Gartner Analyst Relations Community Webinar

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Gartner Analyst RelationsCommunity WebinarJeff Golterman, Gartner GVP and Global AR CommunityLeadOctober 13, 2016CONFIDENTIAL AND PROPRIETARYThis 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 intended recipients. This presentation may containinformation 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. 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Our Gartner AR Community Mission“To enable each ARCommunity member todeliver measureablebusiness value back toyour company, andmake it easier for you tocommunicate with andbuild relationships withGartner analysts.”1 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Representing Gartner todayJim Dunlavey - VPHigh-Tech & Telecom Portfolio DevelopmentDavid Black, VPMethodologies & Content ArchitectureClaire Dessaux - MVPResearch Content Planning & Delivery2 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Important Updates for you and your company Gartner Peer Insights update andreminder about the new tools fortechnology providers Magic Quadrant Reference SurveyOptimization Update Research Process Optimization Update3 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Gartner Peer InsightsRatings and reviews of enterprise technology solutions byend-user professionals for end-user professionals More than 5,500 reviews published in 94 markets and on 800 technology solutions 106 markets open for reviews, with 30more coming in 2016 Reviews cover the entire technology lifecycle(evaluation, implementation, service & support) Makes Gartner the must-have source fortechnology buyers, providing a full spectrumperspective from analyst-led research and advicesuch as Magic Quadrants to the peer perspectivein Gartner Peer Insights Open to public since October 20154 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Gartner Peer InsightsContinued acceleration and adoptionPeer Insights trafficTraffic and review count is up 7x since public launch inOctober 2015Monthlygrowth rate 15%Peer Insights published reviewsKey growth drivers for thissubstantial increase include:Reviews up 7Xsince October 2015Oct-15DecFebAprJunAug Expanded market coverage Organic growth through publicsearch enginesOct-16 Vendor engagement andcampaign drives Events programs (bothGartner and Vendors)Oct-155DecCONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.FebAprJunAugOct-16

Who’s reading Peer Insights reviews?83% from organizations with 50M revenue and public sectorPeer Insight Reader – Sector and RoleTop 10 job roles of IT users: Enterprise Architect Infrastructure & Ops CIO Applications Security & Risk Mgt Data & Analytics CMO CEO Sourcing and VendorRelationships Other CxOBased on available data as of Oct 3, 2016; Users are not yet required to enter all demographic info6CONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.Peer Insights Reader Firm Size

Gartner Peer InsightsContinue to expand End User awarenessPeer Insights continues to become an integral part of the My Gartner clientuser experience and decision process7CONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Gartner Peer InsightsInteractive Magic Quadrant Integration8CONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Gartner Peer InsightsReview Campaign resources – Technology Provider ToolsMonitor overall Review activityacross all Markets or filtered tospecific Products and/or MarketsLeverage custom “Write a Review”links, pre-configured for the correctProduct and Market for theReviewer Enables targeted campaigns for eachof your Products or ServicesCreate custom “Reader Reviews”links, directing Readers to existingReviews on specific Products. 9CONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.Highlight End User perspectivethrough digital marketing, socialmedia, websites, and more!

Magic Quadrant ReferenceSurvey OptimizationOverview and Update10CONFIDENTIAL AND PROPRIETARY I 2015 Gartner, Inc. and/or its affiliates. All rights reserved.

Magic Quadrant reference survey enhancements Continued optimization of Magic Quadrantreference survey process Exploit synergies between MQ Reference & PeerInsights surveys: Common survey experience Transparency of survey questions andresponses post-Magic Quadrant publication Visibility into the voice of customer sentiment Ease of converting references to reviews Consistency of questioning for improved datagathering and analysis11CONFIDENTIAL AND PROPRIETARY I 2015 Gartner, Inc. and/or its affiliates. All rights reserved.

Integrated MQ reference and Peer Insights survey and processMagic QuadrantReference Survey Combine Magic QuadrantReference and Peer Insightsquestions into one surveyPeer InsightsSurvey All reference survey responsesare delivered to the MQ authorsas usualNew Magic QuadrantReference SurveyGartner Peer Insights12 2016 Gartner, Inc. and/or its affiliates. All rights reserved.OPTIN! Respondents can opt-in to sharetheir review comments andratings on Peer InsightsAnalysts receiveall results Confidential Magic QuadrantReference survey answers arenever published on Peer Insights

MQRS markets have generated 450 reviews in pilotsResults of 8 MQRS-Peer Insights pilots (vs.corresponding 2015 surveys)26Opt-in rate for Peer Insights(%)20100ImprovedexplanationSurvey length81%80%60911001009495596 total surveysin 8 pilot markets(all ratings for PI)62Completion rate461 (88%) opt-in toshare full review4.04.020152016 pilotsSatisfaction score13EMMS SFA DCIM ORMCONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.WC SACBT STA NPMD

Magic Quadrant reference/Peer Insights alignment benefitsGartner /TechnologyProvider ClientsTechnology Providers Greater visibility in thereference process and inthe survey questions Optimized use ofcustomer references byleveraging the samecontacts for multipleinitiatives towardexpanded marketpresence and increasedrevenues14 Representativeperspectives from largevolume of reviews fromhigh-value users Enhanced value inResearch documentsresulting from theintegration of Gartnercontent and users’feedback for moreinformed decision makingCONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner Analysts Continuous flow of enduser insights for highquality fact-base Optimized and consistentreference process acrossall MQs/CCs with nosurprises for technologyproviders

