Tag: AR

Analyst Relations Quarterly Newsletter | Q3 2024

Dear AR friends,

In a few short weeks my colleagues and I will attend and sponsor the Spotlight AR Summit 2024 in Kansas City. I hope to see many of you there! Come look for the Everest Group table and say hello. I’ll be joined by a few of your favorite analysts, Chirajeet (CJ) Sengupta and Abhishek Singh. Now is the time to contact any of us to set up- time to meet in KC!

But on to our regular newsletter business – I often hear AR professionals ask how they can help their internal sales and pursuit teams meet their targets. AR can be a valuable resource in supporting the actual pursuit and sales process. AR teams are uniquely positioned to know which research firms have capabilities and resources relevant to different phases of the deal lifecycle – from target setting to account identification to solution crafting and proposal benchmarking. For these reasons, AR teams have the opportunity to shift the questions from sales leadership away from, “How many deals did you bring me?”, to “How can you help me be better prepared to compete?” In my experience, this is a challenging bridge to cross, but once the nature of the conversation changes, AR begins to play a different role at the corporate level.

Join me and my colleagues to dive deeply into this dynamic. On September 25, I will host a LinkedIn Live to look at how Everest Group works with the providers of services and technology to enhance their competitiveness in the marketplace. You can learn more and register here.

Enjoy the tail-end of summer!

Sincerely,

Katrina Menzigian
Vice President, Analyst Relations Engagement


Featured Video 

Everest Group’s Spotlight AR Preview
Get a preview of Everest Group’s Spotlight AR Summit discussion points from Katrina Menzigian (Vice President, Analyst Relations Engagement) and Abhishek Singh (Partner, Research). Everest Group is a sponsoring partner at this year’s Spotlight AR Summit, taking place on September 30 – October 2 in Kansas City.

WATCH NOW 


Thought Leadership

Unpacking Medicare Prescription Payment Plan (MPPP): Implications and Opportunities for Health Plans and Pharmacy Benefit Management (PBM)  | Report

Data and Analytics (D&A) and AI – Review of Snowflake’s Product Launch at Data Cloud Summit 2024 | Report

BPS Top 50 – 2024 | Report

 The Promise of Generative AI in Clinical Development | Report

Winning Pricing and Solution Sizing Approaches in IT Outsourcing Deals | On-demand Webinar


Client Success Stories 

Everest Group works with companies across industries and geographies, and we love sharing our client success stories with you. Feel free to circulate these with colleagues who may be interested. Or please ask about other examples that may better target something you’re working on.
Discover how Everest Group experts helped:
• A top global bank redesign its delivery locations portfolio
• A tier-1 consulting service provider evaluate pricing and solution metrics

READ ON 


Everest Group Events

Spotlight AR Summit 2024

AR Impact: Supporting Growth through Proposal Precision | LinkedIn Live

A Skills-based Approach to Identifying, Developing, and Deploying the Right Talent | Webinar

Maximizing Value in Finance Transformations with S/4HANA | Webinar

One Voice, Many Languages: Exploring Language Translation & Accent Neutralization Tech | LinkedIn Live


See Us At

October 15-17: Catch Ronak Doshi at ITC Vegas, ITC’s insurance technology event

October 21-24 | Catch a full battery of Everest Group experts at UiPath Forward

October 27-30 | Catch Everest Group BFSI experts at Money 20/20, a Fintech event


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

Finance and Accounting Outsourcing (FAO) PEAK Matrix® Assessment 2024 | Report

Conversational AI for IT Management Products PEAK Matrix® Assessment 2024 | Report

Lending Services Operations PEAK Matrix® Assessment 2024 | Report

Digital Interaction Intelligence Products PEAK Matrix® Assessment 2024 | Report

Digital Transformation Consulting Services PEAK Matrix® Assessment 2024 – North America | Report

 

AR Impact: Supporting Growth through Proposal Precision | LinkedIn Live

LinkedIn Live

AR Impact: Supporting Growth through Proposal Precision

Watch this event on LinkedIn which was delivered live on Wednesday, July 17, 2024

📊 Our expert team specializes in commercial and solutions analytics, such as pricing assurance, to guide organizations around the world 🌍 to build highly productive deals in the market. 🧩 Analyst relations (AR) teams can help their sales and go-to-market stakeholders harness these powerful capabilities to enhance competitive positions. 🚀

🎥 Watch this LinkedIn Live session to gain new insights into how Everest Group’s pricing expertise can advance go-to-market teams. Don’t miss the chance to ask questions live during the event! 💬

💼 During this collaborative LinkedIn Live session, we discussed:

