Announcements

4 November 2008
REGISTER NOW!

Cannes AR Forum and Cocktail Reception

Majestic Barriere Hotel
November 4, 2008
15:00 - 18:00
Royan 1 and 2
Click for directions

  • Learn how your peers get high returns from investments in working with Gartner
  • Get updates on our research plans and participate in a dialogue with the head of Gartner Research, Peter Sondergaard
  • Network with your peers

This event is complimentary and open to all AR professionals.

15:00 - 17:00
Welcome

Jeff Golterman, group vice president and analyst relations community leader Gartner High-Tech & Telecom Programs

Gartner Strategy Update
Gene Hall, chief executive officer

Gartner High Tech Strategy Update
Michael Yoo, senior vice president, Gartner High-Tech & Telecom Programs

Gartner Research Update
Peter Sondergaard, senior vice president and global head of Gartner Research

Panel Discussion: Working Effectively With Gartner Throughout the Magic Quadrant Research Process
Panelists will include AR professionals and representatives of Gartner Research

17:00 - 18:00
Cocktail Reception


Questions?

14 October 2008
REGISTER NOW!

Orlando AR Forum and Cocktail Reception

BoardWalk Inn
October 14, 2008
3:00 p.m. - 6:00 p.m.
Promenade Ballroom
Click for directions

  • Learn how your peers get high returns from investments in working with Gartner
  • Get updates on our research plans and participate in a dialogue with the head of Gartner Research, Peter Sondergaard
  • Network with your peers

This event is complimentary and open to all AR professionals.

3:00 p.m. - 5:00 p.m.
Welcome

Jeff Golterman, group vice president and analyst relations community leader Gartner High-Tech & Telecom Programs

Gartner Strategy Update
Gene Hall, chief executive officer

Gartner High Tech Strategy Update
Michael Yoo, senior vice president, Gartner High-Tech & Telecom Programs

Gartner Research Update
Peter Sondergaard, senior vice president and global head of Gartner Research

Panel Discussion: Working Effectively With Gartner Throughout the Magic Quadrant Research Process
Panelists will include AR professionals and representatives of Gartner Research

5:00 p.m. - 6:00 p.m.
Cocktail Reception


Questions?

09 September 2008
Quarterly Analyst Relations Call - 9 September 2008

  • Get updates on our research plans
  • Hear about best practices from your peers
  • Learn of new content and functionality

Listen to the Teleconference.
Click here for presentation file

Welcome
Jeff Golterman, group vice president and Gartner analyst relations community leader

Gartner Analyst Process for Vendor Reference Checking
Jenni Lehman & Stacey Hawkins, Gartner Research Operations

Best Practices: Vendor Briefings - Analyst Perspective
Michael Maoz, vice president, distinguished analyst Gartner Research

Best Practices: Vendor Briefings - Client AR Perspective
John Taschek, vice president market strategy, Salesforce.com

New Content Available for AR Professionals
Andy Rosenblatt, vice president, Gartner High tech and Telecoms Programs

Heads-Up: New Quote Policy Coming in September
Nancy Erskine, group vice president, Office of the Ombudsman

Heads Up: Analyst Relations Forum, Orlando and Cannes
Jeff Golterman

Q & A

Time and Dial-in Information:
11:30 AM to 12:30 PM US Eastern Daylight Time
Dial-In Number(s):
US/Canada: +1 877 883 0877
Rest of World: +1 706 634 7986
Conference ID: 63218480

Time and Dial-in Information:
7:00 PM to 8:00 PM US Eastern Daylight Time
Dial-In Number(s):
US/Canada: +1 877 883 0877
Rest of World: +1 706 634 7986
Conference ID: 63220289

A replay will also be available 24 hours after the call for those who cannot attend at the teleconference section on gartner.com.

Please forward your feedback and topic requests for future calls to ARCommunity@gartner.com.

To add your name to our analyst relations e-mail distribution list, click here

20 June 2008
Our Quarterly Analyst Relations Call was held on 19 June 2008.

Listen to the Teleconference.


Speakers:
Jeff Golterman, GVP HTTP Product Management- Welcome/ Introductions & Organization changes
Jenni Lehman - GVP Research

Research update
  • Publishing Gartner's Research Agenda
  • Executive Programs and IT Management Strategies Research Organizations Merge to form the CIO Research Group
Please forward your ideas for topics for future calls to GartnerARNewsletter@gartner.com.

To add your name to our analyst relations e-mail distribution list, click here.


12 March 2008
Our Quarterly Analyst Relations Call was held on 12 March 2008. We invite you to listen to a replay of the call.

Please find agenda below.

Speakers:
Aaron Yaverski, GVP HTTP Product Management
Allison Fletcher - Vendor Relations Manager

Agenda:
  • Discuss proposed agenda for upcoming AR forums that will be held during Spring Symposium/ITxpo in Las Vegas, NV (April 6 - 10) and Barcelona, Spain (May 12 - 15
  • Q&A
  • Adjourn

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.

To add your name to our analyst relations e-mail distribution list, click here.



