Gartner

Gartner Policies

USAGE GUIDELINES FOR GARTNER SERVICES

Analyst Inquiry

If you are a Licensed User entitled under your company's contract with Gartner to engage with Gartner Analysts through our Inquiry Service, we encourage you to schedule Inquiry calls to discuss a company related issue and/or the interpretation and application of Gartner Research. Any such discussion must fall within the scope of your particular service and must be based on published Gartner research and/or content that falls within the coverage area of Gartner Research.

Usage Scenarios for Analyst Inquiry

SCENARIO 1: Scheduling an Analyst Inquiry call

Acceptable Use

After reading a Banking and Investment Services Gartner Research document, George (Licensed User) would like to speak with the Gartner Industry Analyst who authored it to ask some second level questions regarding the information he read. Since George has the necessary Advisor-level access with his Industry Advisory Services License, George may ask Gartner to schedule an Analyst Inquiry call with the relevant Gartner Industry Analyst.

Unacceptable Use

Sally (Non-User) must provide guidance to her senior leadership team on how to best restructure their network and communications systems. Sally's colleague, Frank (Licensed User) schedules an Analyst Inquiry call ; Sally participates in his place. This is unacceptable use because Non-Users may not participate on Analyst Inquiry calls. Frank may, however, take notes on his Analyst Inquiry call and share those notes with Sally; or alternatively, the Client company may contact their Account Executive to purchase a User License for Sally so that she can participate in her own right on Analyst Inquiry calls. The Account Executive will make sure to find an appropriate solution to meet Sally's requirement.

SCENARIO 2: Participation in Analyst Inquiry calls

Acceptable Use

George (Licensed User) is working with a group of colleagues, all of whom have Advisor-level licenses for Industry Advisory Services. They are launching a project related to gaining a competitive edge in the global manufacturing market. In preparation for the launch, George would like to schedule an Analyst Inquiry call with an Industry Advisory Analyst to better understand the key issues. This is an acceptable use of Analyst Inquiry, as all participants have an Advisor-level license for Industry Advisory Services.

Unacceptable Uses

Frank (Licensed User) is an Enterprise Architect who is responsible for multiple projects throughout the year. Frank likes to have other colleagues join him on his Analyst Inquiry calls to ensure that there is consensus and that all relevant questions are answered during the call. Sometimes, Frank invites a large group of participants to these Analyst Inquiry calls, none of whom has the Advisor-level or workgroup license required for participation. This is an unacceptable use of Analyst Inquiry calls, because only Licensed Users with the correct access level for the relevant service may participate on Analyst Inquiry calls. If Frank wants to have other colleagues participate with him on Analyst Inquiry calls, Frank should contact his Account Executive who will help Frank find an appropriate solution to meet his requirements.

Sally (Licensed User) is an administrator in the IT department of her company and currently subscribes to an Advisor-level license for Industry Advisory Services. Often times she sets up Analyst Inquiry calls for others in her department working on key projects (i.e. regardless if the other person is a non-User or Licensed User with a different level of access). Sally never joins the Analyst Inquiry calls. As a general rule, participation on Analyst Inquiry calls is limited to Gartner and those Licensed Users who are entitled to Analyst Inquiry for the same type of service under their company's contract with Gartner. Non-Users, inside or outside the Client company, may not participate on Analyst Inquiry calls.

SCENARIO 3: Use of Analyst Insights

Acceptable Uses

George (Licensed User) is assigned to a project team and schedules an Analyst Inquiry call with Gartner for additional insight on a subject. George may take notes during the Analyst Inquiry call and share those notes internally with his colleagues on the project team. Sharing notes from an Analyst Inquiry call internally with colleagues on a project team is an acceptable use so long as it is not done on a systematic or routine basis and so long as distribution is limited to an internal audience only (e.g., project teams of no more than 15 people, if it is more than that please consult usage.guidance@gartner.com for additional guidance).

Dawn (Licensed User) has read a Gartner Research document for her upcoming vendor selection process. Dawn noticed that Gartner has not published any research for 3 years on the vendor that she is considering. Since Dawn has a Gartner for IT Leaders Advisor license that entitles her to Inquiry, she schedules a call with the Gartner Analyst to determine how that vendor is faring in the marketplace. The Gartner Analyst may provide Dawn with up-to-date data and insights to help her in the selection process. Also note: the Gartner Analyst may not recommend a specific vendor to the client for selection.