🔍 How Everest Group can increase the competitiveness of deal pursuit activities of technology and service providers
🌟 The emerging segments within this ecosystem
🤝 Ways AR teams can enable key sales and go-to-market stakeholders to build productive engagements

Bhadola Somya
Katrina Menzigian
Vice President
Riya Munjal 1
Achint Arora
Vice President
Kumar Santhosh
Rahul Gehani
Partner
Aniruddha edited
Abhishek Sharma
Managing Partner

Analyst Relations Quarterly Newsletter | Q2 2024

Dear Colleagues,

As the heat of summer begins to settle in in many parts of the world, my mind can’t help but wander to thoughts about, “How hot will this summer be?” and “Will La Nina cause more rain this year?” Global weather patterns have become the stuff of everyday life. Similarly, we’re all more attuned today to the societal implications of how we interact with the world, our role as consumers, and how we do business, among others. The topic of sustainability across all its manifestations is one that several years ago Everest Group committed to addressing because, as one of our Managing Partners said, “It’s the right thing to do.” Since then, we have continued to build out our coverage areas, our perspectives, our networks, and our research teams. We have worked with many companies, both providers and enterprises, to share guidance, learn from each other, and map out a wide range of future visions.

It’s been two years since this AR Newsletter featured our sustainability practice, so today, we’ll cover what we’ve learned and where we’re taking our practice. You’ll learn about the analysts leading this effort and how Everest Group is bringing its unique lens on global services to the sustainability discussion to help providers and enterprises alike further their own initiatives related to people, profit, and the environment.

Best Regards

Katrina Menzigian
Vice President, Analyst Relations Engagement

 

Thought Leadership

Driving Sustainability in Retail and CPG Industry: A Business Model Transformation Approach | Report

From Risk Mitigation to ESG Leadership: The Untapped Potential of Managed Detection and Response (MDR) | Report

Decoding the EU AI Act: What it Means for Financial Services Firms | Blog

Everest Group Talent Demand Growth Index | India IT Services | Blog

From Buzzwords to Reality: Impact Sourcing and AI for Social and Business Advancement | Blog

 

Client Success Stories

Everest Group works with companies across industries and geographies, and we love sharing our client success stories with you. Feel free to circulate these with colleagues who may be interested. Or please ask about other examples that may better target something you’re working on.
Discover how Everest Group experts helped:

A leading pharmaceutical company renew its Salesforce contract
A leading professional services company assess the technology sustainability capabilities of competitors and partners across Europe

READ ON

 

Featured Video 

Everest Group Engage | The Event for Global Shared Services, Sourcing, Vendor Management, CX Leaders 

Learn about the upcoming event, Everest Group Engage: The Pragmatic Edge. This conference from September 30 – October 2 is designed to be a concentrated, high-impact course with hands-on, outcome-rich engagement between you, our experts, and the key ecosystem influencers who can ensure your success.

WATCH NOW 

 

Everest Group’s Latest Sustainability Research

Join Everest Group’s, Katrina Menzigian, Vice President, Analyst Relations Engagement, and Rita Soni, Principal Analyst, Impact Sourcing & Sustainability Research, to hear about Everest Group’s sustainability efforts company wide, including new research diving into people and social needs and how to get involved through impact sourcing, the latest in ways businesses can improve the environment, and how to create a business case from these sustainability initiatives.

WATCH NOW

 

Everest Group Events

London Breakfast Briefing | Local Networking Event Focused on the Adoption of Gen AI Across Industries

Strategic Sustainability Partnerships: Aligning Objectives for Long-Term Impact | On-demand Webinar

Countering Volatility in the Tech Talent Market: Technological Solutions | LinkedIn Live

Impact Sourcing: The Asset Enterprises Could Be Missing | LinkedIn Live

Marketing in 2024: Findings from Our CMO Priorities Survey | 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

Adobe Services PEAK Matrix® Assessment 2024 | Report

Vendor Management Systems (VMS) PEAK Matrix® Assessment 2024 | Report

Intelligent Process Automation (IPA) Solutions PEAK Matrix® Assessment 2024 | Report

SAP Business Application Services for Mid-market Enterprises PEAK Matrix® Assessment 2024 | Report

Research Insider: Everest Group’s Tech Provider Coverage and AR Initiatives | LinkedIn Live

LINKEDIN LIVE​

Research Insider: Everest Group's Tech Provider Coverage and AR Initiatives

View the event on LinkedIn, which was delivered live on Wednesday, May 8, 2024.

