AR Operations
Analyst relations support — and the operations backbone behind it.
We specialize in helping technology organizations scale and mature their in-house analyst relations programs — adding structure, operational rigor, and executional support as programs grow in scope, complexity, and visibility.
We work alongside internal AR leaders and teams as an operational partner: managing and automating the work that keeps programs running smoothly so internal teams can stay focused on strategy, messaging, and analyst relationships. We are particularly experienced supporting AR programs during periods of growth, high-stakes evaluation cycles, and expanded analyst engagement, including building the AR operations infrastructure that makes programs sustainable at scale.
1
AR Operations & Workflow Automation
Designing and building the operational backbone of your AR program — including automated workflows for recurring tasks, engagement tracking, briefing prep, follow-up processes, and internal reporting. We identify the manual, time-consuming work that slows your team down and build human-supervised automation that keeps programs running consistently, without adding headcount.
2
Evaluation & Rankings Project Management
End-to-end coordination of analyst evaluations — including the Gartner Magic Quadrant, Forrester Wave, and other rankings. We manage timelines, cross-functional input gathering, internal reviews, and submission quality so your team can focus on positioning and narrative, not logistics.
3
Analyst Events (AR Days)
Planning and executing on-site and virtual analyst events — from agenda development and speaker preparation to logistics, briefing flow, and post-event follow-up. Every detail managed so the experience lands the way it's supposed to.
4
Cross-Functional AR Initiative
Project managing complex, multi-stakeholder AR initiatives such as TEI studies, licensed analyst content launches, and sales enablement alignment — coordinating across marketing, product, sales, and leadership to keep initiatives on track and on message.
5
Program Documentation & Operational Rigor
Creating and maintaining the infrastructure that keeps AR programs consistent and scalable: engagement trackers, calendars, messaging repositories, briefing templates, and internal playbooks built for continuity and designed for growth.
6
Measurement & Reporting
Building AR measurement frameworks that connect program activity to business outcomes — beyond tracking briefing counts. Our measurement dashboard was featured in Forrester's AR Planning With OKRs report as a model for demonstrating AR's business value.
7
Counsel
Advisory support for AR teams navigating strategic decisions: which analyst firms to invest in, how to maximize research and collaboration investments, and how to drive program impact within a constrained budget.