EPM Buyer’s GuideANALYST VIEWS

Analyst Views (How to Use Them)

Treat analyst research as directional signal—validate against your use cases, references, and a proof‑of‑fit pilot.

Key takeaways
  • Methodology matters: know what was scored and for whom.
  • Mid‑market vs enterprise contexts differ—adjust expectations.
  • Proof beats claims: pilot with your data and score it.
Read critically
  • Which use cases were evaluated?
  • Sample size and customer profile.
  • Stated/unstated assumptions and biases.
Corroborate & validate
  • Peer review sites and reference calls.
  • Partner ecosystem depth and quality.
  • Scripted demos and pilot scoring rubric.
Build your scorecard
  • Weight criteria by business impact.
  • Red/amber/green on must‑haves.
  • Document trade‑offs and mitigations.
Checklist
  • Define 5–7 decision criteria.
  • Draft demo scripts with your data.
  • Select references in your industry.
  • Plan a 2–3‑week pilot with success metrics.
  • Align procurement early.
FAQ
Depends on size and use case; cross‑reference at least two sources and your references.
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