ANALYST 1:1 MEETING FAQ

Introduction to Analyst 1:1 Meetings at Everest Group Engage

What is an Analyst 1:1 Meeting?
Analyst 1:1 meetings are 20-minute in-person sessions with an Everest Group analyst conducted during Everest Group Engage. Analyst 1:1 meetings are designed to address questions based on the analyst’s research and areas of expertise. Our analysts can discuss many topics, but this list is a suggestion of topics they’re aligned to:

  • Banking Financial Services and Insurance Tech and Operations
  • Enterprise IT and Engineering Services
  • Enterprise Intelligence and Automation
  • Environment, Sustainability Governance (ESG)
  • Experience and Trust (CXM)
  • Finance Accounting Outsourcing, Procurement Outsourcing,
  • Supply Chain Management / Enterprise Operations
  • Global Business Services
  • Healthcare Tech and Operations
  • Human Resources Outsourcing and Talent
  • Locations
  • Markets and Executive Insights
  • Pricing- Business Process Outsourcing (BPO)
  • Pricing-IT Apps
  • Pricing-IT Infrastructure
  • Retail/CPG Tech and Operations
  • Strategic Sourcing and Vendor Management Office (VMO)

Do I have access to Analyst 1:1 Meetings?
Analyst 1:1 meetings are reserved exclusively for Everest Group Engage Event attendees. This includes all conference attendees including sponsoring company staff. Contact the Everest Group Events team if you have questions about your access to one-on-ones via [email protected]

How do I submit an Analyst 1:1 Meetings request?
Prior to the conference days, you will receive email instructions for how to request a one-on-one meeting with an Everest Group Expert.

What information should I include in my request?
Use the Analyst 1:1 submission form to request your first-choice and second-choice topics for discussion, and the open text field to provide any specific information or sub-topic that you’d like to discuss to help us put your request in context and deliver a more personalized response.

How many 1:1 Meetings can I request?
Entitled attendees can have one analyst one-on-one meeting request. If additional slots are available on-site, attendees may be invited to request more than one meeting.

The Analyst 1:1 Meeting Experience

What should I expect during a one-on-one?
You will meet in person with the Everest Group expert on-site at the event during a pre-scheduled time in a location in the event venue as specified by Everest Group Engage events. Plan to discuss your questions and any additional context you can provide, such as business goals, with the analyst. Please do not assume the analyst knows the nuances of your business, or the full set of questions or business needs in advance of the meeting. By interacting with you and asking more detailed questions, we can better understand your objectives.

What if the analyst can’t help with my request?
If your questions fall outside our coverage areas, we will contact you as soon as possible.

Analyst 1:1 Meeting Session Terms of Use

Can I set up a 1:1 meeting with more than one analyst?
No.

Can I invite others to participate in my Analyst 1:1 Meeting?

No. 1:1’s are reserved exclusively for Everest Group Engage event attendees with 1:1 meeting access, as defined by the terms of your registration.

Can I use a 1:1 meeting to brief an analyst?

No. Analyst 1:1 meetings are designed to answer specific questions or discuss research, while briefings are designed to inform analysts about a product, service offering, or event. Analysts may accept or deny briefings based on their research agenda or calendar availability. For this reason, slideware presentations are reserved for briefings. If your goal is to brief our analysts, please work through our briefing process.

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