14 February 2008
Mark your calendars! Gartner 2008 Analyst Relations Quarterly Calls

Who Should attend?
Analyst relations professionals
Marketing professionals
Public relations professionals
Corporate communications professionals

2008 Schedule

March
Wednesday, March 12, 11:30 a.m. - 12:30 p.m. Eastern Daylight Time
Wednesday, March 12, 7:00 p.m. - 8:00 p.m. Eastern Daylight Time

June
Wednesday, June 18, 11:30 a.m. - 12:30 p.m. Eastern Daylight Time
Wednesday, June 18, 7:00 p.m. - 8:00 p.m. Eastern Daylight Time

September
Tuesday, September 9, 11:30 a.m. - 12:30 p.m. Eastern Daylight Time
Tuesday, September 9, 7:00 p.m. - 8:00 p.m. Eastern Daylight Time

December
Wednesday, December 10, 11:30 a.m. - 12:30 p.m. Eastern Standard Time
Wednesday, December 10, 7:00 p.m. - 8:00 p.m. Eastern Standard Time

What should I expect?
One week before the call, dial-in details, agenda and speakers will be e-mailed to you and posted to the Vendor Relations page on gartner.com.

A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.



5 December 2007

Please mark your calendar for our next Quarterly Analyst Relations Call

Wednesday, 5 December 2007, 11:30 AM to 12:30 PM US Eastern Standard Time.


Please find agenda and dial-in numbers for the call below.
Agenda: Gartner's policy on Analyst Surveys
- Aaron Yaverski, GVP HTTP - Introductions
- Ken Davis, SVP HTTP - Presentation
- Q&A
- Adjourn

Dial-In information:
US/Canada: +1 877 883 0877
International: +1 706 634 7986
Conference ID: 26183447

Replay Information:
Encore Dial In #:(800) 642-1687 or (706) 645-9291
Encore Dates: 12/05/200715:30 EST - 03/05/2008 17:00 EST

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.



25 September 2007

Please mark your calendar for our next Quarterly Analyst Relations Call

Thursday, 27 September 2007, 11:30 am to 12:30 pm, US Eastern Standard Time.


Please find agenda and dial-in numbers for the call below.
-Aaron Yaverski, GVP HTTP Product Management - Welcome/introductions.
- Jenni Lehman, GVP Research � Discussion of Gartner�s NDA Policy
- Q&A
- Adjourn

Dial-In information:
US/Canada: +1 877 883 0877
International: +1 706 634 7986
Conference ID: 17812891

Replay Information:
Encore Dial In #:(800) 642-1687 or (706) 645-9291
Encore Dates: 09/27/2007 14:30 EST - 12/27/2007 11:30 EST
Conference ID: 17812891

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.



9 August 2007
Next Gartner Quarterly Analyst Relations Call - 27 September 2007

Mark your calendar for our next Quarterly Analyst Relations Call on
Thursday, September 27, 11:30 am to 12:30 pm, US Eastern Standard Time.

Who Should attend?
Vendor analyst relations professionals
Vendor marketing professionals
Vendor public relations professionals
One week before the call, dial-in details, agenda and speakers will be e-mailed to you and posted to the Vendor Relations page on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.

To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.



18 June 2007
Next Gartner Quarterly Analyst Relations Call - 20 June 2007

Mark your calendar for our next Quarterly Analyst Relations Call on 20 June 2007, 11:30 AM to 12:30 PM US Eastern Standard Time.
Dial-In information may be found below:

Aaron Yaverski, GVP HTTP Product Management - Welcome/introductions.
Gareth Herschel, Research Director - Get the Most Out of Your Relationship with Gartner.
Q&A
Adjourn

Dial-In Number(s):
US/Canada Dial-in #: +1 877 883 0877
Int'l/Local Dial-In #: +1 706 634 7986  
Conference ID: 9520731

Encore Dial In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 6/20/2007 15:30 EST - 9/20//2007 17:00 EST

To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.



22 March 2007
Replay of Gartner Quarterly Analyst Relations Call - 21 March 2007

Featured speakers:

  • - Aaron Yaverski, GVP HTTP Product Management - Overview of Recent HTTP Product Offerings.

  • - Stacey Hawkins, Managing VP, Research - Presenting on and discussing the new Magic Quadrant research note format.

  • - Nancy Erskine, GVP Office of the Ombudsman - Updated Vendor Escalation Process
  • - Q&A
  • - Adjourn

Encore Dial In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 03/21/2007 14:30 EST - 06/21/2007 11:30 EST
ID: 9775591

To add your name to our analyst relations e-mail distribution list, please contact vendor.relations@gartner.com.

20 March 2007
Gartner Policy on Corrections to Published Research

Occasionally, we correct published Gartner research documents. Generally, these changes are simple (for example, spelling or content changes that do not affect the meaning of the document). However, sometimes the changes are more substantial (for example, we find that the original did not meet Gartner quality standards, or forecasts or estimates are corrected). In these cases, clients who have viewed the document on gartner.com will be notified of the change via e-mail. That e-mail will include an explanation of what we corrected and why it was done. In addition, we post these changes on the home page of gartner.com in the Corrections section.

Clients who purchased reprints of these documents will also receive notice that the document was corrected and will be asked to update any links they have established.

