Gartner Usage Policy

Acceptable Use
After reading Gartner content about Banking and Investment Services, George (Licensed User) would like to speak with the Gartner author to ask follow-up questions about the information he read. Since George’s Gartner license includes access to Analyst Consultations aligned with the author, he may schedule the session.

Unacceptable Use
Sally (Non-User) needs to provide guidance to her senior leadership team on restructuring their network and communications systems. Her colleague, Frank (Licensed User), schedules an Analyst Consultation and Sally attends in his place. This is considered unacceptable use because non-users may not participate in Analyst Consultations. However, Frank can take notes during his Analyst Consultation and share them with Sally on an ad hoc basis. Alternatively, the client may contact their Gartner Account Representative to purchase a license for Sally so she can participate in her own Analyst Consultations.

Acceptable Use
George (Licensed User) is working with a group of colleagues, all of whom have licenses with the same level of Analyst Consultation access as he does. They are launching a project focused on gaining a competitive edge in the global manufacturing market. In preparation, George wants to schedule an Analyst Consultation with a Gartner analyst to better understand the key issues. This is considered acceptable use because all participants have Gartner licenses with Analyst Consultation access that aligns with George’s.

Dawn (Licensed User) subscribes to a Gartner Team solution and is a Leader Licensed User. She and her designated licensed Team Members are assessing a potential vendor and need to speak to a Gartner analyst about the vendor selection process. As the Leader, Dawn schedules and attends the Analyst Consultation along with her Team Members. This is considered acceptable use because: (i) the Team Leader must attend the Analyst Consultation, and Team Members may lead the discussion or pose questions on behalf of the Team, provided all questions and discussions advance the Team Leader’s agenda; and (ii) Analyst Consultation topics must be limited to analysts and content associated with the purchased Product(s).

Unacceptable Use
Frank (Licensed User) is a project manager responsible for multiple company initiatives throughout the year. He often invites colleagues to join his Analyst Consultations to ensure consensus and address all relevant questions. Occasionally, Frank includes a large group of participants, some of whom are Reference Licensed Users or subscribe to Products where the analysts and content do not align with Frank’s license. This is considered unacceptable use, as only Licensed Users with equivalent analyst and content access may participate. If Frank wishes to include additional colleagues in Analyst Consultations, he should contact his Gartner Account Representative to find a solution that meets everyone’s needs.

Sally (Licensed User) is a senior portfolio executive with a Gartner license that includes Analyst Consultations. She often schedules Analyst Consultations for others on her team, regardless of whether they are non-users or Licensed Users with different access levels, and does not attend the sessions herself. This is considered unacceptable use because: (i) participation is limited to Licensed Users entitled to Analyst Consultations for the same analyst and content under the company's Gartner contract, (ii) Sally, as the named Licensed User, must attend the entire session, and (iii) non-users, whether inside or outside the client company, may not participate in Analyst Consultations.

Dawn (Licensed User) is an analyst relations professional who has scheduled an Analyst Consultation to discuss a new product launch. She wants to invite non-users to attend, assuring they will only listen and not engage with the Gartner analyst. This is considered unacceptable use because: (i) only Licensed Users with the appropriate access level for the relevant Product may participate, attend, or listen to an Analyst Consultation; and (ii) non-users are prohibited from both attending and listening in to Analyst Consultations.

John (Licensed User) is a product development professional and has scheduled an Analyst Consultation to discuss a product strategy for which he is collaborating with a third-party vendor. John would like to invite Sally (Licensed User) from the third-party vendor to participate in the Analyst Consultation. This is considered unacceptable use, because Analyst Consultations are strategic conversations limited to the Gartner analyst(s) and the Licensed User(s) from the single client company. Licensed User(s) from other companies may not participate.

Ben (Licensed User) is a product manager who subscribes to a Gartner Product with Analyst Consultation access. Ben would also like to invite George (Licensed User), another product manager from the same company, to join an Analyst Consultation. However, George subscribes to a different Product, which provides Analyst Consultation access to different content and analysts than Ben’s license. This is considered unacceptable use because the topic falls outside the licensed content deliverables of George’s Product. Analyst Consultations are limited to the content deliverables and associated analysts of the Product(s) purchased by the Licensed User.

Acceptable Use
George (Licensed User) is assigned to a project team and schedules an Analyst Consultation. He may take notes during the session and share them internally with colleagues on the project team. Sharing Analyst Consultation notes internally is considered acceptable use as long as (i) it is not done on a systematic or routine basis, (ii) distribution is limited to an internal audience only of no more than 15 people, (iii) it is not done with the intent or effect of avoiding the purchase of additional user licenses, and (iv) it is not used as input into, or for the training or development of generative artificial intelligence (AI), machine learning algorithms or software, or other technologies to create any derivative works, compilations or collective works or in any manner or for any purpose that infringes, misappropriates, or otherwise violates any intellectual property right, or that allows any third parties to access, use or benefit from our proprietary intellectual property in any way.

