Please review the following to efficiently interact with our research team for initiating or maintaining research coverage

Request a Briefing (Initiate Research Coverage)

Our briefing process is a cooperative effort which validates a vendor company, products and customers. Here are the steps to request a briefing and begin research coverage:

Pre-Briefing:

  • To request a 30-minute briefing with an analyst, please complete this briefing form
  • Upon receipt of the form, we will respond within 5 business days to approve or deny the briefing.

After Approval:

  • We require a Ventana Research Mutual Non-Disclosure Agreement (MNDA) prior to the briefing.
  • Time/date will be set
  • We require a copy of your company and product presentation 24 hours in advance of the briefing.

Post-Briefing:

  • Customer and partner reference check will be completed.
  • Once the customer and partner reference check is completed, research initiation will begin. Vendor’s company will be listed on our website in related research practice areas.
  • If Vendor does not respond with briefing form and references within 90 days of initial contact the status of research coverage will be changed to dropped from assessing.

Maintain Research Coverage

For those vendors 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 an advisory client, where additional time can be requested for providing feedback and advice for improvement. We prefer to receive updates electronically on a semi-annual basis as well as when new company, product or customer announcements impact 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, we will change a vendor’s research coverage to “Not Covered”. Our briefing process for vendors currently covered within a research practice:

  • Please complete this briefing form
  • Upon receipt of the form, we will respond within 5 business days to approve or deny the briefing.
  • We require a copy of your company and product presentation 24 hours in advance of the briefing.

 *When the briefing process is complete we will decide if the briefing warrants a research note or blog to be written.

Ventana Research Coverage Policy Disclaimer

Ventana Research reserves the right to assess, evaluate, establish, maintain or drop research coverage of technology vendors based on its own analysis and judgment. If for any reason Ventana Research believes a technology vendor is not acting ethically or conduct is questionable to continue research coverage and be part of recommendations, the technology vendor will be removed from coverage.