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Gartner’s futuristic and controversial scenarios make our research unique. These five-year industry forecasts focus on each sector’s key issues (KIs) and use strategic planning assumptions (SPAs) to predict future events.


research process
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  • support strategic planning efforts
  • avoid "rearview mirror" analysis
  • change dynamically as industry changes occur
  • are action-oriented; giving guidance for decisions that must be made now
  • offer short-term advice (i.e., dollar savings) that doesn't interfere with meeting long term goals
  • answer the question, “What revolutions/ discontinuities will take place in the sector over the next five to ten years?”

4 step process

1. Survey
In the survey step, analysts gather information through both formal survey instruments and informal surveys of the users and vendors who represent the most powerful element in our research: our research network. Analysts continuously interact with this network, as well as with other analysts, to accumulate industry information and knowledge.

2. Pattern Recognition
A pattern emerges from the wealth of information gathered during the survey phase. Suddenly, the analyst gets a flash, a revelation. An entirely new key issue and set of Strategic Planning Assumptions (SPAs) must be crafted.

3. Create a Stalking Horse
To gather even more data to support an emerging pattern, the analyst sets forth a tentative SPA or a stalking horse. A stalking horse is a conceptual graphic that illustrates a theory. This technique is used to attract comment from other analysts and industry experts. Only Gartner uses this device to "stimulate" the research network.

4. Search and Verify
Before publishing a SPA, the analyst seeks out written material from all available channels, including press releases, financial reports, Wall Street Reports, newswires, and other Gartner research.



know your audience
Probability Definition
1.0 This has already happened, but either the event has been hidden or the full impact is not yet realized.
0.9 This will definitely happen, barring a major industry reversal. We would be shocked otherwise. Moreover, we are almost certain of timing.
0.8 This will happen, barring exceptional circumstances. The major schematics are in place, and this planning assumption forms a major piece of our scenario. We would be quite surprised if it failed to happen, but a degree of uncertainty exists. We have a good idea of the timing.
0.7 There is good reason to believe this will be true, but there is a decent chance it will not be true. We would be surprised, but not shocked, if it did not happen. Moreover, the timing is soft, and it may vary from our estimates. Clients should include this in their strategic plans.
0.6 This is a general direction, better than a rumor or a guess, but not necessarily by a lot. Most likely, we do not have a firm idea of the timing.
0.5 A tossup. This probability is normally not used except in times when there are more than two alternatives. In these cases, the probabilities are used to acknowledge the distinct possibility of a third alternative, as well as to establish a firm position about the likelihood of this third alternative happening. For example, when there are three different scenarios being analyzed, each will carry a distinct probability and the sum of the probabilities will total 1.0. Thus, if two scenarios totaled 0.5 (0.1 + 0.4), the third will be assigned a 0.5 probability.
0.4 This will probably not happen, but we would be neither surprised nor shocked if it did.
0.3 There is good reason to believe this will not happen, but there is some chance it will.
0.2 This will not happen, barring exceptional circumstances.
0.1 This will definitely not happen, barring incredible industry turnaround.
0.0 Completely impossible.

vertical
know your audience
Type A Type B Type C
Companies compete at the cutting edge of innovation and use IT as a weapon. They tend to be the rarest group. They weigh the risk of the early use of technology against the benefits of competitive advantage. Companies compete neither on price nor on innovation, but on full service and overall value. They represent the largest group and use IT to improve their productivity, product quality and customer service. The Type B company will typically wait for a technology to become mainstream before considering implementation. Companies compete on the thin edge of cost margin or economies of scale, and use IT to help reduce costs. They are the second largest group. Type C companies will generally lag the market (often by as much as 12 to 24 months) waiting for a technology to become absolutely stable and for its price to reach the lowest quartile before committing to purchase.

In addition to categorization at the company level, most organizations will find that individual departments or divisions will display different technology strategies (e.g., the finance department operates as Type A and the human resources department operates as Type B). This difference will either manifest itself in differing purchase strategies where buying power is decentralized, or as a point of contention where buying is centralized.