Watch this LinkedIn Live session with Everest Group’s Kriti Gupta, Practice Director, Katrina Menzigian, Vice President, and Nisarg Shah, Practice Director, for an example-focused discussion on Everest Group’s research into technology provider and platform markets. 📊

Using two vertical segments, Healthcare and Life Sciences 🏥, and Banking, Financial Services, and Insurance 💰, our experts explored how our research-based approach helps identify technology product market opportunities and develop effective go-to-market strategies and positioning. 🚀

What questions did this LinkedIn Live answer for the participants?

1. What technologies and platform markets does Everest Group cover? 🌐
2. What is unique about Everest Group’s approach to its coverage of technology provider and platform markets? 🧠
3. What kinds of business challenges and objectives are the target of Everest Group’s technology product research? 💼

Meet the Presenters

Practice Director
Vice President
Practice Director

Analyst Relations Quarterly Newsletter | Q1 2024

Greetings AR pros!

How did we get to the middle of March so quickly?! It seems like it was just a couple of weeks ago when many of you joined us for our 2nd annual webinar for AR professionals, where we shared guidance on how to plan for the year ahead. If you missed that event or would like to share it with colleagues, you can find the replay here. I hope that you’re off to a good start for 2024!

Given that this is our first issue of the year for the Everest Group AR Newsletter, it seems fitting to share updates on new offerings. There are three that I think you’ll find especially interesting and relevant for your organizations. In this issue, you’ll learn more about a new report type called the Service Provider Compass – and as the name implies, it’s all about location, location, location. We are also excited that this is the year that Everest Group launches its large-format events business, with the introduction of the Everest Group Engage event. Lastly, we’ll take a look at the Price Genius offering that just launched in January to enable IT service providers to more effectively price and solution their proposals. See below and click on each of these new offerings for more details.

We’ve already begun planning the next AR-focused event in our ongoing series – look for more details about our upcoming LinkedIn Live on May 8.

Best Regards

Katrina Menzigian
Vice President, Analyst Relations Engagement

 

Thought Leadership 

Insurance BPO Price Benchmarking Catalog | Market Insights™ 

Top 5 Service Providers Delivering Exceptional Value – Europe | Market Insights™ 

Leveraging Strategic Partnerships to Unlock the Potential of Gen AI in Customer Experience Management | Blog 

Navigating the New Landscape: How DORA Regulations Will Reshape the Future of Financial Services | Blog 

Beyond Filters: Exploring the Impact of Generative AI Influencers on the Marketing Landscape | Blog  

 

Client Success Stories 

Everest Group works with companies across industries and geographies, and we love sharing our client success stories with you. Feel free to circulate these with colleagues who may be interested. Or please ask about other examples that may better target something you’re working on.

Discover how Everest Group experts helped:

A leading global service provider enhance its sustainability enablement technology services portfolio
A leading technology company shape its strategic CX priorities

READ ON 

 

Featured Video 

Capture

Adobe Summit 2024: Key Expectations 

Hear Everest Group experts Ronak Doshi, Partner, and Nitish Mittal, Partner, talk about their expectations for the 2024 Adobe Summit Digital Experience Conference, including movement on generative AI and what use cases are making it into production, Adobe’s new products, content supply chains, commercial structures, and more in this short video.

WATCH NOW 

 

Get to Know Our New Offerings 

Everest Group Engage | The Pragmatic Edge: Designing Your Future 

Everest Group’s inaugural Engage event addresses the fundamental challenges around technology, the economy, and changing workplace cultures. Save your place for this event and join our analysts, your peers, and global experts in the ecosystem to learn how these seemingly disparate functions are the collective future of success and innovation for your companies.

EXPLORE 

 

Service Provider Compass™ 

Everest Group’s Service Provider Compass™ is a complimentary report designed to help sourcing leaders get an outside-in view of service providers’ market positions in key delivery locations. The first report focuses on IT-ADM and CXM services delivery from Mexico.

REQUEST NOW 

 

Price Genius™

Price Genius™ is a web-based platform that provides service providers with an outside-in perspective on key commercials and solution sizing elements. It provides robust insights across five key application management services (AMS) pricing models and forty locations.

