Services for Organizations

Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection

Consulting & Strategy Sessions

Ventana On Demand

    Services for Investment Firms

    We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

    Consulting & Strategy Sessions

    Ventana On Demand

      Services for Technology Vendors

      We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

      Analyst Relations

      Demand Generation

      Product Marketing

      Market Coverage

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        Market Coverage

        About Coverage

        ISG Software Research provides market coverage of software providers and their products. We believe this is an essential activity for a research and advisory services firm and one that represents our corporate values of excellence and independence. But most importantly, we list the providers in coverage for each of our expertise areas, providing transparency to our market efforts. The market coverage of a software provider and its products is based on the following:

        • At least one annual briefing with provider's executive team member
        • Receive digital quarterly updates from provider on news and product updates 
        • Validate the primary focus is to market, sell and service its products
        • Operating and conducting business ethically
        • Minimum number of employees (25), paying customers (12) and annual revenue (US$10m); exceptions require Chief Research Officer approval
        • Approval by the research director in the expertise / topic area
        • Maintain mutual NDA between ISG Software Research and provider

        A software provider may qualify and apply separately for market coverage in any expertise and / or focus areas deemed appropriate. Final approval is dependent on the review and approval of the research director leading each expertise area and Chief Research Officer. A ISG Software Research Coverage Logo is provided for use in marketing and sales purposes and listings on the appropriate expertise area once coverage requirements have been completed or maintained.

        Establishing Market Coverage

        To ensure we optimize the time spent by both your organization and ours, ISG Software Research asks that you complete pre-briefing steps, providing all information required prior to the 30-minute briefing with our analysts. We will respond to your request within 5 business days. Our analysts must have an opportunity to review your presentation and other supporting materials / collateral in advance. We expect your briefing documents and presentation at least 72 hours in advance in the format outlined below.

        Please note: The information you provide will be treated as confidential and we require that the ISG Software Research mutual non-disclosure agreement is in place prior to the briefing. Our briefing process is a cooperative effort which validates a software provider company, its products and its customers. The outcome of a successful briefing will result in market coverage or maintained coverage.

        Maintaining Market Coverage

        For those software providers who are already covered, we require at least one briefing per year to maintain research coverage. Briefings are 30 minutes in length unless you are a ISG Research On-Demand client*. Quarterly electronic updates from approved software providers for announcements such as company, product, or customer announcements are expected; especially those impacting the industry. All briefings on announcements should be requested no sooner than two weeks before the announcement. If we do not receive an update within one year of the last briefing provided or if the research team is not able to maintain an understanding of the software provider, we will change the status of a software provider to not covered or recommended.

        ISG Research On-Demand*:  If an organization wants feedback or guidance on the market, their company, products, marketing or sales strategies, these inquiries are only provided through the ISG Research On-Demand advisory and research services (and not provided during briefings except for current ISG Research On-Demand clients, in which case additional time providing feedback and advice for improvement will be granted). Please email sales@ventanaresearch.com for more information about ISG Research On-Demand.

        Software Providers Not Covered or Recommended

        The analysis of a specific software provider can, in some cases, lead to the conclusion that ISG Software Research cannot provide market coverage. A software provider needs to meet minimum requirements for market coverage in each expertise area which includes:

        • At least one annual briefing with providers executive team member
        • Receive quarterly updates from provider on news and product updates
        • Validate the primary focus is to market, sell and service its products
        • Operating and conducting business ethically
        • Minimum number of employees (25), paying customers (12) or revenue ($10m) and anything less is approved by Chief Research Officer
        • Approval by the research director in the expertise / topic area
        • Maintain mutual NDA between ISG Software Research and vendor

        A software provider can be in market coverage in one expertise area and not in another based on meeting minimum requirements. A software provider not included in market coverage is not recommended by ISG Software Research for assessment or use in any organization. We maintain the philosophy that if a software provider is not able to meet minimum requirements and maintain industry analyst relations with our firm, that software provider should not be included in our coverage. All software providers, including those recommended and not in coverage, can be found on each of the expertise pages listed at: https://www.ventanaresearch.com/research

        ISG Software Research Market Coverage Policy Disclaimer

         

        We provide transparency on the software providers we have in research coverage by listing them on our community, in their respective expertise and focus areas. Our coverage of a software provider does not guarantee an organization’s success, nor that we recommend them for adoption. Market coverage is granted when the analyst team has ensured the minimum requirements have been met and the software provider has been approved by our Chief Research Officer. Recommendations of a software provider and / or products for a specific set of requirements should be evaluated through the use of our advisory or assessment services, ISG Research On-Demand. ISG Software Research reserves the right to assess, evaluate, establish, maintain or drop market coverage of technology vendors based on its own analysis and judgment. If for any reason ISG Software Research believes a software provider is not acting ethically (or if conduct is questionable), the software provider will be removed from coverage and listed as not recommended.

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