• Recent Posts: Influencer Relations

    IDC overtakes HfS in 2017 global Analyst Firm Awards

    IDC overtakes HfS in 2017 global Analyst Firm Awards

    Gartner and Forrester’s leadership is no surprise, but this year IDC has won back third place in our annual Analyst Firm Awards, pushing HfS Research into a still-impressive fourth place. PAC and Ovum have also risen substantially this year, rounding out the top six. In last year’s awards, we saw that firms that could create business leads for their clients […]

    Analyst Value Survey shows deeper frustration with industry analysts

    Analyst Value Survey shows deeper frustration with industry analysts

    I’ve been in New York this week discussing the Analyst Value Survey with both Kea clients and industry analysts. The 2017 report will be available early in January, but the responses show that many users of analysts’ services are reaching out to more firms than before, and are gathering quite uneven value. Firstly, the good news is that many users […]

    Webinar: Survey shows new risks for analyst relations

    Webinar: Survey shows new risks for analyst relations

    A first glance at the Analyst Value Survey shows new risks emerging for analyst relations professionals. We’re hosting a webinar on November 30 to hear how leading AR professionals are responding to them, and what the best practice is for your analyst relations program. Three risks stand out massively. First, there a big gap between the firms that vendors think […]

    Vendors’ five key thoughts about analyst firms

    Vendors’ five key thoughts about analyst firms

    Five things stand out from vendors’ responses to a survey we conducted after our Analyst Relations roundtable at the English Speaking Union. Analysts (including analysts who call themselves consultants or advisors) are often thought to have bias, especially if most of their revenue comes from vendors. Sometimes the effort put into staying informed makes analysts seem very process-driven but less […]

    Join us for the Forum in San José on November 17

    Join us for the Forum in San José on November 17

    Should someone you know be at the year’s most important discussion on analyst relations? We’ll be at the free ARchitect User Forum 2016 in San José, CA, on November 17. Professionals from industry leaders will introduce the sessions: Lopez Research, Digital transformation; IBM, AR in large organizations; Cognizant, Managing analyst events;  Capgemini, AR knowledge management; Wipro, Intelligence-driven relationships; and ARinsights, AR […]

Monitoring Analyst Opinion within the Context of Measurement

AR Metrics & MeasurementCounting analyst mentions is often an operational metric.  However, it is a very incomplete measurement because counting mentions typically does not consider the intensity, the exposure, the focus, the alignment, or the accuracy of the opinion; all critical factors in determining the net impact of an opinion on shaping market perception and influencing buying decisions. If you consider these other attributes it can become a form of performance metric  because it can demonstrate that AR reached out to the analyst and communicated information for them. 

In order to move beyond an at-best tactical performance metric such as counting mentions to something more strategic, AR needs to elevate its focus by tracking opinions and data points (relevance, perception, net impact, etc.) over time on a more regular basis.  Monitoring opinion can help AR understand the effectiveness of its work by tracking whether opinions are improving over time. For instance, merely counting that there were 20 quotes per quarter in Q1, Q2, Q3 and Q4 indicates little on AR effectiveness. However, tracking that overall opinion in those four quarters went from very negative in Q1 to negative in Q2 to neutral in Q3 and positive in Q4 shows that AR has been very effective in understanding the positions of the analysts and presenting the company’s case to them.

It is our recommendation that AR programs do not settle for simply counting mentions in the press and research notes, but move to include analyst opinion monitoring. However, in the spirit of making data collection practical, this does not mean that Continue reading