabkin / Market Insights Group

I’ve had the good fortune to be an insurance technology / insurance industry analyst since 1997. During that time, I’ve launched and led insurance technology advisory practices at The META Group, Financial Insights (IDC), and Ovum (an Informa Company). I also had the opportunity to work at Advisen doing the Front Page News and writing research reports on a variety of commercial property and casualty / risk management issues.

During the decades of analyst experience, I developed some opinions ( a shock, I realize) about what I expect from an analyst firm (and by extension, what I expect from analysts).

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IIAR> Monthly Meet-up Apr’21

IIAR> UK Chapter Hero image with Anja Steinmann and Tim O'Sullivan

Following on from our well attended IIAR> Webinar: Analyst Pet Peeves – Things AR Pros need to pay attention to, join us on Thursday 01 April 2021 for our monthly IIAR> virtual meet-up to discuss how we, as AR professionals, act on and operationalise the excellent insights provided by our analyst colleagues.

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IIAR> UK Chapter Hero image with Anja Steinmann and Tim O'Sullivan

Following on from our well attended IIAR> Webinar: Analyst Pet Peeves – Things AR Pros need to pay attention to, join us on Thursday 01 April 2021 for our monthly IIAR> virtual meet-up to discuss how we, as AR professionals, act on and operationalise the excellent insights provided by our analyst colleagues.

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IIAR> Webinar: Analyst Pet Peeves- Things AR Pros need to pay attention to

As a follow up to the IIAR> Awards 2020, we’ll be doing a deep dive with some of the top analysts in the industry to understand the most important qualities that analyst relations professionals should focus on and more importantly the pet peeves that AR pros MUST avoid.

IIAR> Webinar: Analyst Pet Peeves- Things AR Pros need to pay attention to; with  IIAR> Analyst of the Year 2020, Peter Marston  / Research Director Worldwide Intelligent Application Services, IDC Swapnil Bhatnagar Research Director, Avasant Nicholas McQuire, SVP & Head of Enterprise Research, CCS Insight, moderated by Aniruddho Mukherjee and Ludovic Leforestier / IIAR Board Members

The panel will feature

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[GUEST POST] Ode to the Solo Practitioners and Boutique Analyst Firms

Peggy O'Neil for the IIAR>

I recently caught up with an old friend who has been a solo practitioner analyst for decades. He was venting as only an analyst can about how too many analyst relations programs only deign to work with large traditional firms such as Gartner, IDC, etc. Boutique analyst firms and solo practitioners are frequently shunned by vendors who, while they might need to prioritize Gartner because of their unquestioned end user influence, have not reserved any bandwidth to work with the smaller outfits.

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IIAR> Monthly Meet-up Mar’21

Meetup with Anja Steinmann, Tim O’Sullivan and Yvonne Kaupp” width=”250″ height=”141″>Join us on Thursday 04 March 2021 for our monthly IIAR> virtual meet-up. This month we will focus our discussion on the Sourcing Advisors.

Don’t miss out on this opportunity to talk with fellow AR peers and to connect, network and share best practice around Analyst Relations.

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Meetup with Anja Steinmann, Tim O’Sullivan and Yvonne Kaupp” width=”250″ height=”141″>Join us on Thursday 04 March 2021 for our monthly IIAR> virtual meet-up. This month we will focus our discussion on the Sourcing Advisors.

Don’t miss out on this opportunity to talk with fellow AR peers and to connect, network and share best practice around Analyst Relations.

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Meetup with Anja Steinmann, Tim O’Sullivan and Yvonne Kaupp” width=”250″ height=”141″>Join us on Thursday 04 March 2021 for our monthly IIAR> virtual meet-up. This month we will focus our discussion on the Sourcing Advisors.

Don’t miss out on this opportunity to talk with fellow AR peers and to connect, network and share best practice around Analyst Relations.

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IIAR> Best Practices Paper: Building an effective AR plan

IIAR> Webinar: Building an effective AR plan to align analysts with your business goals

Sarita Kincaid, Robin Schaffer, Ludovic Leforestier - IIAR> Webinar

Our new IIAR> Best Practices Paper Building an effective AR plan to aligning analysts with your business goals will be presented by Sarita Kincaid (LinkedIn, @saritakAR), Robin Schaffer (LinkedIn, @robinjs19) and Ludovic Leforestier (@lludovic, LinkedIn).  

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[GUEST POST] How software vendors view analyst companies in 2021

By Dr. Thomas Mendel P.D., Managing Director Research In Action

Every year, Research In Action surveys 10,000+ enterprise IT and business decision makers in order to gain insights on strategy, investments and ongoing challenges of technology innovation in the IT and marketing automation realm. These surveys feed our Vendor Selection Matrix™ reports and give us access to a wealth of direct and unfiltered feedback from the buyers. It also helps us to understand how buying decisions are made in today’s business environment. For our internal strategic planning purposes, we also frequently survey this buyer community. In addition to that, around once every two years or so, we interview software vendors in our two primary focus areas, namely IT and marketing automation. This time, the results have proven to be of high interest to many people, so we decided to share them with you.

