Our Mission

To foster information sharing and best practices among AR professionals for more effective and efficient interactions with Gartner and measureable business value to their company's.

October 13, 2015 Analyst Relations Newsletter

Jeff Golterman
GVP, Gartner High-Tech Telecom Programs

Dear Colleague:

As promised during our Gartner AR Forum in Orlando at Gartner Symposium/ITxpo on 6 October, we wanted to alert you that the new Copyright and Quote Policy presented by Nancy Erskine, Gartner GVP and Ombudsman, is now live. We also have a great article for you from Richard Marshall, Gartner Research Director, who outlines ways to leverage Gartner analysts during the high-tech product development life cycle and the benefits for AR professionals and their companies.

Gartner Copyright and Quote Policy Now Live!: As promised, the Gartner Copyright and Quote Policy has been updated, so you can now view the changes and new sections. As a reminder, here is what has changed:

  • NEW Magic Quadrant graphic parameters for home page promotions (as well as expanded guidance on quoting from MQ documents — Section 3.4a )
  • Clarified rules around quoting material in limited audience documents (Section 2.1), securities offerings and reports to shareholders (Section 2.5)
  • New sections for:
    1. Gartner event booth signage (Section 2.6)
    2. Videos (Section 2.7)
    3. IT Key Metrics Data (Section 3.5)
    4. Toolkits (Section 3.6)
    5. Gartner Trademarks/Logos (Section 2.9)
  • Increased transparency regarding violations and an important update to the “assessment” guide (Section 6.4)

Best Ways to Leverage Gartner Analysts During Your Product Development Cycles: Richard Marshall, Gartner Research Director in the Mobile and Client Computing research group, brings a wealth of high-tech industry experience to this important topic. Richard has held various product engineering, chief technology officer and CEO roles for high-tech organizations, large as well as emerging (link to his bio on, and has now in his three years as a Gartner analyst helped many high-tech providers be more effective in their product ideation, development and launch. As we've discussed together as an AR Community, leveraging Gartner analyst insights to help your company's offerings succeed in the marketplace is often your No. 1 AR program priority, This article with Richard is the first in a series focused on this topic. Let us know if you find this article helpful in your own AR programs.

How Do I Find Out Which Analysts Are Based in What Region?: We are asked by many of you “How can I find out where Gartner analysts are deployed by country?” We received this question again after we heard Peter Sondergaard, Gartner SVP and Global Research head, describe his strategy for global analyst placement at the 6 October AR Forum in Orlando. A tool is available to the Gartner AR Community that can be found on our Gartner AR Community site and is located under Resources and Research Organization. When you click into the link, you will find a document that is updated quarterly with listings of Gartner analysts grouped according to research teams. You’ll also find the geographic region and country for each analyst.

Lastly, registration is still open for the Gartner Analyst Relations Forum at Symposium/ITxpo ® in Barcelona, Spain, on 10 November. This year's forum is your opportunity to:

  • Stay current on Gartner corporate strategy and hear from Gene Hall, Gartner CEO.
  • Engage with Peter Sondergaard, Senior Vice President, Gartner Research, for the latest on Gartner research strategy.
  • Listen as Nancy Erskine, Gartner GVP and Ombudsman, highlights the details of recent changes in the Gartner Copyright and Quote Policy.
  • Hear from Jeff Golterman, Gartner Global AR Community Lead, who will share key insights from AR Community members about their strategies for working with Gartner analysts during the Magic Quadrant Research process.
  • Engage with Ken Davis, Senior Vice President, Gartner Business and IT Leaders Products & Services, to hear about Gartner strategy for high-tech providers and detail on Gartner Peer Insights, our latest content innovation!
  • Network with peers and Gartner staff during the cocktail reception and get a hands-on demonstration of Gartner Peer Insights.

The AR Forum is open to all high-tech industry professionals with AR responsibilities or interest with a valid Symposium/ITxpo ticket. Register today!

AR Forum Agenda

Barcelona 15:00 – 17:00

Opening Remarks
Jeff Golterman, Group Vice President, Gartner and Global AR Community Lead

Gartner Corporate Update
Gene Hall, Gartner CEO

Gartner Research Update
Peter Sondergaard, Senior Vice President, Gartner Research

Gartner Copyright and Quote Policy Update
Nancy Erskine, Group Vice President, Gartner Ombudsman

AR Pro Tips on Magic Quadrant Process Optimization
Jeff Golterman, Group Vice President, Gartner and Global AR Community Lead

Gartner Peer Insights: Why They're Important for High-Tech & Telecom Providers
Ken Davis, Senior Vice President, Business and IT Leaders Products & Services

Cocktail Reception — To Include a Virtual Tour of Gartner Peer Insights

Barcelona 17:00 – 18:00
Network with peers and Gartner staff


Our staff is available at Symposium/ITxpo to answer any questions regarding your AR program, AR best practices and maximizing your Gartner relationship. This can include helping you start your AR program or your career as an AR professional.

Email us at to arrange a one-on-one discussion!

As always, please send us your questions to, and we wish you much continued success with your Analyst Relations programs!


Jeff Golterman
Gartner GVP, High Tech Programs
Gartner AR Community Lead