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IIAR> Monthly Meet-up Jan’21

IIAR UK Chapter Hero image

On Thursday 14 January 2021 we will host our first monthly IIAR> virtual meet-up in the New Year 2021. This month the focus of our discussion will be around the changes in the analyst firm landscape over the last couple of years e.g. Informa – Omdia, 451/ IHS – S&P Global, ESG, etc.

Join us to exchange views with fellow AR pros on the influence of respective, newly formed analyst firms, how the transformations are being perceived and how to prioritise analyst outreach to them.

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

Robin Schaffer’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.

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Special year, special awards: The IIAR> Announces Industry Analysts and Analyst Relations of the Year Awards 2020

The IIAR> recognise top industry analysts and influencer relations professionals at a global virtual celebration; winners are IDC, Peggy O’Neill / Informatica, and the Oracle AR team 

London, Friday 18th December 2020.  The Institute of Industry Analyst Relations (IIAR>), a not-for-profit member influencer relations association announced the winners of Analyst and Firm of the Year 2020, Analyst Relations (AR) Professional, AR Team and AR Agency of the Year 2020 at its (virtual) annual gala event.

“This was an incredible year as AR professionals were tasked with evolving AR programs to fully digital formats and realigning programs as many organisations grappled with the impact the pandemic has had on their businesses.”

Aniruddho Mukherjee / IIAR Board Member (@aniruddho, LinkedIn)

An in-depth presentation for IIAR> Members will detail additional findings from the annual survey over multiple sessions in Q1 2021.

  • Analysts Deep Dive: 3 R’s of Analyst Relations – Thursday 4th February 2021, 1600 GMT – registration link (IIAR> members only)
  • The AR Best Practices : Insights on Building the best AR Team – Thursday 25th February 2021, 1600 GMT – registration link (IIAR> members only)
  • Analyst Pet Peeves : Things AR pros should pay attention to – Thu 18 Mar 2021, 1600 GMT – registration link (IIAR> members only)

Don’t miss out, register now!

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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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IIAR> Webinar: IDC in 2021

IDC-logo-vertical-fullcolor - Robotics Business Review

Join us for a presentation for an overview of the IDC MarketScape product, methodology and discuss upcoming plans for 2021

Hosted by Andrew Hsu (@andrew0hsuLinkedIn) and Yvonne Kaupp (@YveKauppLinkedIn), with Karen Moser / Director of Product Management, IDC (LinkedIn) , will share an overview of IDC’s evaluative research portfolio and showcase the new IDC RFI Dashboard tool that will be available in 2021. She will share tips for how analyst relations professionals can participate in these research processes effectively and efficiently. Karen will also share when the RFI tool will become available and how to leverage it for your program.

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IIAR> Monthly Meet-up

IIAR UK Chapter Hero image

Join us on Thursday 3rd December 2020 for our monthly IIAR> virtual meet-up hosted by the IIAR> UK Chapter. This month the focus of our discussion and best practice sharing will be around analyst research / report submissions.

Don’t miss out on this opportunity to talk with fellow AR peers about the scale of these evaluations, how to prioritise submissions, how to decline, how to measure success and how to leverage if not purchasing any reprint rights.

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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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Who will be the IIAR> Analyst and Analyst Firm of the Year 2020?

The IIAR> Analyst Of The Year is a long-running industry award that uniquely compiles input from analyst relations professionals and aims at highlighting individual analysts, new analysts, firms and client partners who have impressed our community. In other words, it’s our way to reflect and share our appreciation for the best industry analysts in the business.

At the IIAR> we believe in taking a stance and recognizing greatness when we see it -an approach we find more impactful than sprinkling awards to dozens of “winners”. This survey is open only for analyst relations professionals and agencies. It uses the IIAR> SOSM methodology based on perceived sales impact and strategic insights, resonance in the media, and ease of doing business.

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IIAR> Meet-up – UK Chapter

IIAR> UK Chapter Café Anja Steinmann

Join us on Thursday 5th November 2020 for a first of many IIAR> virtual meet-ups organised by the IIAR> UK Chapter. This will be the first in a series of forthcoming monthly get-togethers for IIAR> members to connect, network and share best practice around Analyst Relations. In our first call, we’d like to discuss the impact of the pandemic on our AR roles, changes in the way we work, virtual analyst events, coping with working from home and whatever lies ahead of us….

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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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IIAR> Best Practice Call: AR Measurement

The next Best Practice paper in the IIAR>’s new series on best practice will focus on a topic that should be close to the heart of every AR professional: AR Measurement.

Often thought to be the Holy Grail of AR, how can a vendor (cost-) effectively track the true RoI of engagement with industry analysts? Is it about recommendations and proving influence over deals? Perhaps you are tracking touchpoints, endorsements, the number of Magic Quadrants in which a vendor is included, or even the number of times your favorite analyst tweets about your brand. Or perhaps you focus on softer factors such as analyst sentiment?

We’ll take a deep dive into this evergreen topic in an interactive IIAR> session co-hosted by Nadia Nizar (@nadianizar, LinkedIn), at Resonance and IIAR> Board member Simon Jones (@SimonDestrier, LinkedIn). This is the first step in the production of a new IIAR> white paper on successful measurement strategies.

We invite you to join us and share your views: We are gathering opinions on effective AR measurement from IIAR> members, so make sure your views are heard! We want to listen to different voices and encourage a healthy debate. Also – join us and chime in if you’re interested in learning more about AR measurement – we’d like to understand your priorities.

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IIAR> Forum: Have your say on Gartner’s Initiatives for AR pros

Hard on the heels of Gartner’s presentation to IIAR> members on its new initiatives for AR professionals, we’re opening up the conversation to our member in an open forum session.

Join us for a no holds barred debrief – to be held under the Chatham House Rule – where we’ll drill into the thought-provoking insights shared by Gartner’s Matt Goldman and Lindsay McKinney. Register now for the moderated open forum discussion to be held on Thursday June 18th at 0800 PDT / 1100 EDT / 1600 BST.

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IIAR> Webinar: Gartner’s Initiatives for Analyst Relations Professionals

As many have heard, Gartner has recently established an AR advisory team, similar to Forrester’s AR Council. They’ve also launched a new product specifically for AR professionals that we know many members have questions about. The IIAR is excited to invite Lindsay McKinney (LinkedIn, @lindsaymccune) / Sr. Director Analyst and Matt Goldman (LinkedIn) / Managing VP from Gartner to present information about Gartner’s new initiatives for AR professionals, exclusively for IIAR members only.

Be the first to hear about what they’re planning and have your questions answered at this live event on Thursday 11th June 11 at 1100 EDT / 1600 BST.

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