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Gartner Policies

USAGE GUIDELINES FOR GARTNER SERVICES

Analyst Inquiry

If you are a Licensed User who is entitled under your company's contract with Gartner to engage with Gartner Analysts through our Inquiry Service, we encourage you to schedule Inquiry calls to discuss a company related issue and/or the interpretation and application of any Gartner Research documents provided that any such discussion is based on Gartner Research that is published within the scope of your particular Service. Unless otherwise provided in a standard Gartner product offering, there are three basic guidelines for Analyst Inquiry:

Usage Scenarios for Analyst Inquiry

SCENARIO 1: Scheduling an Analyst Inquiry call

Acceptable Uses

After reading a Banking and Investment Services Gartner Research document, George (Licensed User) would like to speak with the Gartner Industry Analyst who authored it to ask some second level questions regarding the information he read. Since George has the necessary Advisor-level access with his Industry Advisory Services License, George may ask Gartner to schedule an Analyst Inquiry call with the relevant Gartner Industry Analyst.

Unacceptable Uses

Sally (Non-User) must provide guidance to her senior leadership team on how to best restructure their network and communications systems. Sally's colleague, Frank (Licensed User) schedules an Analyst Inquiry call and encourages Sally to participate in his place. This is an unacceptable use because Non-Users may not participate on Analyst Inquiry calls. Frank may, however, take notes on his Analyst Inquiry call and share those notes with Sally; or alternatively, the Client company may contact their Account Executive to purchase a User License for Sally so that she can participate in her own right on Analyst Inquiry calls. The Account Executive will make sure to find an appropriate solution to meet Sally's requirement.

SCENARIO 2: Participation in Analyst Inquiry calls

Acceptable Uses

George (Licensed User) is working with a group of colleagues, all of which have Advisor-level licenses for the Industry Advisory Services. They are launching a project related to gaining a competitive edge in the global manufacturing market. In anticipation for the launch, George would like to schedule an Analyst Inquiry call with an Industry Advisory Analyst to better understand the key issues. This is an acceptable use of Analyst Inquiry, as all participants have an Advisor-level license for the Industry Advisory Services.

Unacceptable Uses

Frank (Licensed User) is an Enterprise Architect who is responsible for multiple projects throughout the year. Frank likes to have other colleagues join him on his Analyst Inquiry calls to ensure that there is consensus and that all relevant questions are answered during the call. Sometimes, Frank invites a large group of participants to these Analyst Inquiry calls, none of whom has the Advisor-level or workgroup license required for participation. This is an unacceptable use of Analyst Inquiry calls, because only Licensed Users with the correct access level for the relevant service may participate on Analyst Inquiry calls. If Frank wants to have other colleagues participate with him on Analyst Inquiry calls, Frank should contact his Account Executive who will help Frank find an appropriate solution to meet his requirements.

Sally (Licensed User) is an administrator in the IT department of her company and currently subscribes to an Advisor-level license for Industry Advisory Services. Often times she sets up Analyst Inquiry calls for others in her department working on key projects (i.e. regardless if the other person is a non-User or Licensed User with a different level of access). Sally never joins the Analyst Inquiry calls. As a general rule, participation on Analyst Inquiry calls is limited to Gartner and those Licensed Users who are entitled to Analyst Inquiry for the same type of service under their company's contract with Gartner. Non-Users, inside or outside the Client company, may not participate on Analyst Inquiry calls.

SCENARIO 3: Use of Analyst Insights

Acceptable Uses

George (Licensed User) is assigned to a project team and schedules an Analyst Inquiry call with Gartner for additional insight on a subject. George may take notes during the Analyst Inquiry call and share those notes internally with his colleagues on the project team.

Unacceptable Uses

Frank (Licensed User) asks Gartner to schedule an Analyst Inquiry call to assist him in reviewing a significant purchasing contract. Frank invites an outside consultant, retained by his company, to join him on the Analyst Inquiry call. This is an unacceptable use because Gartner does not permit Non-Users, inside or outside of Client company, to participate on Analyst Inquiry calls. Frank is, however, welcome to take notes on the Analyst Inquiry call and share those notes confidentially with his company's outside consultant.

Dawn (Licensed User) is responsible for numerous cost cutting initiatives in her company's IT department and would like to work with a Gartner Analyst to set up an internal workshop to discuss her company's campaign to restructure bonuses. Since this request is not directly addressed by Gartner published research and requires additional investigation by the analyst, it cannot be fulfilled in a 30-minute Analyst Inquiry call. Alternatively, Dawn may purchase from her Account Executive a Strategic Advisory Services (SAS) Internal Advisory Session.

SCENARIO 4: Recording of Analyst Inquiry Calls is Not Permitted

Unacceptable Uses

Frank (Licensed User) schedules an Analyst Inquiry call to discuss a Gartner Research document on "Green IT Strategies." Frank wants to record the Analyst Inquiry call so that he can share the information he learns with a key group of managers within his organization. This is an unacceptable use because Gartner does not permit clients to record Analyst Inquiry calls. While Frank may share personal notes he takes during the Analyst Inquiry call, a verbatim recording of the Analyst Inquiry call is not permitted.

SCENARIO 5: What if product purchased has different entitlements from Usage Guidelines?

Acceptable Uses

George (Licensed User) subscribes to a Gartner for IT Executives CIO License and is concerned because the terms in her Service Description for that product are different from the baseline License described in the Usage Guidelines. In instances, where a specific Gartner product offering includes entitlements that are different from the baseline license in the Usage Guidelines; the terms of that product offering will apply for the duration of George's Service Agreement.

Baseline License: These Usage Guidelines are generally applicable to Licensed Users who have purchased a subscription to Gartner Services. In instances where a specific Gartner product offering includes different entitlements, the terms of that product offering will apply. Gartner reserves the right to periodically update these Usage Guidelines.

Last Update: 5 August 2009