When talking about partners, avoid the dreaded “shaking hands” clipart

Two of the hoariest clichés used in PowerPoint presentations for analyst briefings are a slide full of partner logos or using clipart showing shaking hands as a sign of partnership.

The partner slide is an important component of many presentations made to IT industry analysts. Unfortunately, too many vendors use these clichés and miss the opportunity to communicate real information that supports key messages.

A better way to design the partner slide is to use text names instead of logos and organize the name listings in a way that adds information (see the second figure). The organization of the names should support the key strategic messages of the current briefing. A key message-centric slide is much richer than a logo-centric slide and more partners can be listed. In addition, by organizing […]

Word cloud generator by Wordle

From the website: “Wordle is a toy for generating “word clouds” from text that you provide. The clouds give greater prominence to words that appear more frequently in the source text.” And a cool toy it is.

Obviously, SageCircle really, really focuses on AR and the analysts (click on the graphic to the right to enlarge).

However, Wordle is not just a toy, but potentially a useful tool for analyst relations professions with analysts that blog. Now you can in a minute with only a simple cut-and-paste of a URL get a feel for the most frequent – and by extension, most important – words in an analyst’s blog. For example, the word cloud to the left is for  […]

Best practices for partner collaboration on AR

This best practice comes from guest contributor Gerry Van Zandt (Twitter handle), AR manager with HP Services.

Joint product, service, or customer announcements with partners are a common part of the marketing repertoire for large and small companies in the technology world. But far too often these “announcements” consist of two names or logos at the top of a press release, with only modest coordination between the PR teams of the two companies (mainly securing approvals and edits to press release text) and then shot-gunning the news release out on the newswires.

As always, AR teams should assess the potential benefits of joint announcements and engage in the process early to help shape content and key messages. To maximize effectiveness of important joint announcements, AR also should coordinate closely with AR counterparts (or resources handling AR) at partner companies and jointly plan an analyst engagement strategy and timeline, executed by both companies. By doing this, analysts get informed about the upcoming news in advance, and learn its context and significance to both companies. This also gives them the knowledge to accurately comment if called by a reporter as a third-party story source.

When engaging with AR counterparts at partner firms, AR should:

  • Identify appropriate AR and marketing resources early at the partner firm. When AR is called into a project, they should as early as possible inquire with […]

Microsoft job opening – Director, Corporate Analyst Relations

Location: Redmond, WA

Apply online at Monster.com

The successful candidate will be responsible for defining and managing the successful delivery of key company-wide initiatives. Responsibilities will include:

  • Driving AR strategy for key corporate initiatives(s)
  • Maximizing Microsoft’s leverage of […]

How to use analyst market share numbers after Gartner makes a “huge mistake” with server market share numbers

photo-rob-enderle.jpgRarely do analysts call out another firm on perceived failures in research, but Rob Enderle does just that in Liars, Damn Liars and Statistics: Gartner Goofs on Server Numbers. Money quote:

“…However, the accuracy of these numbers even inside corporations (given how deals are accounted for) would suggest that getting within 5 percent of actual sales would be very difficult, let alone having a high level of confidence that under 1 percent actually signified real market leadership. …”

Rob then goes into an interesting discussion of the shortcomings of market share numbers and the methodologies used to create them. The article is well worth reading. It would be interesting – fun even – if more analysts engaged each other in the marketplace of ideas rather than having a monologue with clients.

SageCircle has long said that market share numbers from the market research analysts can provide interesting insights into the direction a market is going. However, relying on the numbers alone without […]

Thinking about Gartner’s Hype Cycle

As AR professionals focus (obsess) on the Gartner Magic Quadrant and Forrester Wave as primary targets for influencing, an important signature research deliverable is often overlooked – Gartner’s Hype Cycle (click graphic to see a larger version). This point is driven home by the fact that is takes a fair amount of work to find a vendor reprint of any Hype Cycle, whereas you can easily find MQ and Wave reprints starting on the first Google search results page. This vendor attitude is unfortunate because Gartner says that the Hype Cycle is the most read/download type of research, even more than the Magic Quadrant. However, because the Hype Cycle does not directly compare products and rarely even mentions vendors in passing, it is easy for vendors not to give Hype Cycles a high priority.

The Hype Cycle might take on additional visibility in October 2008 if Gartner and the Harvard Business School Press (HBSP) promote the new book, Mastering the Hype Cycle: How to Choose the Right Innovation at the Right Time by Jackie Fenn and Mark Raskino, as effectively as […]

Right firms – Search out alternative services providers that better match your needs for a better price [Purchasing Analyst Services, Part 4]

icon-budget-cuts-105w.jpgOne method for avoiding the price increases that Forrester and Gartner are initiating on a regular basis is to diversify your sources of analyst research and advice. The one usual negotiating trick of playing one vendor off another probably won’t work with Gartner as CEO Gene Hall has been quite emphatic in his quarterly earnings conference calls that discounting by sales reps has been and will continue to be sharply curtailed.  This means you may be better off looking to “boutique” firms for some services. There are hundreds of analyst firms in the market, many with very smart analysts and interesting research. Besides a lower price, there are other potential benefits to going with other firms including: flexibility in service delivery, better customer service, and unique insights.

The difficulty of purchasing from a smaller firm is discovering them in the first place. Forrester and Gartner (as well as the vendor-centric IDC) have tremendous mindshare from tens of thousands press quotes and growing sales forces that drive their brand equity. Very few firms outside of the Big 3 invest in marketing and sales that would give them the market visibility to become a regular addition to buyer short lists.

The next issue is finding alternative firms that can deliver services that meet your needs. Many analyst firms specialize in advising […]

Why analyst relations matter – Analysts do not have time to do all-inclusive research

(After an interesting Twitter-based conversation with Illuminata’s Gordon Haff and former IDC analyst Ida-Rose Sylvester over the use of the word comprehensive, we have decided to use the word all-inclusive instead. )

One aspect of the analyst industry that is not widely known by technology buyers (aka end users, usually IT managers) and vendors is that industry analysts do not have the resources (e.g., time and travel budget) to conduct and publish comprehensive all-inclusive research about a market.  Advisory analysts gather most of their data from client inquiry and vendor briefings.  The major firms do not conduct product evaluations, lab tests against specifications, or quality of service investigations.

 This point was highlighted by Forrester analyst Jeremiah Owyang in Starting the Forrester Wave: White Label Social Networks and Community Platforms about some research he is working on:

 “…I made a call for the vendor product catalog in this market, (and via email and twitter) that document is a detailed index of over 40 vendors in the space, (aprox 50% of the market) and will be available to Forrester clients…”

 “…Due to the rigorous methodology … The Wave will only include several vendors.”

There are two key points here, one is that the vendor catalog is only a subset of the market and, two, the Wave will be a further subset of the vendor catalog the analyst assembled.

For vendors in this market these points should send a shiver down their spines. If they […]