John (Licensed User) is the CIO for a small company in a smaller geography. He is responsible for implementing an ERP system and has read an interesting Gartner Research document, but he is uncertain as to whether the advice provided in the Gartner Research document applies to his company. Since John subscribes to the Gartner for IT Executives CIO product, he schedules an Analyst Inquiry call to ask for additional guidance beyond what is published in the Gartner Research document. The Gartner Analyst may provide John with recommendations and information to consider so that John has greater insight to make an informed ERP selection.

Unacceptable Uses

Frank (Licensed User) asks Gartner to schedule an Analyst Inquiry call to assist him in reviewing a significant purchasing contract. Frank invites an outside consultant, retained by his company, to join him on the Analyst Inquiry call. This is an unacceptable use because Gartner does not permit Non-Users, inside or outside of Client company, to participate on Analyst Inquiry calls. Frank is, however, welcome to take notes on the Analyst Inquiry call and share those notes confidentially with his company's outside consultant.

Dawn (Licensed User) is responsible for numerous cost-cutting initiatives in her company's IT department and would like to work with a Gartner Analyst to set up an Analyst Inquiry to discuss her company's detailed cost-cutting strategy and conduct and in-depth discussion to establish priorities and estimated time frames. Since this request requires additional research and/or the development of supporting material by the analyst, it cannot be fulfilled in a 30-minute Analyst Inquiry call. Alternatively, Dawn may purchase from her Account Executive a Strategic Advisory Services (SAS) Internal Advisory Session.

John (Licensed User) contacts Gartner to schedule an Analyst Inquiry call about Camera Depot and the latest developments in digital SRL cameras, a vendor and topic that Gartner does not cover in its Research. In this case, John must look elsewhere for guidance on this particular vendor and topic.

SCENARIO 4: Recording of Analyst Inquiry Calls is Not Permitted

Unacceptable Use

Frank (Licensed User) schedules an Analyst Inquiry call to discuss a Gartner Research document on "Green IT Strategies." Frank wants to record the Analyst Inquiry call so that he can share the information he learns with a key group of managers within his organization. This is an unacceptable use because Gartner does not permit clients to record Analyst Inquiry calls. While Frank may share personal notes he takes during the Analyst Inquiry call, a verbatim recording of the Analyst Inquiry call is not permitted.

SCENARIO 5: What if product purchased has different entitlements from Usage Guidelines?

Acceptable Use

George (Licensed User) subscribes to a Gartner for IT Executives CIO License and is concerned because the terms in her Service Description for that product are different from the baseline License described in the Usage Guidelines. In instances, where a specific Gartner product offering includes entitlements that are different from the baseline license in the Usage Guidelines; the terms of that product offering will apply for the duration of George's Service Agreement.

SCENARIO 6: Use of Analyst Inquiry Written Responses

Acceptable Use

Dawn (Licensed User) subscribes to a Gartner license with Analyst Inquiry privileges. Instead of scheduling an Analyst Inquiry call, she has requested the Gartner Analyst to provide a Written Response to her question. Dawn would like to share the Analyst’s Written Response with her CIO. A Licensed User may, on a non-routine basis and provided the sharing is limited to a small audience, excerpt from or summarize in their own words an Analyst’s Written Response and share that excerpt or summary internally within their client organization only.

Unacceptable Use

Frank (Licensed User) subscribes to a Gartner license with Analyst Inquiry privileges. As part of a vendor selection process he is working on, he requests the Gartner Analyst to provide a Written Response regarding the pros and cons of doing business with a particular vendor. Frank decides to share the Analyst’s Written Response with that vendor. This is an unacceptable use of Analyst Written Responses as Analyst Written Responses are intended solely for use by the Licensed User. Any external sharing of an Analyst Written response is in violation of Gartner policy.

Baseline License: These Usage Guidelines are generally applicable to Licensed Users who have purchased a subscription to Gartner Services. In instances where a specific Gartner product offering includes different entitlements, the terms of that product offering will apply. Gartner reserves the right to periodically update these Usage Guidelines.

Updated as of 08 October 2012