Gartner AR Quarterly ATC

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Gartner AR Quarterly ATC September 9, 2008 Jeff Golterman GVP, Gartner High Tech and Telecoms Programs Gartner Analyst Relations Community Lead

Today’s Agenda Tuesday September 9, 11:30 am and 7:00 pm Welcome Jeff Golterman, group vice president and Gartner AR community leader Gartner Magic Quadrant Reference Checking Process  Jenni Lehman, group vice president, Gartner Research Operations Best Practices: Customer References – Peer Perspectives John Taschek, vice president market strategy, Salesforce.com Best Practices: Vendor Briefings – Gartner Analyst Perspectives Michael Maoz, vice president and distinguished analyst Gartner Research Heads-Up: New Content Available for AR Professionals Andy Rosenblatt, vice president, Gartner High Tech and Telecoms Programs Heads Up: New Quote Policy Coming in September Nancy Erskine Q & A Wrap-Up Tuesday September 9, 11:30 am and 7:00 pm 2

Gartner Process for Vendor Reference Checking Purpose: During Gartner’s Interviews of Analyst Relations professionals, you’ve expressed a deep interest in clarifying Gartner’s references policies An Important Issue: Reference checking spans many Gartner Research methodologies Critical for both analysts and provider clients End User client reference relationships are important for you and Gartner Read More: “Gartner FAQ document on Research Process Steps for Magic Quadrants and Marketscopes”: http://www.gartner.com/it/docs/MQ_MS_FAQs_May_2007.pdf - Jenni Lehman, group vice president, Gartner Research Operations 3

Customer References: Peer Perspectives Purpose: To provide Analyst Relations professionals with Best Practices – as seen by an analyst relations peer 4

Customer References: Peer Perspectives 5

Customer References: Peer Perspectives 6

Gartner Analyst Briefings: Analyst Perspectives Purpose: To provide Analyst Relations professionals with Best Practices – as seen by one of Gartner’s experienced and most senior analysts An Important Issue: Briefing Gartner analysts is a significant effort for providers Analyst briefings are often attended by vendor senior executives; stakes are high Analyst relations professionals seek ways to streamline and optimize the results Michael Maoz, vice president, distinguished analyst, Gartner Research 7

Heads-Up: Gartner for Analyst Relations - New Functionality for AR Professionals Purpose: Provide visibility into the unique insights and new tools developed specifically for AR professionals as well as an overview of some of the new content delivered in Gartner for Business Leaders offerings. Through a live demonstration we’ll cover: Unique insights derived through… My Company Dashboard Readership Demographic Reports New content including SWOT, Emerging Market and Emerging Technology reports Productivity tools such as… Company and Market Tearsheets Analyst Relations Toolbox Analyst Fast Finder and improved analyst bios Save the date: September 23, 2008 from 11:00 – 12:00 Eastern. Invite to come… - Andy Rosenblatt, VP, high tech & telecoms product management 8

Heads-Up: New Policy for Quoting Gartner Analysts Purpose: An updated copyright and quote policy makes it easier to quote Gartner when time is of the essence and the audience is limited. In our upcoming Analyst Relations Newsletter we will cover: Why we’re updating our policy How our high tech provider clients will benefit Situations where our new quote policy will apply Look For: Gartner Analyst Relations Newsletter arrival Week of September 22 - Nancy Erskine, group vice president, Office of the Ombudsman 9

Q & A

Heads Up: Gartner Analyst Relations Forums at US and European Symposia Tuesday October 14, 3:00 pm, Orlando Tuesday November 4, 3:00 pm, Cannes Sydney Dates and Times – Stay Tuned! Welcome Jeff Golterman, group vice president and analyst relations community Leader Gartner Strategy Update Gene Hall, chief executive office High Tech and Telecoms Update Michael Yoo, senior vice president, Gartner High-Tech & Telecom Programs Gartner Research Update Peter Sondergaard, senior vice president and global head of Gartner Research Panel Discussion: Working Effectively With Gartner Throughout the Magic Quadrant Research Process Panelists will include AR professionals and representatives of Gartner Research Q & A We look forward to seeing you there! 11