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Critical Capabilities Evolution Pilot 2017

July 2017

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Critical Capabilities Evolution Pilot Overview

Pilot Activities 2017

Pilot Methodology & Process Adjustments

Client Experience

Summary

– Benefits & FAQs

Agenda

2 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.

Helps answer the key client question: which product or service is the best-fit solution for my needs?

Weights capabilities against importance in key client usage scenarios

Maps provider strengths and challenges against specific business requirements

Helps clients assess how well providers are executing against their stated visions

See “How Products and Services Are Evaluated in Gartner Critical Capabilities”

Critical Capabilities Overview

3 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.

This pilot aims to meet Gartner clients' evolving needs by:

Reflecting latest changes to a product or service's capabilities

Highlighting only major changes most relevant to technology portfolio decisions

Providing updates consistently assessed against a common framework

The Critical Capabilities Evolution Pilot

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Pilot Activities 2017

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What We Are Doing

Gartner is piloting updates to its Critical Capabilities research from

3Q17 through 2Q18 in a limited number of markets

Update is per product/service with new write-up and adjusted scoring

Analysis will reflect material changes that significantly change a

product or service's capability score or fit for a use case

Inclusion criteria, uses cases and scoring criteria determined by

annual Critical Capabilities report

6 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.

Phase 2 (4Q17)

Cloud Core Financial Management Suites

Financial Corporate Performance Management Solutions

Strategic Corporate Performance Management Solutions

Pilot Scope

Two Research areas selected for this pilot:

Data & Analytics and Enterprise App Suites & ERP (5 markets)

Phase 1 (3Q17):

Business Intelligence and Analytics Platforms

Data Management Solutions for Analytics

3Q17 Pilot

Phase 1

4Q17Pilot

Phase 2

1Q18Monitoring

2Q18Pilot Ends

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Pilot Methodology & Process Adjustments

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Focus Only on Vendors in Annual Critical Capabilities

Updates only for providers included in the Critical Capabilities

Not adding or removing products/services during pilot but renaming or

rebranding permitted

Gartner monitoring provider releases and other market changes

– Providers can alert Gartner to changes at CCupdatepilot@gartner.com

– Note: does not replace standard vendor briefing process

Accelerated fact review process

9 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.

▪ Standard fact review of write-up

and revised scoring with

provider covered in the update

▪ Shorter 2-day review cycle as

limited amount of content to

review

Fact Review

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Client Perspective

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Critical Capabilities Links to Updates

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Update Document Links to Main Critical Capabilities

Date of update

Link to main report

Revised scoring table

Highlights changes from previous write-up

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Summary

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Summary

Gartner is testing updates to its Critical Capabilities through

2Q18 in 5 markets

Updates publish as separate documents linked to main report

Analysts decide if product/service changes materially affect the

capabilities or fit for use case and update scoring and profile if

necessary

Annual Critical Capabilities process is unchanged

15 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.

Pilot Timeline

1Q17 2Q17 3Q17 4Q17 1Q18 2Q18 3Q18 4Q18

Development work on Critical Capabilities Update deliverable & methodology

Pilot Phase 1 Pilot Phase 2

11 October

Cloud HCM Suites

for Midmarket and

Large Enterprises

29 September

SCPM Cloud

Solutions

Monitoring

3 March

BI and Analytics

Platforms

30 March

Data Management

Solutions for

Analytics

26 September

Cloud FCPM

Solutions

Critical Capabilities Publications

Project Phases

21 JulyCritical Capabilities Updates launch

Pilot Ends Pilot review, building of features and communications development

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Pilot page on gartner.com

Background materials &

recording for sharing

Contacts for questions and

assistance:

– methodologies@gartner.com

Resources for You

17 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.

Use the Track feature on

gartner.com to set up an

automated alert.

Click on the Create new tracks

button

Use Vendors track and choose

the appropriate vendor name(s)

Use Keywords track and set up

appropriate keywords, e.g.

BI and analytics

Tip: Track Updates to the Critical Capabilities ReportVendor Track

Keywords Track

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Critical Capabilities Updates: End-User Perspective

Top FAQs

1. How will you achieve these more regular updates to the Critical Capabilities reports?

2. Why are you making this change?

3. What triggers an update to a Critical Capabilities report?

Key Value Points:

Analysis continuously reflects material changes that significantly alter a product or service's fit for a use case

Provides current views of product capabilities in an easy-to-find way to give you the most up-to-date information you need in one place.

Maximizes the relevancy and timeliness of Gartner's analysis when you are making evaluation or purchasing decisions

Description: Gartner Critical Capabilities help you understand the relative importance of the major functions of a given type of product for various use cases and the relative strength of the functions delivered by various providers.

19 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.

Critical Capabilities Updates: Provider Perspective

Top FAQs

1. What pilot activities are you undertaking?

2. How will you achieve these more regular updates to the Critical Capabilities reports?

3. What does the term “significant” mean?

Description: Gartner Critical Capabilities provides a comparative analysis which scores competing products or services against a set of critical differentiators identified by Gartner to help Gartner clients assess how well providers are executing against their stated visions

Key Value Points:

Gartner clients get most up-to-date information on the fit of your product or service to their use case needs

Analysis continuously reflects material changes that significantly alter a product or service's fit for a use case

Gartner's clients have easy access to the latest analysis when making evaluation or purchasing decisions