20 March 2007
Updated High Tech and Telecom Provider Research Escalation Process

Gartner's Office of the Ombudsman handles more than 100 issues a month � many having to do with Gartner Research. As we start to dig into these issues, sometimes it becomes clear that an issue could probably have been handled without the involvement of an ombudsman � a discussion with analysts and/or their manager would have cleared it up. We therefore crafted a short guide and illustrative flow diagram to help high tech and telecom providers understand their best course of action if they have a concern about the objectivity, accuracy or completeness of Gartner Research.

If in doubt, never hesitate to contact the Office of the Ombudsman at ombudsman@gartner.com or +1 203 316 3334, and we'll happily help.



16 March 2007
Mark your calendar for our next Quarterly Analyst Relations Call on 21 March 2007, 11:30 AM to 12:30 PM US Eastern Standard Time.

Please find agenda and dial-in numbers for the call below.

  • - Aaron Yaverski, GVP HTTP Product Management - Overview of Recent HTTP Product Offerings.
  • - Stacey Hawkins, Managing VP, Research - Presenting on and discussing the new Magic Quadrant research note format.
  • - Nancy Erskine, GVP Office of the Ombudsman - Updated Vendor Escalation Process
  • - Q&A
  • - Adjourn

Dial-In Number(s):
US/Canada Dial-in #: (877) 883-0877
Int'l/Local Dial-In #: (706) 634-7986
Conference ID #:9775591

Encore Dial-In #:(800) 642-1687 or (706) 645-9291
Encore Dates:03/21/2007 14:30 EST - 06/21/2007 11:30 EST
To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.

18 January 2007
Plan Ahead: Mark your calendar now for our Quarterly Analyst Relations Calls for 2007

  • Wednesday, March 21, 11:30 am to 12:30 pm, US Eastern Standard Time

  • Wednesday, June 20, 11:30 am to 12:30 pm, US Eastern Standard Time

  • Wednesday, September 19, 11:30 am to 12:30 pm, US Eastern Standard Time

  • Wednesday, December 5, 11:30 am to 12:30 pm, US Eastern Standard Time


Who Should attend?
  • Vendor analyst relations professionals
  • Vendor marketing professionals
  • Vendor public relations professionals

One week before the call, dial-in details, agenda and speakers will be e-mailed to you and posted to the Vendor Relations page on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com. To add your name to our analyst relations e-mail distribution list, please contact vendor.relations@gartner.com.

Contact: Aaron Yaverski, +1 203 316 3264



7 December 2006
High Tech and Telecom Programs (HTTP) Frequently Asked Questions
Read more


4 December 2006
Gartner Quarterly Analyst Relations Call: 6 December 2006

Our Quarterly Analyst Relations Call was held on 6 December 2006, 11:30 am to 12:30 pm US Eastern Standard Time. We invite you to listen to a replay of the call.

Who should listen?
  • Vendor analyst relations professionals
  • Vendor marketing professionals
  • Vendor public relations professionals


Agenda
Welcome/ Introductions
  • Nancy Erskine, GVP Office of the Ombudsman
  • Aaron Yaverski, GVP HTTP Product Management


Discuss newly revised Gartner copyright and quote policy
  • Allison Fletcher, Vendor Relations Manager


Q&A


Dial-In Number(s):
US/Canada Dial-in #: (877) 883-0877
Int'l/Local Dial-In #: (706) 634-7986
Conference ID #: 2866013

Encore Dial-In #:(800) 642-1687 or (706) 645-9291
Encore Dates:12/06/2006 12:30 EST - 02/28/2007 23:59 EST
Encore ID #: 2866013

To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.



29 September 2006
Gartner Analyst Relations Teleconference 2 October at 11:00 AM U.S. EDT

A message from Nancy Erskine

Please join me for an Analyst Relations call where we�ll share with you details about a new effort that Gartner has underway for high tech and telecom companies. Joining me will be Ken Davis, Senior Vice President, Gartner, who is heading up this effort. He�ll be able to tell you details of the program, what it means to Analyst Relations professionals, who�s on his team, and what you can expect in the coming months.

This call will only be a half-hour long, because we know how busy all of you are at this time of the year. And of course it�s really short notice, but we did want to get the word out to you before U.S. Symposium, in case you have questions or want to meet with Ken or his team at the event.

I really hope you can make it. We will be recording it for later playback, however, if you can�t.

Dial-In Number(s):
US/Canada Dial-in #: (877) 230-5050
Int'l/Local Dial-In #: (706) 634-8062

Conference ID #: 7354891

Encore Dial-In #: 800 642 1687 or (706) 645-9291
Encore Dates: 10/02/06 12.30 EST - 10/16/06 23:59 EST
Encore ID #: 7354891



15 September 2006
Fall 2006 Symposium Orlando, FL � Analyst Relations Plans

A message from Nancy Erskine

We have reserved the Peacock 1 and 2 at the Swan Hotel for Analyst Relations professionals to have a quiet place to work. It will be open from Monday, 9 October through Thursday, 12 October.

