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

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

The value to team collaboration – The ROI of an Analyst Relationship Management System [part four]

icon-tools.jpgThis is the fourth in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we investigate how these systems can enhance collaboration.  Other posts will explore metrics and look at the values that can be obtained.  Your comments are encouraged.

It is 11 PM, do you know where your analyst is?

AR teams should know the perception of analysts long before the curfew of a Magic Quadrant.  Getting blindsided by a presentation, or knowing you have been dropped from a short list is never fun.  There are many ways to determine current analyst perception – but one not to be overlooked is simple team collaboration.  This becomes especially true with larger AR teams, or those that are organizationally or geographically distributed.

Tracking your AR activities and the perceptions that analysts have about your company is not an individual effort, but requires teamwork.  Methods that promote easy sharing of Continue reading

Getting value out requires putting effort in – The ROI of an Analyst Relationship Management System [part three]

icon-tools.jpgThis is the third in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we review some best practices in using a system.  Other posts will explore metrics and look at the values that can be obtained.  Your comments are encouraged. 

Data entry needs

A good ARM will allow you to append interaction information to each analyst record.  This information can include personal entries about analyst perception, but most significantly it can be the corporate memory of analyst interactions.  By recording the date, type, and results of each interaction with each analyst you build a history that is available to the entire AR staff as well as new members. 

We have heard comments from AR managers who believe that data entry into any ARM takes too much effort and the value is not worth the work involved.*  This is a short sighted view for several reasons.

  • Generating metrics – SageCircle is a strong believer in metrics. If you don’t record your activities and Continue reading

Commercially available systems – The ROI of an Analyst Relationship Management System (part two)

icon-tools.jpgThis is the second in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we look at some of the commercially available products.  Upcoming posts will suggest some best practices in using a system, and look at the values that can be obtained.  Your comments are encouraged. 

Where is your ARM?

Analyst Relations programs can use systems that are built in-house or use commercially-available software either on-site or hosted.  Significant factors in making the decision are the available IT support resources and the methods and resources you use to maintain the database.  Some teams have also expressed concerns about data privacy with hosted applications, but these concerns are effectively addressed by commercial providers with state-of-the-art security features.

If you do elect to create and maintain the database internally you will need to plan AR resources for ongoing research and maintenance Typical AR teams do not have Continue reading

Definition and basic characteristics – The ROI of Analyst Relationship Management Systems (part one)

icon-tools.jpgThis is the first in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we will look at the characteristics of a good system.  In future posts we will review some of the commercially available products, suggest some best practices in using a system, and look at the values that can be obtained.  Your comments are encouraged. 

What is an ARM?

Sales and service organizations have long used customer relationship management (CRM) systems to provide customer service, track and promote sales, and maintain general customer records.  These can range across home-grown in-house systems, commercially-available software run by IT, and hosted solutions provided by outside firms.  The value of these systems is well documented.  Public Relations departments often track their work in PR-specific systems that fit into the same three categories.  Analyst Relations teams need to look to Continue reading

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