Hello AR colleagues!
I’ll keep this newsletter short and to the point – I know how busy everyone is preparing for the end of 2023 and the beginning of 2024. With that spirit in mind, this issue highlights two AR-focused events that you will find relevant.
On November 30, many of you joined our LinkedIn Live entitled How AR Teams Use Research to Support Sales and Position for Competitiveness. Thank you for being part of a lively discussion! Thank you also to my co-presenters, Molly Norton, Global Client Director at Everest Group, and Allan Racey, Global Talent Services Lead, Accenture. We took a deep dive into actual cases where AR brought research to bear on specific sales and marketing scenarios and helped drive outcomes. Please watch the replay and hopefully it will help you make more of an impact.
You can join me and two of our leading analysts, Rajesh Ranjan, Partner, and Alisha Mittal, Vice President, for an AR-focused webinar. We’ll first look at Everest Group’s 2024 Key Issues study, which lays out our predictions for the coming year. Then, the session will consider how AR teams can plan their strategy for 2024 according to these predictions. We held a similar event last year, which proved to be helpful to many. You can watch the event here.
With that, I wish you all a good wrap-up for 2023, and we’ll continue the discussion in the new year. Best wishes to all!
Best Regards
Katrina Menzigian
Vice President, Analyst Relations Engagement
Thought Leadership
Navigating COP28: Insights on the Evolving Landscape of Sustainability | Blog
Tech Services Forecast For 2024 | Blog
Examining the Impact of the Israel-Hamas Conflict on Cybersecurity Innovation | Blog
Revolutionizing Intelligent Automation with Generative AI | Report
Engineering Services Top 50 – 2023 | Report
Client Success Stories
Discover how Everest Group experts helped:
• A leading quick service restaurant assess and validate the pricing, solution, and performance characteristics of cross-tower IT applications and infrastructure proposal, and
• A leading technology company shape its strategic CX priorities
Featured Video
How AR Teams Use Research to Support Sales and Position for Competitiveness
Watch Accenture’s Allan Racey, Global Talent Services Lead, and Everest Group’s Katrina Menzigian and Molly Norton in a compelling LinkedIn Live session. The speakers explore the strategies that enable AR teams to bridge the gap between research and growth. This session is designed to equip AR professionals with the knowledge and tools they need to better utilize their existing research investments and identify key opportunities where custom research can effectively strengthen sales initiatives.
Upcoming Events
Key Issues 2024: Creating Accelerated Value in a Dynamic World | Webinar
Building a Sustainable Future: Reflections on COP28 and Insights for 2024 | LinkedIn Live
The Generative AI Odyssey: A Year in Review and What’s Ahead in 2024 | Webinar
Popular Analyst Relations Resources
Sign up your colleagues and peers for Everest Group’s Quarterly Analyst Relations Newsletter
Help them stay current on Everest Group’s research and corporate happenings via our newsletter.
Everest Group’s Reports Portal: Home to All of Everest Group’s Content
Access our latest research, outcomes from our latest surveys and studies, on-demand webinars, and much more.
Analyst Relations Engagement Center
Please visit our dedicated Analyst Relations Engagement page to see past issues of our AR Newsletters and replays of past events designed for AR professionals.
Everest Group RFI Introduction and Overview Document
This is a handy reference guide on the basics about Everest Group’s RFIs, guidelines on how to use our PEAK Matrix® Assessments, and FAQs.
Analyst Relations Best Practices
Did you know you can view Everest Group’s RFI Agenda at any time? This listing of all forthcoming Everest Group RFIs can be found on our public Reports Portal. It’s a great one to bookmark to help your team better plan its workflow. The RFI Agenda is right on the landing page. You can see all the critical info, such as study title, status, RFI launch date, publication date, and links to previous reports. Check it out!