Gene Hall, Gartner�s CEO, will present to Analyst Relations professionals on Tuesday, 10 October from 2:00 p.m. to 3:00 p.m. in the Lark 1 & 2 Rooms in the Swan Hotel. I can�t share full details of Gene�s discussion plans right now, but I can promise you it will be worth your time to attend if you will be in Orlando.

Larry Perlstein and I will be in Orlando, and if you would like to meet with either or both of us, please send an email to ombudsman@gartner.com.

Nancy



7 September 2006
Replay of Gartner Quarterly Analyst Relations Call - 6 September 2006

Gartner Invest Product

Featured speakers:

Jennifer Beck, Vice President, Research Executive Management
Alexa McCloughan, Vice President� Business Manager
Martin Reynolds, Managing VP & Gartner Fellow � Research Team Manager

In this call, Jennifer, Martin & Alexa discuss the Research Process for creating deliverables as a part of our Gartner Invest product. The process differs from our traditional processes and the content does, too � all for good reasons, which they share.

Listen to this replay to hear their comments and responses to questions.

Replay of the Voice Conference

Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 09/06/2006 12:30 EST - 11/30/2006 23:59 EST
Encore ID#: 4237059

28 August 2006
Next Gartner Quarterly Analyst Relations Call: 6 September 2006

Mark your calendar for our next Quarterly Analyst Relations Call on 6 September 2006, 11:30 am to 12:30 pm US Eastern Standard Time. We will send details on the agenda one week prior to the call. Here is the dial-in information:

Dial-In Number(s):
US/Canada Dial-in #: (888) 545-8491
Int'l/Local Dial-In #: (706) 679-4068
Conference ID # 4237059

Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 09/06/2006 12:30 EST - 11/30/2006 23:59 EST
Encore ID #: 4237059

Plan Ahead

Mark your calendar now for the last Quarterly Analyst Relations call for 2006. The call will be held on the first Wednesday of the last month of quarter at 11:30 am US Eastern Time. The date for upcoming call is as follows:

Dec 6, 2006

One week before the call, dial-in details, agenda and speakers will be emailed to you and posted on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com. To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.

Sally Pinkerton
Vice President, Vendor Relations

27 June 2006
Update - Gartner Research Organization Change
A message from Peter Sondergaard


The Gartner Research Group recently reorganized internally to better align and deliver to the client constituencies it supports. During our initial communication with vendors we received requests for further details of the organization structure. The attached snapshot of the new organization will provide you with the Group and Team level structure along with the names of the research managers and their associates. This information, combined with the analyst coverage map on Gartner.com, completes the linkages between analysts, their areas of research, and their reporting manager.

It is in all our collective interest to provide this information to the vendor community to help facilitate the research process and to ensure open and direct communication with vendors.

Peter Sondergaard
SVP, Gartner Research.

If you have any questions regarding this message, please contact vendor.relations@gartner.com.

5 June 2006
Agenda for Gartner Quarterly Analyst Relations Call � 7 June 2006

11:30 AM - 12:30 PM US E D T / 4:30 PM - 5:30 PM BST / 5:30 PM - 6:30 PM CEST

Please find agenda and dial-in numbers for the call below.

Who should attend?

Vendor analyst relations professionals
Vendor marketing professionals
Vendor public relations professionals

Agenda

Nancy Erskine, GVP Office of the Ombudsman - Welcome/ Introductions

Jackie Kahle, GVP Research Business Development - Jackie will provide details on new product offerings as a part of our ongoing Dataquest revitalization:

New Semiconductors Product � Memories
New PDA/SmartPhones Q-stats product and new single-user Q-stats pricing
Re-configured and segmented Communications clusters
Re-vitalized Security Solutions and new IT Marketing and Channels
Strategies clusters

Jenni Lehman, GVP Research Operations and Stacey Hawkins, MVP Research Methodology � Jenni and Stacey will provide an update on their roles and responsibilities in the new research organization

Sally Pinkerton, VP of Vendor Relations � Sally will review the Vendor Relations Client Satisfaction Survey Results for 2005

Q&A

Adjourn

Dial-In Number(s):
US/Canada Dial-in #: (888) 545-8491
Int'l/Local Dial-In #: (706) 679-4068
Conference ID # 9917298

For Replay:
Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 06/07/06 12:30 EST - 09/07/06 23:59 EST
Encore ID #: 9917298

9 May 2006
Join Peter Sondergaard for an Important Gartner Announcement

Please join Head of Gartner Research Peter Sondergaard on Wednesday, 10 May, 11 AM to 12 PM U.S. Eastern Daylight Time, for an important announcement. Peter will provide details about some exciting changes in the Gartner Research organization and what they mean to vendors.

We realize this is really short notice, so we are recording the session for playback. If you are unable to attend live, a recording will be available starting shortly after the call (see Encore Dial-In information below).