Timeline for transition1H 2016Pilot2H 2016TransitionPlan for 2H 2016 Transitioning a portion of MQs to the newprocess: Heads-up in vendor welcome packet Heads-up to all references of the processincluding FAQs about Peer Insights Aligned survey questions Use new in-house survey delivery andtracking platform All other MQs will continue to use existingprocess (check the Publication Calendar ongartner.com for details)15CONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.2017DeploymentPlan for 2017 All MQs requiring customer references will usethe new process Any telephone reference/interview-basedsurveys will require anonline survey too

MQ Reference/Peer Insights SurveysTransition MQs for Q32016/Q42016 n 16Subject to changePub DatePeer Insights MarketStatusLead AnalystCoordinator/PMAdvanced Distribution Management Systems17-MarActiveRhodes, Randymary.horta@gartner.comApplication Release Automation (ARA)17-AugActiveFletcher, Colinmichele.severance@gartner.comApplication Security Testing17-FebActiveZumerle, Dionisiocourtney.stroka@gartner.comBusiness Continuity Management Planning Software, WW17-JulActiveWitty, Roberta J.tania.jaffe@gartner.comEnterprise Data Loss Prevention17-FebActiveReed, Brianmichele.severance@gartner.comEnterprise Network Firewalls17-MayActiveHils, Adammichelle.vanpelt@gartner.comIdentity Governance & Administration17-FebActiveGaehtgens, Felixsammi.pine@gartner.comInsight Engines17-FebActiveAndrews, Whitadrianne.gershberg@gartner.comIntelligent Business Process Management Suites17-AugActiveDunie, Robnicola.deaves@gartner.comIT Risk Management Software17-MayActivePratap, Khushbutowanna.bloodsaw@gartner.comManaged Security Services, WW16-DecPlannedBussa, Tobynicole.papadopoulos@gartner.comProcure-to-Pay Suites for Indirect Procurement17-JunActiveWilson, Deborah Rkathy.dowd@gartner.comSales Force Automation17-AugActiveTravis, Tadbeverly.paradis@gartner.com17-AprActiveTravis, , Jeremysammi.pine@gartner.com17-FebPlannedKlappich, C. Dwighttranace.peebles@gartner.comMagic QuadrantSales Performance ManagementUnified Threat Management, Worldwide (End User) Enterprise Network16FirewallCONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.Warehouse Management Systems

Call to Action for Technology Providers Create awareness with your references about Peer Insights and theirability to opt-in to share their anonymized responses as a review Customer reference survey process changes should have minimalimpact to you as technology provider: Continue to submit your list of customer reference contacts in thesame spreadsheet and work with the MQ project manager Share the FAQs on the process with your reference customers We will notify you when the survey opens and closes You will receive weekly status updates with the list of customerreferences who responded/did not respond to the survey Direct any questions to methodologies@gartner.com17CONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Research Process Reminders18CONFIDENTIAL AND PROPRIETARY I 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Timeline (1/2)StepWelcome PacketCommunicationVendor SurveyCommunicationVendor SurveyResponses19When By the end of the kick-off month asspecified in the Publication Calendar ongartner.com (at the very latest) Three weeks before the first request forinformation Three weeks after Welcome Packetcommunication Three weeks after reception of thesurvey for medium-size surveys 2016 Gartner, Inc. and/or its affiliates. All rights reserved.WhoRecommendations/CommentsGartner Read the Welcome Packet carefully Take the time to study the MQ timelinespecified in the Welcome Packet very carefully Flag right away any anticipated conflicts withcustomer events, product launches, etc. thatwould prevent you from working with us at therequested timeframeGartner Contact MQ Project Manager with anyclarifying questions on the surveyParticipatingvendors Be as succinct but precise as possible Focus on information that differentiates yourproduct/solution Refer to facts whenever possible Add links for more information

Timeline (2/2)StepRequest for customerreference contacts20When Three weeks after Welcome PacketcommunicationWhoGartnerRecommendations Focus on providing contacts that match therequested profiles Use the FAQ to promote Peer Insight tocustomer references Three weeks after requestParticipatingvendors Ensure data quality in the submissionspreadsheetExternal FactualReview Five business days from reception of thevendor write-up MQ graphicParticipatingvendors Focus on correcting inaccurate facts Use links to provide evidence Do not rewrite the textCourtesy copycommunication Upon publication of the MQ documentList of CustomerReference Contacts 2016 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner Sent to participating vendors

Summary and next steps Gartner Peer Insights momentum and tools for technologyproviders Peer Insights has momentum, campaign to capture reviewsfrom your clients and use the new tools to track and monitoryour review sets MQ Customer Reference Survey Process and PeerInsights Alignment Transition throughout 2016 before applying to all MQcustomer reference surveys in 2017 – make sure yourreferences know they can submit reviewswww.gartner.com/peerinsightsContacts for questions and assistance: Research Process Reminders Understand the expected timelines and flag concerns rightaway to Project Manager, then to Lead Author’s TeamManager21 2016 Gartner, Inc. and/or its affiliates. All rights reserved.Peer Insights: Peerinsights@gartner.comMethodologies: Methodologies@gartner.comResearch Process: optimized delivery@gartner.com

Wrap Up We’ll post our charts from today’sWebinar to the AR Community st-relations.jsp For those of you that haveregistered for the AR Forum inOrlando and Barcelona, we’ll seeyou there! For those who would like toregister, please e-mail us atARCommunity@Gartner.comThank You!22 2016 Gartner, Inc. and/or its affiliates. All rights reserved.

Magic Quadrant reference survey enhancements Continued optimization of Magic Quadrant reference survey process Exploit synergies between MQ Reference & Peer Insights surveys: Common survey experience Transparency of survey questions and responses post-Magic Quadrant publication Visibility into the voice of customer sentiment