VIEW EVEREST GROUP’S RFI AGENDA
PEAK Matrix® | Recent Releases
MedTech Operations PEAK Matrix® Assessment 2023
Procurement Outsourcing (PO) – Services PEAK Matrix® Assessment 2023
Data and Analytics (D&A) Services for Mid-market Enterprises PEAK Matrix® Assessment 2023
Low-code Application Development Platforms PEAK Matrix® Assessment 2023
Latest Published Research
PriceBook H2 2023 | Business Process | Report
Provider Snapshot | DXC Technology | Report
Digital Interactive Experience (IX) Services PEAK Matrix® Assessment 2023 – Europe | Report
Strategic analyst relations (AR) teams are identifying focus areas and building their team’s plans for the upcoming year. One key priority is to align their 2024 AR strategy with their organization’s business objectives. The guiding “north star” is to create impact for internal stakeholders in terms of competitiveness and preparedness.
In this on-demand webinar, our expert analysts first revealed market predictions for 2024, drawing on findings from Everest Group’s Key Issues 2024 survey. Based on those findings, our speakers discussed recommendations and actionable steps intended to help AR teams position themselves as enablers for their organization to navigate market dynamics and the realities stakeholders will face in the coming year.
What questions has the on-demand webinar answered for the participants?
AR professionals should attend from:
View the event on LinkedIn, which was delivered live on Thursday, November 30, 2023.
Analyst relations (AR) teams of service and tech providers are facing increasing pressure to demonstrate the tangible value and impact of research investments for increased competitiveness and market success.
Watch this LinkedIn Live with Everest Group experts and Allan Racey, Global Talent Services Lead with Accenture. The speakers explore the strategies and that enable AR teams to bridge the gap between research and growth. This session was designed to equip AR professionals with the knowledge and tools they need to better utilize their existing research investments and identify key opportunities where custom research can effectively strengthen sales initiatives.
Participants had the opportunity to hear about instances where AR teams have achieved alignment with research investments and the objectives of their sales teams.
What questions does the event answer for participants?
Dear Analyst Relations colleagues –
In today’s 2023 market, organizations are working hard to pivot and focus intensely on revenue generation. Whether or not you believe there’s a recession, it doesn’t matter. What does matter is that companies are behaving as though there is one. Prophylactic cost-management measures have been rolled out across companies in order to be on solid ground should a recession emerge – which is, in reality, creating conditions similar to an actual recession. The common thinking seems to be “manage costs and drive revenue.” This shift coincides with more analyst relations (AR) teams having closer linkages with the sales and revenue generation teams at provider organizations. This, in turn, puts AR people in the position of linking the value of research to the desired outcomes of sales.
Everest Group’s consultative engagement approach has always been “business-need” centric, targeting the needs of sales and marketing stakeholders at provider organizations. We start with the premise that data that reflects actual on-the-ground realities leads to better insights and understanding, which can then help guide provider decisions around competitive positioning, buyer needs, partnering channels and strategies, go-to-market approaches, and better structured and priced proposals – all adding up to supporting higher win-rates.
I’m often asked how Everest Group engages with sales and marketing executives. The truth is that it’s a long answer that can best be described as starting with the strategy around market segments and extending through proposal review and bid support.
On November 30, you can join me and my colleagues on a LinkedIn Live dedicated to discussing how Everest Group supports sales and marketing teams through our memberships and bespoke projects. You’ll get a flavor of the discussion from the video below, where I introduce my colleague, Molly Norton, who works with many of our provider clients. Please watch the video and register for the event to join the conversation.
For those in the Northern Hemisphere – I truly hope you enjoy the last few weeks of summer!
Best Regards
Katrina Menzigian
Vice President, Analyst Relations Engagement
Thought Leadership
Generative AI in Retail and CPG: Revolutionizing Operations and Customer Experience | Blog
Talent Spotlight
Rohitashwa Aggarwal is a Partner in Everest Group’s Global Sourcing practice. In his role, he is focused on engagements and initiatives with global companies that focus on GBS / shared services centers. Rohitashwa works extensively with global organizations and GBS clients on their talent strategy, including global workforce planning, innovative talent acquisition and management practices, remote delivery models, and more.