Call details:
Dial-In Number(s):
US/Canada Dial-in #: (888) 545-8491
Int'l/Local Dial-In #: (706) 679-4068
Conference ID # 9136990
Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 05/10/2006 12:30 EDT - 08/31/2006 23:59 EDT
Encore ID #: 9136990

10 February 2006 (updated 28 February 2006)
Agenda for Gartner Quarterly Analyst Relations Call: 1 March 2006
11:30 AM - 12:30 PM Eastern Standard Time

Agenda

Nancy Erskine, GVP and Office of the Ombudsman and Sally Pinkerton, VP of Vendor Relations - Welcome/introductions

Gartner Research VP Laura McLellan - Laura will share her unique and insightful recommendations for Analyst Relations professionals. Her practice area in Gartner is IT vendor marketing and sales strategies; Analyst Relations is a part of that practice. In her presentation she will discuss:

  • Approaches to AR � centralized vs. decentralized -- what will work for you
  • How AR is perceived by analysts
  • Internal and external communication practices

Pamela Miranda, Head of Vendor Briefings - A number of you made comments about Vendor Briefings in our Customer Satisfaction Survey, so we asked Pamela to share the answers to some frequently asked questions and provide some overall tips for Vendor Briefings. She will talk about:

  • How to seek analyst attendance at your events
  • What�s the latest on vendor-paid travel
  • Focus: The most frequently misunderstood parts of the process
  • Updates and reminders:
    • Audiotaping of Vendor Briefings � a benefit to you as well as to our analysts
    • Web demos � why it�s essential that your presentation materials are submitted on time
    • Best practices for submitting urgent requests

Sally Pinkerton, VP of Vendor Relations - Sally will be reviewing the Vendor Relations Client Satisfaction Survey Results for 2005

Q&A

Adjourn

Dial-In Number(s):

US/Canada Dial-in #: (888) 545-8491
Int'l/Local Dial-In #: (706) 679-4068
Conference ID # 5323780

Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 03/01/2006 12:30 EST - 05/31/2006 23:59 EST
Encore ID #: 5323780

Plan Ahead
Mark your calendar now for all Quarterly Analyst Relations calls through 2006. Calls will be held on the first Wednesday of the last month of each quarter at 11:30 am US Eastern Time. The dates for upcoming calls are as follows:

June 7, 2006
Sept 6, 2006
Dec 6, 2006

One week before each call, dial-in details, agenda and speakers will be emailed to you and posted on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.
To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.

Thank you

21 November 2005
Findings Notes: Research that�s hot from the oven

A message from Jenni Lehman � Vice President, Research Methodologies

Gartner analysts have begun releasing research using a new format of research note called �Findings�. Findings join the standard note types and the newer research delivery vehicles such as podcasts and blogs broadening the ways that Gartner research can be absorbed and enjoyed.

What is a Findings Note?
Findings are short, straight to the point summaries of the topics and insights generated from Gartner research meetings and client interactions. They provide a fast track for analysts to comment on hot issues, new trends, and interesting data points. These notes extend the value of Gartner research by offering perspectives early in the research cycle and by sharing �top of mind� thinking from our research communities. Findings compliment Gartner�s comprehensive research deliverables and in-depth analysis.

Specifically, the goals of Findings are to:

  • Provide value by publishing research topics earlier in the research process
  • Increase research relevancy by responding to topics quickly
  • Draw clients into Gartner research as it is being developed � an extension of our collaborative environment
  • Deliver breaking research with more �immediacy� and impact
Please note that the Guidelines for Vendor Review Cycles has been updated to reflect this new research note format.

Published Findings Notes
The following Findings documents are published and available on gartner.com:

Findings From the 'Future of Software' Research Meeting: The New Business Services Layer
12 August 2005
Dan Sholler  |  Simon Hayward  |  Yvonne Genovese

Findings From the 'Emerging Technology Trends' Research Meeting: Usability as a Tipping Point
22 August 2005
Jackie Fenn  |  Dave Cearley |  Alexander Linden  |  Nick Jones

Findings From the 'Consumer and Internet' Research Meeting: 'Consumerizing' IT
31 August 2005
Rita Knox

Findings From the 'Manufacturing Vertical' Research Meeting: Adaptable Wedges in the Manufacturing Value Chain
6 September 2005
Ken Brant

Findings From the 'All Company' Research Meeting: Second Internet Revolution Demands Immediate Attention
7 September 2005
James Brancheau  |  Charles Abrams

Findings From the 'Industry Advisory' Research Meeting: Trends in the Business Process Outsourcing Market
14 September 2005
Lisa Stone  |  Robert Brown |  Robert Goodwin

Findings From the 'Security and Privacy' Research Meeting: Successful Business Continuity Approach in the Wake of Katrina
15 September 2005
Roberta Witty

Findings From the 'Content Management' Research Meeting: Record Interest in Records Management
21 September 2005
Mark Gilbert  |  Ken Chin  |  Debra Logan  |  James Lundy

Findings From the 'All Software' Research Meeting: Provisioning Software as a Service
29 September 2005
Jeff Comport

Findings From the 'High-Performance Workplace' Research Meeting: A 'Search' for the Holy Grail
11 October 2005
Tom Austin

28 September 2005
Updated Vendor-Paid-and-Sponsored Events at Gartner Conferences

Gartner's brand differentiation and therefore our business are based on our research integrity. Even the appearance of compromised integrity is unacceptable. For this reason, during Gartner conferences our analysts are not allowed to participate in special events, paid for by vendors, where attendees are solely Gartner and vendor associates. This policy ensures that our analysts are available to all conference attendees.

