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CONFIDENTIAL AND PROPRIETARYThis presentation, including any supporting materials, is owned by Gartner, Inc. and/or its affiliates and is for the sole use of the intended Gartner audience or other intended recipients. This presentation may contain information that is confidential, proprietary or otherwise legally protected, and it may not be further copied, distributed or publicly displayed without the express written permission of Gartner, Inc. or its affiliates. © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Critical Capabilities Evolution Pilot 2017
November 2017
1 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Critical Capabilities Evolution Pilot Overview
Pilot Activities
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
4 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Pilot Activities
5 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
What We Are Doing
Gartner is piloting updates to its Critical Capabilities research from 3Q17
through 2Q18 in 5 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.
3Q17 Pilot
Phase 1
4Q17Pilot
Phase 2
1Q18Monitoring
2Q18Pilot Ends
Two Research areas selected for this pilot:
Data & Analytics and Enterprise App Suites & ERP (5 markets)
Phase 2 (4Q17)
Cloud Core Financial Management Suites for Midsize, Large and Global Enterprises
Cloud HCM Suites for Midmarket and Large Enterprises
Cloud Strategic Corporate Performance Management Solutions
Pilot Scope
Phase 1 (3Q17):
Business Intelligence and Analytics Platforms
Data Management Solutions for Analytics
7 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Pilot Methodology & Process Adjustments
8 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
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 [email protected]
– 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
10 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Client Perspective
11 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Critical Capabilities Links to Updates
12 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Update Document Links to Main Critical Capabilities
Date of analysis
Link to main report
Revised scoring table
13 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Summary
14 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
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
4 September
Cloud SCPM
Solutions
22 August
Cloud HCM Suites
2 March
BI and Analytics
Platforms
16 March
Data Management
Solutions for
Analytics
17 August
Cloud Core
FM Suites
“Critical Capabilities” Annual Publications
Project Phases
21 JulyCritical Capabilities Updates launched
Pilot Ends Pilot review, building of features and communications development
Pilot Starts
March
• BI and Analytics Platforms
• Data Management
Solutions for Analytics
August
• Cloud Core FM Suites
• Cloud HCM Suites
July
Cloud SCPM
Solutions
16 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Pilot page on gartner.com
– Background materials
– Recording for sharing
Contacts for questions and assistance:
Resources for You
17 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
Appendix
18 © 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 Report
Vendor Track:
Keywords Track:
19 © 2017 Gartner, Inc. and/or its affiliates. All rights reserved.
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.
20 © 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