Unacceptable Use
Dawn (Licensed User) is responsible for numerous cost-cutting initiatives in her company's IT department and would like to schedule an Analyst Consultation to discuss her company's detailed cost-cutting strategy and conduct an in-depth discussion to establish priorities and estimated time frames. Since this request requires additional research and/or the development of supporting material by the Gartner analyst, it cannot be fulfilled in a standard Analyst Consultation session. Instead, Dawn should contact her Gartner Account Representative to schedule a Strategic Advisory Services (SAS) Strategic Engagement session.

Unacceptable Use
Frank (Licensed User) schedules an Analyst Consultation to discuss Gartner content on "Green IT Strategies" and wants to record the session to share the information with three managers at his company. This is considered unacceptable use because Gartner does not permit Analyst Consultations to be recorded or transcribed by any means. Instead, Frank may share his own notes from the session as a one-off.

Ben (Licensed User) subscribes to a Gartner license with Analyst Consultations and schedules a session. To capture everything the Gartner analyst says, he uses a conversational AI tool to transcribe the session. This is considered unacceptable use because Gartner does not permit Analyst Consultations to be recorded or transcribed by any means. Instead, Ben may take his own notes for future reference.

Acceptable Use
Dawn (Licensed User) subscribes to a Gartner license with Analyst Consultation access. Instead of scheduling an Analyst Consultation, she has requested and received permission from Gartner for the analyst to provide a written response to her question. Dawn would like to share a summary of the Gartner analyst’s written response as a one-off with her CIO. This is considered acceptable use because (i) the summarizing is not done on a systematic or routine basis, (ii) distribution is limited to an internal audience only of no more than 15 people, (iii) it is not done with the intent or effect of avoiding the purchase of additional user licenses, and (iv) it is not used as input into, or for the training or development of generative artificial intelligence (AI), machine learning algorithms or software, or other technologies to create any derivative works, compilations or collective works or in any manner or for any purpose that infringes, misappropriates, or otherwise violates any intellectual property right, or that allows any third parties to access, use or benefit from our proprietary intellectual property in any way.

Unacceptable Use
George (Licensed User) subscribes to a Gartner Product with Analyst Consultation access. However, his team of five are not Licensed Users. To share analyst insights with them, George schedules multiple written response Analyst Consultations and distributes the written responses, whether in full, summarized or excerpted, to his team. This is considered unacceptable use as it conflicts with points (i) and (iii) outlined in the Dawn scenario above.

Frank (Licensed User) subscribes to a Gartner Product with Analyst Consultation access. As part of a vendor selection process, he requests a Gartner analyst to provide a written response of the pros and cons of working with a particular vendor. Frank then shares the analyst’s written response with that vendor. This is considered unacceptable use, as analyst written responses are confidential and intended solely for the internal use of the Licensed User. External sharing is not permitted.

Acceptable Use
Bill (Licensed User) subscribes to a Gartner Product with Analyst Consultation access, including proposal reviews. He would like a Gartner analyst to review his upcoming vendor renewal proposal. However, Bill is concerned that sharing the proposal may violate the confidentiality provisions of his existing vendor contract. He should consult his legal team to determine whether his contract allows him to share the document with professional advisors who are bound by confidentiality agreements with their clients.

Acceptable Use
Frank (Licensed User) is preparing for his strategic marketing plan presentation to senior management. He has created a 15-page presentation and would like a Gartner analyst to review it. If Frank’s Product includes the required Analyst Consultation access, he may request a document review. As a general rule, Gartner analysts will conduct document reviews such as Request for Proposals (RFPs), marketing or business plans, and other business-related documents. Document reviews are limited to a maximum of 20 pages per document, including its attachments. It is not practical for Gartner analysts to review and discuss more than 20 pages during a single Analyst Consultation. Additionally, Gartner does not provide legal services and will not offer written responses, redline markups or line-by-line pricing analysis.

Unacceptable Use
George (Licensed User) works for a manufacturer that has prepared a 100-page document outlining proposed serial number standards to improve product traceability. He would like a Gartner analyst to review and discuss the document and plans to schedule multiple Analyst Consultations to review 20 pages at a time. This is considered unacceptable use. Document reviews are limited to a maximum of 20 pages per document, including its attachments. It is not practical for Gartner analysts to review and discuss more than 20 pages during a single Analyst Consultation. Splitting the review among multiple analysts would also lack the consistency and continuity of a one-time, discreet review. Additionally, Gartner does not provide legal services and will not offer written responses, redline markups or line-by-line pricing analysis.

Dawn (Licensed User) is preparing an internal technology strategy and would like a Gartner analyst to review and discuss a 30-page draft document. Because the document exceeds the 20-page limit, Dawn considers reducing the font size and margins to bring it within 20 pages. This is considered unacceptable use. Document reviews are limited to a maximum of 20 pages per document, including its attachments. It is not practical for Gartner analysts to review and discuss more than 20 pages during a single Analyst Consultation. Additionally, Gartner does not provide legal services and will not offer written responses, redline markups or line-by-line pricing analysis.