Update: If you would like Gartner analysts to participate in any vendor-sponsored event at a Gartner conference, please send an email to ombudsman@gartner.com or call us at +1 203 316 3334 with the following information:

Names of Gartner analysts you would like to invite; Number of end users you would like to invite (remember, end-user invitations are required); and Venue of event. Our general guideline here is that venues optimized to conduct business-oriented discussions are OK; "social" venues (for example, theatre, sporting events) are not. Just as with vendor surveys, our analysts will accept these invitations only when they receive approval from the Ombudsman.

This policy hasn�t been modified to make it more difficult to get to our analysts; it's been changed because a number of vendors have scheduled some very "social" venues for these gatherings, where the risk of the appearance of compromised integrity is so great that we believe we need to review all requests.

7 September 2005
Gartner's Copyright and Quote Policy - Compliance is important to you!

Gartner takes compliance with our Copyright and Quote Policy very seriously. It's important to us because it protects the integrity of our brand and our reputation for independence and objectivity. It's important to IT vendors and users as well, because it enables our analysts to express their views candidly, without fear of being misquoted, taken out of context, or used by competitors to either promote or disparage IT products or services.


We work with our clients every day to approve external uses of our name and research within the guidelines of our policy, and find that the vast majority of our clients respect our processes. In those cases where they do not, there are a range of actions available to Gartner, which may include, but are not limited to:


  • Escalation to your senior management and CEO
  • Imposition of quote bans on all uses of the Gartner name and research
  • Corrective announcements posted on the Ombudsman page of www.gartner.com
  • Termination of services
  • Please report all violations to quote.requests@gartner.com.
1 September 2005
Magic Quadrant and MarketScope Market List Now Available on gartner.com

We are pleased to announce that a list of all Magic Quadrant and MarketScope market research is now available on gartner.com. This new practice responds to many requests from vendors and users for greater transparency into our market research process and plans. Please keep in mind that these are planned dates and that they may change throughout the year. We update the list with changes as they occur. Please contact Jenni Lehman, VP Research Methodology, if you have questions.

24 August 2005
Analyst Relations teleconference

On a recent series of client visits in the Bay Area, I got some fantastic feedback from vendor clients, which I'm now working through diligently. A request that came up a number of times was to get a glimpse into Gartner's vendor product strategy. The good news is that there is a lot to talk about. Robin Kranich has agreed to participate in an Analyst Relations teleconference to describe what we have cooking and to answer your specific questions. Here are a few of the areas that she will touch on:

  • How Gartner is organizing our product and content organizations to address the Business of Research and the Research Business
  • Gartner's market-based approach to product management and implications to the vendor marketplace
  • Gartner's commitment to the Dataquest line of business and our plans to invest in it
  • Steps Gartner has taken and will take toward transparency to our clients
  • Gartner's plans to bring together the recent end-user-focused Industry Advisory Services with the Dataquest industry offering

Please submit your questions for Robin by 9 September to ombudsman@gartner.com. You guys never disappoint with your insightful questions, and I'm sure this call will be no exception. I look forward to the interaction.

One other note: We will conduct focus groups specifically for vendors at this year's Fall Symposia in Orlando, Cannes and Sydney. These focus groups will seek vendors' opinions on various issues of objectivity, as well as Research methodology and architecture. If you plan to be at one of the symposia and would be interested in participating, please send an email with the subject "Symposium Focus Groups: [Specify Location]" to ombudsman@gartner.com.

DIALING INSTRUCTIONS: 10 minutes prior to call's start time, dial into:
  • US/Canada Dial-in #: (888) 545-8491
  • Int'l/Local Dial-In #: (706) 679-4068
  • Confirmation ID#: 8824787
  • Please read below for further details *

ENCORE REPLAY INFORMATION:
After the call, a digital recording will be available for replay until November 30, 2005. To access the recording, please use one of the Dial-In Numbers listed and the Conference ID number shown below. Encore Dial In #: 1 800 642 1687 or 1 706 645 9291
Encore Dates: 09/14/2005 12:30 EST - 11/30/2005 23:59 EST
Conference ID #: 8824787

4 August 05
Hello Everyone,

You may have noticed that gartner.com got a facelift over the weekend. And on July 21, 2005 Gartner is announcing enhancements to our services to better address unique industry technology challenges and to better address specific client needs and priorities. These enhancements include:

  • Stronger vertical industry coverage; and
  • Greater input from clients in shaping Gartner's research agenda (with industry services now focusing on top client issues)

We want to share details about these announcements with you as soon after the announcements as possible, because we know you'll be on the firing line yourselves.

During this call, Ellen Kitzis, Group VP and head of Gartner Product Management, will give an overview of the announcements and will be available to answer your questions about them and about the new face of gartner.com.

The following is the replay dial-in information.

Replay the Voice Conference

Call MeetingPlace:
  • Toll-free (US only): 1-800-260-2140
  • Toll-free (Canada only): 1-866-701-6338
  • International Direct Dial: 1-617-231-2053

Press 3 to access meeting notes (meeting ID 999164)
Enter meeting parameters to join the audio conference replay

8 July 05
Replay of Quarterly Analyst Relations Call

If you missed this quarter's Analyst Relations call and are interested in hearing about updates to the Magic Quadrant and frequently misunderstood quote policies, listen to the replay.

