2015 spring update - gartner research & office of the
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© 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. This publication may not be reproduced or distributed in any form without Gartner's prior written permission. If you are authorized to access this publication, your use of it is subject to the Usage Guidelines for Gartner Services posted on gartner.com. The information contained in this publication has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information and shall have no liability for errors, omissions or inadequacies in such information. This publication consists of the opinions of Gartner's research organization and should not be construed as statements of fact. The opinions expressed herein are subject to change without notice. Although Gartner research may include a discussion of related legal issues, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner is a public company, and its shareholders may include firms and funds that have financial interests in entities covered in Gartner research. Gartner's Board of Directors may include senior managers of these firms or funds. Gartner research is produced independently by its research organization without input or influence from these firms, funds or their managers. For further information on the independence and integrity of Gartner research, see "Guiding Principles on Independence and Objectivity."
AR Community Webcast
May 27-28, 2015
The content of this presentation is for the benefit of vendor Analyst Relations professionals and those directly involved with Gartner Magic Quadrant & companion content research with Gartner. The content and
discussions included in the preview call are for your internal use only. This recording and the slides used in this presentation, may not be shared outside of your organization.
2015 Spring Update - Gartner Research & Office of the Ombudsman
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
AR Community mission: To foster information sharing and best practices with Analyst
Relations professionals so clients and non-clients can interact more efficiently and
effectively with Gartner.
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Representing Gartner
This presentation, including any supporting materials, is owned by Gartner, Inc. and/or its affiliates and is for the sole use of the intended Gartner audience or other authorized recipients. This presentation may contain information that is confidential, proprietary or otherwise legally protected, and it may not be further copied, distributed or publicly displayed without the express written permission of Gartner, Inc. or its affiliates.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Claire Dessaux
MVP, Research Content Process
Nancy Erskine
GVP & Ombudsman
David Black
VP, Content Architecture & Methodology
2
Debbie Chamberlin
Program Manager, Research Content Strategy
Jeff Golterman
GVP & Global AR Community Lead
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Agenda
• Optimized Delivery Update
• Vendor Rating Research Refresh
• New Tools Available to You
• Q&A
3
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Claire Dessaux and Nancy Erskine
Optimized Delivery Update
4
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Optimized DeliveryGiving You Time Back
Streamlined
Participation
Optimized Two-
Way
Communication
Enhanced
Process
Consistency
Technology
Providers
3 Workflow Enhancements
Team-Based Approach to Content Production1
2Reusable Standards, Best Practices & Templates
5
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
MQ Research ProcessFrom Your Vantage Point
Vendor Survey &
Briefing/Demo
Customer References
PublishingVendor Factual
Review
Planning
Planning & Scoping Data Collection
Kick-Off
Wrap-Up
Optional Phase
Escalations/Audits
6
Publishing & Wrap-Up Review & Approval
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Planning & Scoping (1 of 2)Key Enhancements
What You Told Us What We Have Done/Are Doing
“We don’t have a consolidated view of all
up-coming MQs with associated details.” Enhanced Publication Calendar • Refreshed the 10th of every month, available on
gartner.com
• Includes targeted publication month, kick-off month, author
and co-authors, project contact name, and changes
highlighted from one update to the next
• Lists MQs + CCs + MQ-Cs
“We see the value of working with
dedicated project managers (i.e. not
analysts) for efficiency and consistency.”
Dedicated Project Management Support• To oversee and manage projects end-to-end
• Target: 100% coverage of MQs and CCs
“Changes in evaluation criteria weights are
not always highlighted and explained.”
“The definition of criteria is too high level.
We don’t understand what each criteria
really entails”
“We don’t have a end-to-end view of the
schedule.”
“Some deadlines are during holidays.”
Detailed Welcome Packet • Five key sections: 1) Market description; 2) Inclusion
criteria; 3) Evaluation criteria and sub-criteria; 4) Schedule;
5) Cut-off date for data collection
• Formal vendor acknowledgment required on inclusion
criteria and schedule
• Reviewed and approved by Team Managers before
distribution7
Data Collection
Review & Approval
Publishing & Wrap-Up
Escalations/Audits
Planning & Scoping
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Planning & Scoping (2 of 2)Key Enhancements
What You Told Us What We Have Done/Are Doing
“We are not notified when there is a
change in lead author, market
definition, change of weight,
schedule, etc.”
Proactive Notifications of Changes
• Explicit communications of changes(lead author,
criteria, etc.) as early as possible with context
whenever appropriate
• Drop-off notifications sent at the beginning of the
process
“We don’t always receive the initial
communication checking contact
details.”
“We would like for this
communication to be systematically
sent to a specific contact.”
Vendor Contact Verification
• Required confirmation from technology providers
• Request for primary and secondary contact
• Centralized management of technology provider
contact information (in progress)
“We are being asked to address the
same data collection questions
multiple times.”
Smarter Research Planning
• Streamlined publication schedule over 12 months
• Optimized coordination of research in adjacent
markets to consolidate data collection8
Data Collection
Review & Approval
Publishing & Wrap-Up
Escalations/Audits
Planning & Scoping
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Data Collection Key Enhancements
What You Told Us What We Have Done/Are Doing
“We get surveys in all sorts of formats.”
“We need to be able to collaborate on survey
responses.”
“We are not sure what analysts need in the vendor
briefing.”
Standardized Documents (Summer 2015)• Templates for vendor surveys, vendor briefings,
and demos
• Common survey format that optimizes
collaboration and team work for vendors
‘We have to use different points of contacts to
schedule our calls with Gartner in the context of
MQs.”
