Aragon Research Professional Advisory Session License

Professional Advisory Services (“PAS”) (the “Service”) enables Client to directly engage an Aragon Research Analyst for knowledge-based presentation at a Client Customer Event. Examples include speaking at a conference or participating in a client webinar.

DELIVERABLES

Client may receive any of the following Deliverables:

• A 30-minute pre-Presentation phone call between Analyst and Client to agree upon 
engagement content.
• An onsite (or virtual) Analyst visit (“Presentation”) at a Client-selected site for up to 1 hour of 
interaction between Analyst and external audience (customer event) to be scheduled to occur within a single day and including, but not limited to:
  1. A Presentation on Client-selected topics, which may include additional research required 
to support the topic, as defined by, and agreed to, by the participating Analyst.
  2. Analyst facilitated Internal Workshops.
  3. Review of a vendor company strategy or business model.
  4. Review of a vendor marketing or product strategy.
  5. Document review and interactive or written feedback session.
  6. Strategy session on the vendor selection process or contract negotiations.
  7. Webinar or Live Client Presentation (Up to 1 hour in length). Client is responsible for Webinar production and logistics for live presentation.
• SCHEDULING OF ENGAGEMENT 
Specific dates and details of the Presentation(s) will be worked out between Client and the PAS Scheduler at the time each Presentation is scheduled. Aragon Research will send Client a confirmation e-mail prior to each Presentation. Aragon Research cannot guarantee that a specific Analyst or date will be available. Client must make its scheduling preferences known to Aragon Research at least eight (8) weeks in advance of Client’s preferred Presentation dates in order to improve the likelihood of desired Analyst participation. If, for any reason, the scheduled Analyst becomes unavailable, Aragon Research will either provide another qualified Analyst or work with Client to reschedule the Presentation. If, for any reason, the Client cancels the originally scheduled date after such date has been confirmed by Aragon Research, the Client shall reimburse Aragon Research for any expenses incurred by Aragon Research in connection with the original date (for example, change fees for airline travel). If the cancellation occurs less than seven (7) business days before the confirmed, scheduled date, Client will pay Aragon Research an additional rescheduling fee of 15% (fifteen percent) of the cost of the individual engagement. 


ADDITIONAL TERMS & CONDITIONS

Travel, Lodging and incidental expenses are billed separately from the PAS fee.

All Presentations must occur within 12 (twelve) months of the start date set forth in the relevant Service Agreement, or else the fees paid will be forfeited.

Presentations are confidential and for use/attendance by attendees only.

Presentations may be distributed electronically to attendees at the time of the Presentation. No further distribution of Aragon Research content is allowed.

You must be a Licensed User to access Aragon Research Services. Unless otherwise provided above, passwords, Research documents and Analyst Inquiry may not be shared with non-Users.