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IIAR> Best Practices Paper: Scaling AR Reach

This new IIAR> Best Practices Paper Scaling AR Reach: Connecting with the Long Tail is a Must for Your Influencer Strategy by Katie Webb (LinkedIn, @katiewebb) of Oracle and Ludovic Leforestier (@lludovic, LinkedIn) at Criteo and IIAR> Board Member is now available on the IIAR> Members Portal > link

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IIAR> Webinar: partnering with industry analysts for effective AR

As a follow up to the 2020 IIAR> Analyst Relations Awards, we’ll be doing a deep dive on The IIAR> 3R’s methodology, sharing an aggregate view on what hundreds of analysts said were the most important qualities they value most about AR professionals, and how you can leverage that feedback to deliver the most effective results for your stakeholders. 

Join us on February 4th at 0800-0900 PST / 1600-1700 GMT for an IIAR> Members interactive session hosted by Aniruddho Mukherjee (@aniruddho,LinkedIn) / IIAR> Board Member, and IIAR> Member, Stephanie Look  (@s_look, LinkedIn) / Google AR.

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[GUEST POST] Book Review: Schaffer’s guide to analyst relations transformation

Robin Schaffer (LinkedIn, @robinjs19)’s new book, Analysts on Analyst Relations: The SageCircle Guide, weaves the verbatim recommendations of dozens of veteran analysts into a powerful argument for AR teams to test out leading-edge AR activities, far beyond what passes for regular  AR best practice. Schaffer is a long-time AR leader: She and I are part of the Analyst Observatory at the University of Edinburgh, and Robin is US lead for Kea Company, whose SageCircle service published the book. The IIAR just nominated her agency, Schaffer AR, among the five best in the world: That award is an astonishing accomplishment because her firm is only months old.

Robin Schaffer’s new book, Analysts on Analyst Relations, from SageCircle

Given her experience and success, it’s no surprise that Schaffer has written a unique and educational book. It gives you a look into the world of analyst relations from the perspective of experienced analysts. Her book provides an insight into how companies can effectively use analysts to drive their business forward.

Duncan Chapple

Answering top analyst questions about your business can be a daunting task. This book shares insights not only from Schaffer, but also two successful AR book authors on how to shift analysts’ perceptions and use analysts to advance your business: AR grandfather Efrem Mallach, whose third edition of Win Them Over features an introduction by the IIAR’s Ludovic Leforrestier, and Kea Company CEO Sven Litke, my co-author of Influencer Relations: Insights on Analyst Value.

There are six ideas that I found especially engaging in the book. Whether you are new to AR or an experienced professional, you’ll learn:

  1. AR is not primarily about making analysts happy. Kevin Lucas, Forrester’s analyst serving AR professionals, notes how this point is strongly made in the introduction by Efrem Mallach.
  2. Influence differs between analysts. Schaffer shares a key secret: focus is needed in transforming a few top analysts into champions of your firm. This insight-packed guide shows how to create a clear alignment with your key analysts’ interests and biases, to end up with a loyal advocate. You may not be able to target all key analysts, so focus on credible analysts who are open-minded and ready to engage.
  3. Analysts are not the only influencers. Analysts are consumers and producers of thought leadership. However, Schaffer points out other B2B influencers such as academics, bloggers, customers and journalists. If you watch closely, you can see which influencers your analysts listen to and which influencers amplify your analysts. Aim at the thought leaders and you also shift their followers.
  4. Win-win relationships do not pay to play. Analysts have a complicated relationship with vendors, even though both should educate their shared customers to make the best choices. Since pay-to-play analyst firms quickly discredit themselves, Schaffer recommends a focus on analysts who want win-win relationships.
  5. Analysts want to be heard and seen. Vendors seem to be only after one thing: positive mentions. Analysts are frustrated by vendors who don’t want to understand or support their workflow. Influencing analysts involves helping meet their goals. That means putting yourself in their shoes and aligning your language and relationship to their mindset.
  6. Trust is the key to great relationships. At times, many analysts feel ignored, manipulated, or misled. Influential analysts want to serve multiple stakeholders: buyers, users, regulators, investors, etc. If you cannot be relied upon to provide trustworthy information, the analysts will distrust you. You will either burn your bridges immediately or after the analyst burns their relationship with a client who refutes what you told the analyst.

Analysts on Analyst Relations captures insights and sage advice shared by analysts, unusually providing an easy-to-read book that is informative and fun, with a genuine, supportive and encouraging tone. It is perfect for professionals who have just embarked on their careers in analyst relations, although everyone interested in analyst advocacy will benefit.

This short book aims to show how understanding analysts’ perspectives on AR can help both generate advocacy and gain insights. If you’re looking for an easy way to learn about why analysts say what they do about your company, then this book is for you.