Centralized Scheduling• All vendor interactions scheduled through Project
Managers
“We don’t always understand the questions in the
vendor surveys.”Pilot: Vendor Survey Q&A Call (Summer
2015)• Call mid-way through the vendor survey work to
address vendor questions
“We don’t have enough details on the customer
reference profiles Gartner needs.”
“Gartner doesn’t explain what customer references
should expect.”
“We don’t know which customer references have
responded/not responded to the on-line survey.”
Visibility in Customer Reference Work• Consistency in the number of references
requested (in progress)
Details on expected customer profiles
Weekly status updates of survey response rates
• Video for customer references11
Data Collection
Review & Approval
Publishing & Wrap-Up
Escalations/Audits
Planning & Scoping
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Review & ApprovalKey Enhancements
What You Told Us What We Have Done/Are Doing
“The structure of the vendor write-up is not
always consistent.”
“The strengths and cautions do not give any
insight behind the relative position of the dot.”
Standardized Vendor Write-Ups (Summer
2015)
• Consistent format for vendor write-ups
including Strengths and Cautions bullets
“The quality of the drafts we receive is not
consistent.”
Pre-Editing before Vendor Factual
Review
• To increase quality of the content coming to
vendors for fact-check and minimize
surprises
“The format of the vendor factual review call
is not consistent.”
Factual Review Call (Summer 2015)
• To happen after technology providers send
comments back
• To help technology providers explain the
outcome of the analysis internally
12
Data Collection
Review & Approval
Publishing & Wrap-Up
Escalations/Audits
Planning & Scoping
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Publishing & Wrap-UpKey Enhancements
What You Told Us What We Have Done/Are Doing
“Sometimes the publication of an MQ is
delayed and we don’t know why.”
Pro-active Communication of
Publication Delays
• With rationale whenever appropriate
“We don’t always know when an MQ
publishes until we see it on gartner.com.”
Courtesy Copies
• Sent to vendors as soon as MQs publish
“We would like to get a preview of Gartner’s
own PR plans associated to some of the
MQs.”
Pilot: PR Plan Communication (Fall 2015)
• Highlights of PR plans associated with
some publications for vendors that want to
align
13
Data Collection
Review & Approval
Publishing & Wrap-Up
Escalations/Audits
Planning & Scoping
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Escalations/AuditsKey Enhancements
What You Told Us What We Have Done/Are Doing
“We are not sure when and how to escalate.”
“We’ve been using escalation to get heard.”
Clear Definition of Start/End Points
Clear delineation of what we consider
during escalation – and what we don’t --
via Audit Claim Input Form
• Details on process steps, schedules, and
best practices for all phases of vendor
factual review and audit (updated vendor-
escalation process on gartner.com –
coming Summer 2015)
“We don’t know when an MQ has been
escalated by someone else.”
Proactive Communication of
Escalations
• Notification to all participating vendors
with estimated impact on publication
schedule
14
Data Collection
Review & Approval
Publishing & Wrap-Up
Escalations/Audits
Planning & Scoping
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Audit Claim Input Form (CIF)
15
Magic Quadrant Audit Claim Input Form
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Key Next Steps
• Extension of the standardization to CCs, MQ + CC combinations, MQ-Cs, and MGs
• Centralization of standard survey questions used during data collection
16
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
David Black or
Deborah Chamberlain
Vendor Rating Research
17
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Gartner Vendor Rating Update
Gartner is refreshing its Vendor Ratings content for 2016:
- Rating methodology - Target audience and content
- Look and feel - Coverage areas and refresh cycle
We want your suggestions for this evolution (vr@gartner.com)
18
A Gartner Vendor Rating assesses all the
different aspects of a technology provider’s
strength, such as its strategy, organization,
products, technology, marketing, financials
and support.
It provides valuable insight into how a
provider’s offerings and strategic direction
align with their business objectives and
assesses the overall balance of their portfolio
and their longer-term financial potential.
Vendor Ratings help clients:
Manage provider portfolio risks while keeping
an eye on up-and-coming players and
alternate strategic providers
Understand how providers’ products and
services stack-up in multiple markets and how
they are positioned for long-term survival
Support key purchase, investment and
renewal decisions
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Claire Dessaux
New Tools Available to You
19
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
List of Agendas & Agenda ManagersNow Available on the AR Community Web Site
Agenda Managers are responsible for focusing the attention of Gartner analysts on the questions most pertinent to Gartner
clients. Their job is to structure the research agenda and facilitate which issues will be written as research.
20
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Claire Dessaux
Summary
21
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Key Take-Aways & Actions from Today
• Significant progress in Optimized Delivery – We need your help and support in the rollout
• Upcoming refresh of Vendor Rating research –Send us your suggestions
• Agenda Manager list – Use it to keep yourself informed on the focus of our research
22
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Q&A
23
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.© 2015 Gartner, Inc. and/or its affiliates. All rights reserved.
Thank You!
24
© 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. This publication may not be reproduced or distributed in any form without Gartner's prior written permission. If you are authorized to access this publication, your use of it is subject to the Usage Guidelines for Gartner Services posted on gartner.com. The information contained in this publication has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information and shall have no liability for errors, omissions or inadequacies in such information. This publication consists of the opinions of Gartner's research organization and should not be construed as statements of fact. The opinions expressed herein are subject to change without notice. Although Gartner research may include a discussion of related legal issues, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner is a public company, and its shareholders may include firms and funds that have financial interests in entities covered in Gartner research. Gartner's Board of Directors may include senior managers of these firms or funds. Gartner research is produced independently by its research organization without input or influence from these firms, funds or their managers. For further information on the independence and integrity of Gartner research, see "Guiding Principles on Independence and Objectivity."
2015 Spring Update - Gartner Research & Office of the Ombudsman
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