You can learn more about Rohitashwa and connect with him on LinkedIn.
CONNECT WITH ROHITASHWA ON LINKEDIN
Positive Opportunities Within Sustainability
Keep an eye on our new sustainability-focused LinkedIn page, where we deliver valuable sustainability insights that businesses can leverage for their sustainability goals.
Featured Video
How Everest Group Supports Sales Teams Improve Outcomes
In this quick video, Katrina Menzigian, Vice President, Analyst Relations Engagement, and Molly Norton, Global Client Director, chat about the increasing interest among provider organizations to partner with Everest Group to target specific sales objectives and challenges.
Everest Group’s Buyer’s Corner
Read how Everest Group helped an insurance provider access a Guidewire licensing agreement to achieve best-in-class terms and conditions across the industry and best-in-class commercial outcomes.
Events
How AR Teams Use Research to Support Sales and Position for Competitiveness | LinkedIn Live
The Pricing Index: Pivotal Themes and What to Expect in the Next Year | LinkedIn Live Discussion
Popular Analyst Relations Resources
Everest Group’s Reports Portal: Home to All of Everest Group’s Content
Access our latest research, outcomes from our latest surveys and studies, on-demand webinars, and much more.
Wondering how to organize your team for future RFIs? Looking for the next RFI to showcase your capabilities? Search our public RFI Agenda for answers. Everest Group’s RFI Agenda is a great resource to bookmark to help your team better plan its workflow. You can see all the critical info, such as the study title, the study status, RFI launch date, publication date, and links to previous reports.
Analyst Relations Engagement Center
Please visit our dedicated Analyst Relations Engagement page to see past issues of our AR Newsletters and replays of past events designed for AR professionals.
Everest Group RFI Introduction and Overview Document
This is a handy reference guide on the basics about Everest Group’s RFIs, guidelines on how to use our PEAK Matrix® Assessments, and FAQs.
PEAK Matrix® | Recent Releases
Multi-Process Human Resources Outsourcing (MPHRO) Services PEAK Matrix® Assessment 2023
Cloud Services PEAK Matrix® Assessment 2023 – North America
Banking Operations – Services PEAK Matrix® Assessment 2023
Employee Experience Management (EXM) Platforms – PEAK Matrix® Assessment 2023
Net Zero Consulting Services PEAK Matrix® Assessment 2023
Latest Published Research
IT Service Provider of the Year – 2023
Safeguarding Assets: Building Trust and Combating Fraud
5G Engineering Services – Provider Compendium 2023
Cybersecurity Services State of the Market 2023: Cyber Secure to Cyber Resilient
Dear Analyst Relations colleagues –
We’ve all been very intrigued and a little nervous about an emerging world shaped by ChatGPT and other Generative AI (GAI) technologies. These buzz topics have clearly made their entrance into our worlds – both professionally and personally. I’m not sure how this technology will shape the fundamentals of my life and work, but I do know that I’m interested in figuring out how to make it work for me in achieving what I want to accomplish. So these next few lines reflect my thinking on how AR professionals can potentially get some value from GAI for the things they have to get done. Some strategic in nature, some operational. Here goes:
While the core value of AR comes from the nuanced conversations and relationships we nurture on a 1-on-1 basis, the power of AI for AR may lie in its ability to free you from routine tasks so you can focus on strategic planning, relationship building, and how best to apply insights from research to help with creative problem-solving for your organization.
How do you see yourself harnessing this tech to make your life a little easier and more productive?
