• Recent Posts: Influencer Relations

    Saying farewell to David Bradshaw

    Saying farewell to David Bradshaw

    A funeral and celebration for David Bradshaw (shown left in this 2000 Ovum awayday photo, arm raised, with me and other colleagues) is to take place at West Norwood Crematorium, London SE27 at 2.45pm on Tuesday 23rd August and after at the Amba Hotel above London’s Charing Cross Station, on the Strand. David considered that that Ovum in that incarnation was […]

    David Bradshaw 1953-2016

    David Bradshaw 1953-2016

    David Bradshaw, one of the colleagues I worked with during my time as an analyst at Ovum, died on August 11. He led Cloud research in Europe for IDC, whose statement is below. David played a unique role at Ovum, bridging its telecoms and IT groups in the late 1990s by looking at computer-telecoms integration areas like CRM, which I […]

    AR managers are failing with consulting firms

    AR managers are failing with consulting firms

    Reflecting the paradoxical position of many clients, Kea’s Analyst Attitude Survey also goes to a wide range of consultants who play similar roles to analysts and are often employed by analyst firms. The responses to the current survey show that consultants are generally much less happy with their relationships with AR teams than analysts are. The paradox is that as […]

    Fersht: some IIAR award-winners “just tick the boxes”

    Fersht: some IIAR award-winners “just tick the boxes”

    Some of the firms mentioned by the IIAR’s analyst team awards fall short of excellence. That’s the verdict of several hundred analysts who took our Analyst Attitude Survey, and of the CEO of one of the top analyst firms. Phil Fersht left the comment below on our criticism of the IIAR awards. We thought we’d reprint it together with the […]

    Do the IIAR awards simply reward large firms?

    Do the IIAR awards simply reward large firms?

    The 2016 Institute for Industry Analyst Relations’ awards seem to be rewarding firms for the scale of their analyst relations, rather than their quality. In a blog post on July 6th, the IIAR awarded IBM the status of best analyst relations teams, with Cisco, Dell and HP as runners-up. Together with Microsoft, which outsources much of its analyst relations to […]

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 critical to track metrics and to measure the performance of AR.  Their measurement program is strongly tied to business objectives, which helps them achieve strong executive support.  He highlighted the metrics that Infosys tracks and how they have leveraged ARchitect to generate those metrics. The real-life examples prompted a lot of discussion about why measurement is so important.

Dave Eckert of SageCircle then led a discussion on the tactics that ARchitect clients can use for gathering and analyzing metrics. The keys to good metrics are planning, establishing data entry standards, and creating a balanced scorecard that appropriately reports the results.  Dave showed some samples of how data could be more easily entered and how reports can be automatically generated.

Several interesting questions related to how to get AR professionals motivated to consistently enter appropriate interaction data into an ARM.  While some managers rely on using a big stick the group was seeking those carrots that encourage staff to make the entries in a timely manner.  We believe that making entry easy, for example using ARchitect’s email capture makes creating analyst interactions easy, and providing pre-created reports that quickly expose the value are significant tactics.  We blogged about this in part of the ARM series, but we would welcome your comments on ways you have found to improve interaction tracking.

In addition to the posts we have made in the blog the Online SageContentTM Library contains information on selecting and using a suitable ARM.  Implementation planning and staff training are also significant factors in the success of any ARM.

SageCircle Technique:

  • AR programs need to set measureable goals based on company objectives
  • AR teams need a consistent process for tracking analyst interactions and obtaining metrics
  • AR staff members need to see immediate value to their work if timely entries are expected
  • Metrics are a key to showing ROI for the analyst relations program

Bottom Line: The Return on Investment for AR programs becomes more significant when company budgets are tight.  AR teams need to be seen as strategic partners in revenue generation and not as incidental cost centers.  Producing good performance metrics for executive staff can go a long way toward obtaining executive support.

Questions: Do you use an ARM?  How do you encourage AR staff to make timely entries?

One Response

  1. […] Automating AR activities with an ARM like ARchitect Posted on May 27, 2009 by sagecircle Last 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. […]

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