Analyst Ecosystem News – Comings and goings, company news

Tip o’ the hat to the tipsters who provided us with the following tips. Most prefer to be anonymous.

 Arrivals:

Ptak, Noel & Associates – Mike Karp (email) joins Ptak, Noel covering storage and storage services.  Mike will be working out of offices in the Boston area.

Departures:

Freeform Dynamics – David Tebbutt (Twitter) covered social and environmental computing

Gartner – Jim Lundy (Twitter) covered social media has left for Saba (vendor)

Company News:

ARinsights enables users to view analyst photos on their smart phones. Using ARchitect™’s Outlook plugin, AR managers can quickly and easily create an Outlook contact that includes the analyst’s picture. This can be incredibly handy if you are Continue reading

Which analysts get the most attention from AR?

Rick Shuri, CTO, ARInsights[Note: this guest post is from Rick Shuri the CTO of ARInsights, the provider of the ARchitect™ ARM (Analyst Relations Management) system. ]

 Over time our clients ask for a variety of new features to be added to ARchitect.  One of the requests was to advise them on which analysts were getting the most attention from AR staff.  ARchitect users can easily get these types of reports based on the data they have entered, and analyze the data to ensure they are focusing their efforts on the most influential analysts in their market space. 

However, knowing the relative importance of an analyst among all vendors was not something a client could obtain.  We elected to compute a set of statistics based not on a single client, but as an aggregate of all our clients.  Using this method we produced an overall ranking of those analysts that our vendor clients seem to feel are most important.  Without revealing other client information it also gives an AR team a sense as to which analysts may be busy working with other vendors.

ARchitect Power 100ARchitect™ Power 100 analysts are the top one hundred analysts ranked according to their activity level among all ARchitect users.  These are the analysts with the most sustained “buzz” in the industry right now.    

In order to create the ranking we considered a wide range of criteria which included the frequency of interactions, emails, and captured research & media as well as how recently each of the postings was entered.  Obviously those analysts with a lot of current activity are high on the radar of the client teams.  A ranking algorithm assigns different weighted averages to each factor and employs certain data smoothing techniques.  Analysts are re-ranked daily to reflect all current aggregate activity.   

The most current analyst list information is available in a number of ways: 

  • We place a small icon next to their name on the profile page for each Power 100 analyst.  This alerts Continue reading

Automating AR activities with an ARM like ARchitect

icon-tools.jpgLast week in Las Vegas Dave attended the ARchitect™ Users Group meeting, which was hosted by ARInsights.  This Analyst Relations Management System (ARM) and its features has been discussed in previous posts.

ARchitect’s new “briefing book” feature, which is about to be released, was previewed which sparked a lively discussion.  This new functionality allows clients to create “templates” in Microsoft word which will then be populated with information from the database.  The template process allows each client to create very custom pages including headers and footers, company logos, and company standard layouts.  ARchitect then returns a complete report in word format which can be further edited as needed.

A best practice for using this new feature, as well as the standard features for any ARM system, is to carefully determine the desired results and then ensure that the data needed to create the output is properly entered into the system.  AR teams need to take the time to establish goals for their reports, including metrics reports, and then work toward data consistency that will automate these routine tasks. This is actually an easy process that does not take a lot of time, but has a huge payback. 

In the case of the briefing book, SageCircle recommends that you think carefully about how you hope to use the output.  Most executives will be happy with – or likely prefer – a very concise and targeted page that explains who this analyst is, why they are important to the company, what to expect for Continue reading

Integrating your ARM into your daily activities using an Outlook plug-in

icon-tools.jpgWe often hear AR teams complain about the difficulty getting full team participation in their Analyst Relationship Management (ARM) application.  It seems that some team members don’t appreciate the value or perhaps are not sufficiently trained.  When only part of the data is entered it limits the ability to generate metrics or encourage good collaboration.

Dave was speaking with the CTO of ARInsights the other day during one of the periodic calls we have with them about ways their product can more effectively manage an AR program.   The discussion was about their soon to be released Add-In for Outlook 2007.  Just as with the 2003 version this code helps to integrate their ARchitect product into the normal work day and automate data entry.

If you send an email to one or more analysts, even using blind carbons, the integration allows you to create an interaction and post the data directly into the ARM.  This makes tracking activity such as sending out quarterly earnings, press releases, or simple exchanges very easy.  You can also track your email threads automatically – allowing team members to know about activity with analysts you have in common.

Forward planning is critical for an effective AR program.  Integration between your Outlook calendar and ARchitect enables you to easily create future interactions, add then to your personal Outlook, log them to ARchitect, and display them on Continue reading

How third parties can help with data collection

AR Metrics & MeasurementAs was mentioned in Out-tasking AR Activities, measurement work is a prime candidate for out-tasking. There are various firms that can assist AR programs with measurement program design, gathering, and analyzing data. Some examples include: 

Measurement program designSageCircle has proven intellectual property and templates to help AR teams set up practical and effective measurement programs.

ARchitectTM - ARinsights‘ collaborative application and integrated database makes data collection, querying, and reporting easy. AR practitioners can accomplish in seconds what used to take hours of manual effort. SageCircle strategists are experts in how to leverage ARchitect as part of a measurement program.

Spoken Word Audits - A variety of firms provide services which are similar to SageCircle’s suggested technique for Spoken Word Audits. The Spoken Word Audit uncovers what analysts are saying about your products/services to end-users during Continue reading

ARchitect Users Group Meeting – lively discussion on AR metrics

icon-tools.jpgLast week, following the Forrester Technology Leadership Forum in Orlando, ARInsights held their second ARchitectTM Users Group meeting.  ARchitect is the leading Analyst Relationship Management (ARM) system with a significant number of client companies using it.  It was nice to see some of those companies represented at the meeting and the dinner that followed. Of course, there was a lot of good informal information exchange during the reception, aka the booze and schmooze.

Rick Shuri, ARInsights’ Chief Technology Officer, outlined some of the new features recently implemented as well as plans for the upcoming year.  The development schedule is strongly influenced by customer requests and some discussion of what the group felt was important gave an indication of where the product is likely to be expanded. It has been our experience managing an actual ARchitect deployment that ARInsights is very responsive when it comes to listening to customer and prospect suggestions.

Sunder Sarangan of Infosys shared his perspective on why it is Continue reading

Who are you? Analysts better make sure they are in the AR databases.

icon-tools.jpgHow do AR teams get the information for building and ranking analyst lists? How do they know the people claiming they are analysts really are analysts? In many cases, the AR professional will look it up in a commercially available AR database or contract with an AR services firm that has analyst list creation product.

Are you in the database? Is the information accurate?

One of the important AR tools that AR teams have is their trusty Analyst Relationship Management application (ARM tool, think CRM specifically for AR) or standalone analyst database. The reason why these tools are so valuable is that the database is maintained by the vendor, saving AR the grunt work of tracking an ever changing universe of analysts.

AR teams use the electronic directories all the time to create new or to refresh existing analyst lists. Just go into Continue reading

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