Best Regards,
Katrina Menzigian
Vice President, Analyst Relations Engagement
From the CEO’s Office
In this video, Everest Group’s Katrina Menzigian, Vice President, Analyst Relations Engagement, speaks with Peter Bendor-Samuel, CEO, Everest Group, about GAI and what it could mean for businesses and why it’s the hottest topic in the industry. The speakers dive into the potential opportunities, the risks and how to manage those risks, and how GAI will be disruptive, but in a good way.
Everest Group’s Buyer’s Corner
Read how Everest Group supported this F100 company in transforming its strategic approach to existing and future IT Services (ITS) Outsourcing engagements by identifying opportunities for productivity and operational improvements.
READ HOW EVEREST GROUP SUPPORTED THIS FORTUNE 100 COMPANY
Talent Spotlight
Mukesh Ranjan is a Vice President in the Information Technology Services team at Everest Group, leading research in the areas of enterprise digital transformation, cloud and traditional infrastructure, next-generation network infrastructure, digital workplace, and cybersecurity. In a recent conversation, Mukesh shared, “I aim to help clients solidify their critical decisions in the fast-changing cloud and infrastructure space. We work hard to share insights that are data-backed and well-researched.”
Mukesh is this edition’s Talent Spotlight and you can read more about him in his bio.
CONNECT WITH MUKESH ON LINKEDIN
Analyst Relations Best Practices
Did you know you can view Everest Group’s RFI Agenda at any time? This listing of all forthcoming Everest Group RFIs can be found on our public Reports Portal. It’s a great one to bookmark to help your team better plan its workflow. The RFI Agenda is right on the landing page. You can see all the critical info, such as study title, status, RFI launch date, publication date, and links to previous reports. Check it out!
VIEW EVEREST GROUP’S RFI AGENDA
Help us improve your AR experience with Everest Group!
Please take our poll to help us learn, “What’s the overall level of effort you associate with working with Everest Group?” In exchange for your participation in our poll, you will have the opportunity to pick one of three complimentary research documents.
PEAK Matrix® | Recent Releases
Recruitment Process Outsourcing (RPO) Services PEAK Matrix® Assessment 2023
Contact Center-as-a-Service (CCaaS) PEAK Matrix® Assessment 2023
Trust and Safety Services PEAK Matrix® Assessment 2023
Enterprise Blockchain Services PEAK Matrix® Assessment 2023
Workplace Employee Experience Management (WEEM) Platforms PEAK Matrix® Assessment 2023
Marketing Services PEAK Matrix® Assessment 2023
Thought Leadership
Categories of Use Cases in Sustainability Enablement | Market Insights™
Impact of ChatGPT and Similar Generative AI Solutions on the Talent Market | Blog
Generative AI in Marketing: The Sidekick You Never Knew You Needed | Blog
Generative AI – Redefining the Experience Design and Development Process | Blog
View the event on LinkedIn, which was delivered live on Tuesday, May 16, 2023.
Everest Group has been working with enterprises since its inception over 30 years ago. On a daily basis, our research teams engage enterprise clients of technology and business processes services, often in ways other research firms do not. Everest Group takes pride in our ability to provide nuanced and impactful guidance to enterprise stakeholders in a variety of roles, including procurement and sourcing, operations and delivery, technology and the CIO’s office, and customer experience leaders.
📢 In this LinkedIn Live our experts discussed how Everest Group helps shape the decisions enterprise clients make every day regarding their providers, the deals they undertake, and the solutions and technology they invest in.
What questions did the event address?
✅ What is the nature of the work Everest Group does with enterprise clients?
✅ What specific enterprise client challenges does Everest Group typically tackle?
✅ Which enterprise stakeholders does Everest Group engage?
I’m often asked about Everest Group’s work with large enterprises and buyer organizations. That’s why I am excited that we are focusing this issue of our newsletter on how we engage with these clients to help them navigate their most complex operational and global services challenges. Whether for pricing assurance, locations strategies, sourcing and vendor management, technology selection, customer experience, or talent management, our team of seasoned analysts combine their expertise with innovative research methodologies to provide deep insights into the latest trends, technologies, and best practices in these areas. We work with clients on these topics through our custom projects as well as our annual memberships.