1 July 05
Gartner Announces Magic Quadrant and MarketScope Methodology and Process Updates

Gartner instituted key updates to the Magic Quadrant and MarketScope Research Methodologies and Processes. We launched this initiative to leverage the best of both Gartner and Meta Qualitative Market Analysis methodologies. The goal was to increase transparency, consistency and predictability for Vendors, and to improve the value of these deliverables for our User Clients. Markets are now defined and will be posted on gartner.com

The markets Gartner plans to cover over a one year period have been reviewed and approved by the SRB. The approved list is driven by client need and market opportunity, and will be posted on gartner.com in the near future with the publication date and the planned refresh date. Additional markets may be added at the discretion of the Analyst, Agenda manager, and the SRB.

Standardized tools and templates

A team of Analysts have reviewed Gartner and Meta analysis tools and writing templates and developed new tools and templates, reflecting best practices from each. The output of this effort includes a set of tools which create consistency in our approach and the way the research is presented on gartner.com.

Template changes ensure that all information pertaining to the Magic Quadrant or MarketScope is available in one document, including:

  • Market definition
  • Inclusion criteria
  • Standard evaluation criteria with weightings specific to the market -low, standard, high
  • Market Analysis
  • Vendor comments
Standardized evaluation criteria

Analysts will now use a set of standard evaluation criteria, which ensures consistency over time and allows our User clients to better track the markets we cover. The standard evaluation weights are now low, standard, and high. For Magic Quadrants, criteria that are not applicable to a given market will simply be zero-weighted and will be eliminated from the overall scoring and placement in the table or graph. For MarketScopes, an analyst may choose between one and seven of the standard evaluation criteria. Criteria that are not relevant to a particular MarketScope will simply not be included in the research.

The following table outlines the standard criteria that will be used for Magic Quadrants and MarketScope research. These are the standard criteria that represent the starting point for analyzing a market, but naturally they are not going to be used in the same way for all markets. Analysts with further define the criteria specific to the market they are analyzing.

Completeness of Vision
A clear, differentiated set of messages consistently communicated throughout the organization and externalized through the Web site, advertising, customer programs and positioning statements.
Market Understanding Ability of the technology provider to understand buyers' needs and translate these needs into products and services. Vendors that show the highest degree of vision listen and understand buyers' wants and needs, and can shape or enhance those wants with their added vision.
Marketing Strategy A clear, differentiated set of messages consistently communicated throughout the organization and externalized through the Web site, advertising, customer programs and positioning statements.
Sales Strategy The strategy for selling product that uses the appropriate network of direct and indirect sales, marketing, service, and communication affiliates that extend the scope and depth of market reach, skills, expertise, technologies, services and the customer base
Offering (Product) Strategy A technology provider's approach to product development and delivery that emphasizes differentiation, functionality, methodology, and feature set as they map to current and future requirements.
Business Model The soundness and logic of a technology provider's underlying business proposition.
Vertical/Industry Strategy The technology provider's strategy to direct resources, skills, and offerings to meet the specific needs of individual market segments, including verticals.
Innovation Direct, related, complementary and synergistic layouts of resources, expertise or capital for investment, consolidation, defensive or pre-emptive purposes.
Geographic Strategy The technology provider's strategy to direct resources, skills and offerings to meet the specific needs of geographies outside the "home" or native geography, either directly or through partners, channels and subsidiaries, as appropriate for that geography and market.

Ability to Execute
Gartner analysts evaluate technology providers on the quality and efficacy of the processes, systems, methods or procedures that enable IT provider performance to be competitive, efficient and effective, and to positively impact revenue, retention and reputation. Ultimately, technology providers are judged on their ability and success in capitalizing on their vision.
Product/Service Core goods and services offered by the technology provider that compete in/serve the defined market. This includes current product/service capabilities, quality, feature sets, skills etc., whether offered natively or through OEM agreements/partnerships as defined in the market definition and detailed in the subcriteria.
Overall Viability (Business Unit, Financial, Strategy, Organization): Financials Viability includes an assessment of the overall organization's financial health, the financial and practical success of the business unit and the likelihood of the individual business unit to continue to invest in the product, continue offering the product and advancing the state of the art within the organization's portfolio of products.
Sales Execution/Pricing The technology providers' capabilities in all pre-sales activities and the structure that supports them. This includes deal management, pricing and negotiation, pre-sales support and the overall effectiveness of the sales channel.
Market Responsiveness and Track Record Ability to respond, change direction, be flexible and achieve competitive success as opportunities develop, competitors act, customer needs evolve, and market dynamics change. This criterion also considers the provider's history of responsiveness.
Marketing Execution The clarity, quality, creativity and efficacy of programs designed to deliver the organization's message in order to influence the market, promote the brand and business, increase awareness of the products and establish a positive identification with the product/brand and organization in the minds of buyers. This "mind share" can be driven by a combination of publicity, promotional, thought leadership, word-of-mouth and sales activities.
Customer Experience Relationships, products and services/programs that enable clients to be successful with the products evaluated. Specifically, this includes the ways customers receive technical support or account support. This can also include ancillary tools, customer support programs (and the quality thereof), availability of user groups, service-level agreements, etc.
Operations The ability of the organization to meet its goals and commitments. Factors include the quality of the organizational structure, including skills, experiences, programs, systems and other vehicles that enable the organization to operate effectively and efficiently on an ongoing basis.


