Analyst Relations Quarterly Newsletter | Q3 2023

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

A Message from Everest Group’s CEO and Founder on the Positive Opportunities Within Sustainability | Blog

Top Employers for Tech Talent™ ─ Understanding Brand Perception from the Perspective of Tech Employees in India, the US, and the UK | Blog

Generative AI in Retail and CPG: Revolutionizing Operations and Customer Experience | Blog

Generative AI’s Impact on the Talent Market: Unraveling its Effects on Training and Recruitment Versus the Environment and Society | 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.


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.



How AR Teams Use Research to Support Sales and Position for Competitiveness | LinkedIn Live

AR-focused Event | How Everest Group Guides Enterprises to Better Decisions | LinkedIn Live Discussion

The Pricing Index: Pivotal Themes and What to Expect in the Next Year | LinkedIn Live Discussion

From Hype to Reality: Maximizing Your Return with Intelligent Automation | Everest Group Participates in an Industry Event

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.

Everest Group’s RFI Agenda

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

BPS Top 50 – 2023 

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 

Life Sciences IT Services (ITS) State of the Market 2023 

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