For example, our Pricing Assurance practice regularly works with enterprises on strategic engagement reviews and proposal reviews that provide holistic assessments of existing contracts or sole-sourced proposals. These reviews cover pricing, performance, contract terms, delivery metrics, and transformation agendas and set the stage for meaningful negotiations.
Similarly, our Global Business Services team works with global enterprises to ensure the optimization of in-house delivery operations. From technology investments to talent strategies and delivery location choices to business continuity, our research team has been tracking and advising in this space for over 15 years.
You’ll learn more about these membership areas and others, such as vendor management, Outsourcing Excellence, IT Talent, and CX Excellence. I encourage you to read on and ask questions – there’s a lot to unpack!
Best Regards,
Katrina Menzigian
Vice President, Analyst Relations Engagement
From the CEO’s Office
Everest Group’s CEO, Peter Bendor-Samuel, joined our Analyst Relations webinar on January 12, 2023, and offered his sentiments on how we work with the AR community.
Buyer’s Corner
Everest Group launched its Pricing Assurance suite of offerings almost 15 years ago in response to inquiries from large enterprise clients. As market needs have evolved, so have our guidance. One of our most sought-after capabilities is our Strategic Engagement Reviews and Proposal Reviews. This work involves conducting a holistic bespoke review of either an existing contract or an upcoming proposal. The review covers pricing, but also performance, solution elements, contract terms, delivery metrics, and the transformation agenda. The intent is to provide enterprises with a current and calibrated view of their engagements that can inform their own planning decisions and next steps.
Talent Spotlight
One of the key leaders on the team is Achint Arora, Pricing Assurance Partner, who says, “I’m passionate about helping clients get the best value for the services they need and want.” Achint is featured as our Talent Spotlight and you can read more about him here.
CONNECT WITH ACHINT ON LINKEDIN
Analyst Relations Best Practices
During our January 12 webinar, Key Themes to Help Analyst Relations Teams Navigate 2023 – An AR Professional Exclusive Webinar, we discussed how AR teams can better drive value and influence outcomes in the context of the key themes our research teams believe will shape 2023. We shared the above Analyst Relations Best Practices during the webinar that day, but you can view the full webinar here.
Help us improve your experience with Everest Group!
Please take our poll to help us learn, “What’s the overall level of effort you associate with working with Everest Group?”
PEAK Matrix® | Recent Releases
Marketing Services PEAK Matrix® Assessment 2023
Analytics and AI Services Specialists PEAK Matrix® Assessment 2022
Risk & Compliance in BFS IT Services PEAK Matrix® Assessment 2023
UK Contingent Staffing Services PEAK Matrix® Assessment 2023
SAP Business Applications Services PEAK Matrix® Assessment 2023 – Europe
Revenue Cycle Management Platforms PEAK Matrix® Assessment 2023
Thought Leadership
ChatGPT – A New Dawn in the Application Development Process? | Blog
Pillars of Metaverse Regulations | Market Insights™
The Pricing Bulletin: IT Services Pricing Expectations in Early 2023 | Video
How Net Zero Consulting Will Propel Companies’ Sustainability Objectives | Video
Tier-2/3 Cities Account For $36 Billion of IT Exports | In the News
Access the on-demand webinar, delivered live on January 12, 2023.
Analyst relations (AR) professionals play an essential role in developing their organization’s agenda around strategic planning and marketing initiatives for 2023. With economic uncertainty ahead, AR teams can help their organizations stay ahead of the curve and ultimately drive new business.
This webinar will prepare AR professionals to influence the thinking of their internal stakeholders on the key trends, dynamics, and likely scenarios to expect in the coming year.
Our speakers will discuss expectations for 2023, including:
This is an AR-professional exclusive webinar. AR professionals should attend from:
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