Analyst departures start at AMR Research

12/10/09 9:35 am PT – Initial post

SageCircle received a credible tip and subsequently confirmed that AMR Research VP Lora Cecere, who managed a team of analysts on how to drive greater value from the supply chain, is leaving AMR. At this point we do not know the circumstances, e.g., whether Lora left voluntarily or was part of a downsizing due to Gartner’s acquisition. SageCircle had received reports that Lora was one of AMR’s top producers. Lora had been at Gartner from 2000-02.

This comes in wake of the Gartner SVP of Research Peter Sondergaard’s announcement that all analysts had been given offer letters to stay with the new AMR. This could be the case of an analyst deciding not to join the new firm or AMR doing some downsizing prior to the official takeover by Gartner to spare the new owners the task of laying off analysts they said they would retain.

If you have tips about analysts who are leaving AMR Research or related research areas at Gartner, please send them to “info [at] sagecircle [dot] com” and we will confirm them before posting them.

Replay of the webinar “SageCircle Analysis of Gartner’s acquisition of AMR Research” is now available. To receive a link Continue reading

Defining “Analyst List Service Level Framework”

An analyst list service level framework defines the amount of resources that are available and the type and amount of each type that will be provided to any group of analysts as defined by ranking and tiering. For example, a service level framework will indicate which analysts receive one-on-one briefings from executives, get highest priority to getting their information requests handled, and are first contacted when major news breaks. Because service level frameworks reflect the amount of resources that the analyst relations (AR) team has available they must evolve as resources change.

Service level frameworks typically align with the tiers (e.g., Tier 1 and Tier 2) established by the analyst list management process.

Defining “Tiering an Analyst List”

Tiering is a process for segmenting an analyst list so that analyst relations (AR) can prioritize its activities. The most common labels are based on numbers (e.g., Tier 1, Tier 2 and Tier 3).  Tiering starts with a ranked list of analysts and then draws lines between analysts to create groups. Tiering is based on AR resources (e.g., AR headcount, executive bandwidth for briefings, budget, et cetera). The fewer the resources the smaller the number of analysts that can be included in the Tier 1 group. 

Tiering is one step in analyst list management and follows ranking and is used to provide structure to the service level framework.

Defining “Ranking an Analyst List”

Ranking is a process for ordering a list of analysts based on formal weighted criteria. The criteria can include points such as research coverage, visibility (e.g., publications, press quotes, social media, speeches, etc), firm affiliation, geography, risk, and others. Criteria and weights are driven by the objectives of the vendor at both the business unit and analyst relations level. Criteria and weights should evolve over time as objectives change. 

While firm affiliation is an important data point, it is not the primary driver for analyst lists. Ranking should focus on individual analysts and not automatically give top placement for analysts employed by the largest analyst firms.

Ranking is one step in analyst list management and precedes tiering.

Defining “Analyst List Management”

Analyst list management is a process for identifying, ranking in priority order, and tiering into segments the analyst community. The purpose is to provide analyst relations with a tool for establishing analyst relevance and analyst relations (AR) team priorities.

TowerGroup experiences layoffs

Logo - TowerGroupSageCircle has received credible intelligence that TowerGroup has  initiated a job action resulting in analyst lay offs. We will continue to provide updates as we learn new information.

 

  • Update: 7/9/09 9:07 am PT -Initial post. Sent request for confirmation to TowerGroup’s press office
  • Update: 7/9/09 9:28 am PT – Spoke with TowerGroup’s PR agency and they are checking with Tower about the SageCircle request
  • Update: 7/9/09 10:01 am PT – First analyst confirmation. Added to list below.
  • Update: 7/9/09 11:01 am PT – Another analyst added to list
  • Update: 7/9/09 11:32 am PT – Two analysts added to list
  • Update: 7/9/09 12:12 pm PT – One analyst added to list
  • Update: 7/9/09 1:50 pm PT – two analysts added to list
  • Update: 7/13/09 9:37 am PT – one analyst added to list
  • Update:7/13/09 9:46 am PT – report that entire European operation closed, except one analyst
  • Update: 7/13/09 2:27 pm PT – response from Tower about Euro cuts 
  • Of course, layoffs impact real people with families and obligations. Often AR people are genuinely friendly with the analysts they work with and this sort of news can be a shock. Unfortunately for AR professionals, analyst firm layoffs also raise important issues that need to be addressed ASAP no matter how much sympathy they feel for the analysts caught in the layoffs.

    Related reports and obsservations

    9/13/09 2:27 pm PT – from Bob Egan, TowerGroup head of research, via Twitter: “@carterlusher We remain very strong and committed to Europe with 3 in region analysts backed by an experienced team of global analysts.”

    9/13/09 9:54 am PT — How much of this reflects business issues with TowerGroup versus its owner, MasterCard? For instance, the last layoffs at IDC were mandated by across-the-board IDG cuts.

    9/13/09 9:46 am PT – Credible repot that entire European operation, both analysts and sales, were laid off with exception of one analyst left in London.

    TowerGroup Official Statement

    None at this time. Will be added should TowerGroup decide to issue a statement.

    Background

    For background on why some  Continue reading

    Misunderstanding Magic Quadrants, MarketScopes, and More

    Source: Gartner analyst blog by Lydia Leong

    Source: Gartner analyst blog by Lydia Leong

    For years IT and telecommunications vendors have complained about the misuse of Gartner Magic Quadrants by IT buyers.  It appears that three key issues are routinely surfaced: 

    1)     The criteria for placing the dots onto the graphic are not transparent and often the dots appear to be randomly placed by the whim of the analyst

    2)     Magic Quadrants are not always updated in a timely manner and out-of-date MQ’s seem to stay around forever

    3)     Research consumers often look only at the graphic and miss the supporting research note or do not speak directly with the analysts via client inquiry.  This is especially true when free reprints are made available to non-clients by various vendors

    Example Gartner disclaimer about the Magic Quadrant

    Example Gartner disclaimer about the Magic Quadrant

    Part of the problem is that while Gartner has background information about the MQ on its website (click here to read, free registration required) and a perfunctory paragraph to readers in the fine print in the footnote of MQ PDFs (click on graphic on left to enlarge), it does not have a systematically approach to training its clients about how the MQ is to be used. That is one of the reasons why SageCircle wrote IT managers, it’s never, ever only about the upper right dot when it comes to Forrester Waves or Gartner Magic Quadrants. (There is longer, more detailed version of this content in our  SageNote™ “A Consumer’s Guide to using Gartner’s Magic Quadrant”.)

    It was therefore refreshing to see a blog post on the Gartner Blog network by Jim Holincheck entitled Misunderstanding Magic Quadrants, MarketScopes, and More where he talks a bit about criteria transparency and the way these reports should be used.  It makes a good read for both vendor clients and IT buyer clients.  This addresses the number one concern above. Perhaps with more discussion the use of these important tools can be improved.

    However, there is still a disconnect with issue number three.  Jim states “More importantly though, Continue reading

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