EXPLORE 

 

Upcoming Everest Group Events 

Upcoming AR-focused LinkedIn Live event on May 8: A Closer Look at Everest Group Industry Technology Coverage: The case of BFSI and Life Sciences

Conversations with Leaders | a LinkedIn Live Series | Featured Speaker – Managing Director, Optum Global Advantage 

CPOs: Do More with Less in APAC through Gen AI, Innovation, and Rate Cuts 

Everest Group Engage 

 

See Us At 

March 11-15: Catch Everest Group’s Healthcare industry experts at HIMSS in Orlando, Florida
Mar 26: Catch Nitish Mittal and Ronak Doshi at the Adobe Summit in Las Vegas, NV
April 23: Catch Kumar Avijit at the RSA Conference in San Francisco, CA
May 16: Catch Durga Ambati at NEXT Pharma Summit in Dubrovnik, Croatia
May 21: Catch Ronak Doshi and Aaditya Jain at Formation ’24 by Duck Creek Technologies in Dallas, TX
June 3: Catch Everest Group’s Achint Arora and Amy Fong at the ProcureCon IT Souring event in Boston, MA

 

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 

Data Annotation and Labeling (DAL) Solutions for AI/ML PEAK Matrix® Assessment 2024 | Report 

Google Cloud Services Specialists PEAK Matrix® Assessment 2024 | Report 

Life Sciences Digital Services Specialists PEAK Matrix® Assessment 2024 | Report 

Digital Experience Platform (DXP) Products PEAK Matrix® Assessment 2023 | Report 

Retail IT Services PEAK Matrix® Assessment 2024 | Report 

Latest Published Research 

Generative AI for the Future of Application Services – Propelling Productivity and Reshaping Cost Paradigms | Report 

Interlude to Triumph: 5G Engineering Services State of the Market | Report 

Driving Sustainability in Retail and CPG Industry: A Business Model Transformation Approach | Report 

Decoding Supplier Relationship Management Technologies: What are the Best-in-class Functionalities and Features? | On-demand Webinar 

Importance of IT Security Amid Evolving Care Models in Healthcare and Life Sciences | Report 

 

 

 

Analyst Relations Quarterly Newsletter | Q4 2023

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

READ ON 

Featured Video

Capture

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.

WATCH NOW

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

2024 Analyst Relations Strategy Planning: Aligning with Market Predictions to Create Impact | Webinar

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

The Global Business Services (GBS) Landscape in the Consumer Packaged Goods (CPG) / Retail Industry | Report

 

 

 

 

 

2024 Analyst Relations Strategy Planning: Aligning with Market Predictions to Create Impact | Webinar

ON-DEMAND WEBINAR

2024 Analyst Relations Strategy Planning: Aligning with Market Predictions to Create Impact

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?

  • What are Everest Group’s key predictions for the technology and global services markets for 2024?
  • How can AR teams position to support their internal stakeholders given the market conditions expected for 2024?
  • What specific plans and preparations should AR teams undertake to maximize their ability to move the needle on the various goals across teams (sales, marketing, lines of business, etc.) in their organization?

AR professionals should attend from:

  • IT service providers
  • Technology providers
  • BPS providers
  • Engineering services providers
  • Consulting service providers
Menzigian_katrina
Vice President
Mittal Alisha
Vice President
Ranjan Rajesh
Partner

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

LINKEDIN LIVE

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

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?

  • How can AR teams better utilize their existing research memberships to drive value for their sales organization?
  • How can AR professionals better communicate the link between research and competitiveness and growth initiatives?
  • How can AR teams shape the discussion with their sales organization on how to leverage the value from research?

Meet the Presenters

Menzigian Katrina 1
Vice President, Analyst Relations Engagement
Everest Group
Norton Molly scaled qf6722t0ji2iebabpb6em3811icgqacai17qy4wgy8
Global Client Director
Everest Group

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

Rohit

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.

EXPLORE

Featured Video

Molly

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.

WATCH NOW

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.

EXPLORE

Events

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 

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Analyst Relations Quarterly Newsletter | Q2 2023

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:

  1. Automated data collection & analysis: AI can sift through an ocean of data – from analyst reports to social media chatter to RFI requirements
  2. Sentiment analysis: AI can gauge the tone of analysts’ writings about your companies, helping save time and attain clarity more quickly
  3. AI-powered relationship management: AI can help us track and monitor relationships with analysts, identifying patterns that can help you strengthen these vital connections
  4. Chatbots for quick response: With AI chatbots, you can ensure that some categories of inquiries are answered promptly, around the clock
  5. Customized content creation: AI can assist in crafting tailored content for analysts, by firm or topic area, boosting engagement
  6. Efficient briefings management: AI can streamline the management of analyst briefings, especially post-meeting follow-ups
  7. Effective internal communication: With AI, you can distribute crucial analyst insights swiftly and efficiently within your organizations
  8. And the most exciting – complete analyst RFI responses: By integrating various data sources and applications, you can conceivably use ChatGPT can to automate responses to analyst research RFI requests. Now wouldn’t that be nice!

 

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.

WATCH NOW

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.

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