The best way to help vendors meet analysts’ needs is to help them understand how analysts think about the analyst relations process. As a low-cost purchase, it has the potential to reach a much bigger audience than buying expensive AR advisory from Gartner and Forrester. Uniquely, this book is built from the insights of analysts with years of experience, curated by AR veterans who know what top analysts need from vendors.

Related AR pros guest posts

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IIAR> German Chapter Christmas Meet-up and Chat

Tech meets kitsch: A Christmas 2019 window display in Munich

Join us for a pre-Christmas meet-up on Monday, 21 December, hosted by the IIAR> German Chapter. Grab a drink of your choice, whether it’s spiced tea or a mulled wine, and join our interactive chat about The AR Experience in 2020. 

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Five social media truths for industry analysts

One man band
One man band, by Ferrell McCollough

Industry analyst is a tough act to master: just like a one-man-band need to combine multiple instruments, analysts usually have many talents such as writing, public speaking, educating –and ideally analysing. Do they now need to be their own publicists as well? 

The pandemic has brought in a dramatic uptick in social media usage, accelerating the move to digital for many interactions. Its convenience and immediacy make it a force that’s there to stay when the new normal finally settles. So, if you have lost the password of the Twitter account you had set-up back in 2007 to kick the tyres and haven’t got a plan to engage on LinkedIn, now is the right time to jump in.

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[GUEST POST] It’s a Great Time to be in Analyst Relations by Peggy O’Neill

Peggy O'Neill, Senior Director Analyst Relations @ Informatica

If you’re an analyst relations professional in the know, you keep on eye on one of the most popular online gathering places for our tribe – the Institute of Industry Analyst Relations website and LinkedIn Group.

If so, then you’re probably like me, raising an eyebrow these days at the sheer volume of analyst relations job postings that have come through in 2020 so far. Nearly 60 jobs have been posted at IIAR’s job section on the its website (they appear earlier on the IIAR< Member365 extranet) when in previous years it’s normally a fraction of that.

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The IIAR> AR Professionals & AR Agency of the Year 2020

Analyst Relations professional of the year award

The IIAR> is committed to recognizing the achievements of AR professionals who go above and beyond in their careers and to promote industry best practices. The IIAR> Analyst Relations Awards 2020: AR Professional, AR Teams, and AR Agencies are one of the longest-running awards run by an independent industry body for AR professionals.



The IIAR> surveys analysts to identify the best professionals in the industry. This year, we are also asking AR professionals to submit case studies to showcase the best practices and impact they drove in the industry. This survey uses the IIAR> 3R’s methodology of how AR should work with analysts to deliver results to their stakeholders.

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IIAR> Discussion Group: approaching research contracts negotiations in a pandemic

2011_Negotiation_pandemic_hero

The Covid_19 and economic impact of lockdown is making 2020 truly unique, squeezing budgets for all companies. Most technology vendors hold contracts with the likes of Gartner, Forrester, IDC, Omdia, 451 and others ; and renewals for 2021 are predictably going to be tense.

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IIAR> Webinar: Truths, Lies, & Influence: How Reviews are Disrupting Analyst Relations

Although technology buyers are traditionally twice as likely to rely on analyst reports as on reviews from their peers, today’s buyers want the whole truth. And this is how enterprise peer reviews are disrupting the Analyst Relations business.

Join TrustRadius CEO Vinay Bhagat (@VinayBhagat, LinkedIn) for this hard-hitting session where he will outline TrustRadius’ perspectives on:

  • Whether Gartner and the legacy analyst firms can still hold the key to the CIO – and the enterprise buyer – and the implications for AR professionals
  • What information and sources buyers trust – and what they don’t – and why
  • How industry analysts are increasingly relying on end user reviews
  • How the secret structure of the buying committee for enterprise technology and services can marginalize analyst influence
  • How it’s actually easier to manage hundreds of reviewers than a handful of analysts
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IIAR> Webinar: Peer Insights Updates

Gartner Peer Insights has recently made changes. Hear from Shannon Wedding (LinkedIn, @shannon_wedding) and Anatoli Olkhovets (LinkedIn, @anatoli_o) on what AR pros need to know about what’s new with Peer Insights.

This webinar will be hosted by Andrew Hsu (@andrew0hsuLinkedIn) / IIAR> Board Member for Events and Simon Jones (@SimonDestrierLinkedIn) / IIAR> Board Member for Membership.

Join us Wednesday 5th August at 0800 PDT / 1000 CDT / 1100 EDT 1600 BST / 1700 CEST for this IIAR> Webinar.

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[GUEST POST] The New Normal for Analysts

Zoë Crichton / CCgroup

Our current working environment has been a challenge for everyone, sector to sector. Workers have been uprooted from usual routines and practices; some have flourished, finding inspiration from their sofas, while others have been stifled by children, pets, and noisy neighbours. Despite this upheaval, we have had to adjust and adapt in the best way possible. Whilst some “norms” have fallen by the wayside, others have been embraced and formulated into a more efficient and enhanced way of working from home.

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