Important Point- The new tools and standard evaluation criteria will generate the Magic Quadrant graphs. Please note that the first time a market is analyzed using the new process the MQ graphs created may look very different from earlier versions.

Research data collection remains flexible

The standard, approved methods for collecting data include short surveys or questionnaires, vendor briefings, and reference checking. Data collection methods remain at the analysts' discretion and will vary by market based on market maturity, complexity and dynamics. Vendors will be notified early in the project which data collection methods the analyst will use as well as when they need to provide information.

Internal Review

Gartner's rigorous internal review process will continue to be used. Prior to the research going to a vendor for Fact Review, it must be vetted internally by an appropriate Research Community and go through standard peer review with other analysts with insight into the market.

Vendor Factual Review

The Vendor Factual Review process has been updated to increase transparency and consistency. This is an opportunity for vendors to review vendor-specific comments and the graphic or table before publication. Vendors have five business days to respond in writing with any factual corrections. Vendor scores will not be shared at any point in the process. In addition, vendors may schedule 30-minute calls to ask questions and discuss the research with the analyst. This review must be scheduled through Client Services. The analyst calls are a courtesy call and do not extend the factual review timeframe.

Vendor communication

Analysts are now asked to communicate with vendors at four specific stages throughout the research process.

1. Contact Confirmation
2. Project Initiation--including timeline, process, inclusion and evaluation criteria with weights
3. Vendor Fact Review
4. Courtesy Copy of Research immediately following publication.

In addition, Analysts have been given a set of standard communications to ensure the process is consistent and that vendors are informed during the entire process.

Coming Soon
  • A Special Report showcasing the new research will be published in the September/October timeframe. An outline of the methodology and how to use the research will be included.
  • We are planning focus groups at Fall Symposium to get feedback on the new research and process. We request your participation in this research so we continue to refine and improve the process!
Magic Quadrant and MarketScope Research remains qualitative research, and continues to represent the expert opinion of the Analyst covering a particular market. In addition, while these changes have officially launched, there will be a transition period during which Worldwide Analysts and Publishing teams adopt and implement the process successfully.

If you have further questions, please contact the Analyst covering your market directly or for general inquiries on the new process, contact Jenni Lehman - jenni.lehman@gartner.com

Thank you for your support and patience while we work through these changes.

Gartner Research Management

23 June 05
Gartner Copyright and Quote Policy Changes

We recently updated our policies to ensure our intellectual property is not taken out of context and therefore possibly misunderstood by those reading it.

The new policy is that if a Magic Quadrant, Vendor Rating or MarketScope graphic is extracted for use in presentations, the entire Research Note must be made available to the audience. Why have we done this? Because if the graphic is presented by itself -- without the context of its explanatory content -- it can easily be misunderstood. For example, without context viewers might think the only vendors worth considering in a Magic Quadrant are those in the "Leaders" quadrant. This is clearly not our intent, but viewers would not know this unless they read the Research Note surrounding the graphic.

This change ensures the policy is consistent for all of these graphical excerpts. (This has always been our policy for extracting these graphics, with the exception of use in presentations to a limited audience.)

The second change is that Magic Quadrant, Vendor Rating and MarketScope graphics may not be used in advertising. The reasoning is the same: without explanation, these graphics could easily be misunderstood by the audience viewing them.

View the updated policy.

Please refer any questions to quote.requests@gartner.com.

7 June 05
First Take Review

Our updated First Take review policy allows vendors at least four hours, in the time zone of their headquarters, to provide feedback on the facts. Previous policy was two hours.

2 June 05
Vendor-Paid-and-Sponsored Events at Gartner Conferences

Gartner's brand differentiation and therefore our business is based on our research integrity. Even the appearance of compromised integrity is unacceptable. For this reason, during Gartner conferences our analysts are not allowed to participate in special events, paid for by vendors, where attendees are solely Gartner and vendor associates. This policy ensures that our analysts are available to all conference attendees.

1 June 05
Announcing the Senior Research Board for Cross-Research Issues

If you missed this quarter's Analyst Relations call and are interested in hearing about updates to the Magic Quadrant and frequently misunderstood quote policies, listen to the replay.

30 May 05
Analyst Coverage Map: Who Covers What?

In December 2004 we released a simple page which pairs analysts with their coverage areas. Upon completion of our acquisition of META Group in April, we integrated all former META analysts. Use this if you would like to get a complete list of analysts who cover certain topics or would like to know the focus area of a particular analyst.

17 January 05
New Faces

We have expanded our staff to better serve your needs. Larry Perlstein joined the Office of the Ombudsman in January 2005, and Kimberly Wheeler in November 2004.

Contact

Analyst Coverage