Integrity, objectivity, and strict adherence to rigorous research methodologies are core values at Forrester Research, Inc. ("Forrester"). All research created by Forrester, both syndicated and custom (collectively "Research"), is intended to be used by our clients. From time to time, clients and third parties seek to cite the Research outside of this context. The following guidelines set forth the rules for this type of use.

I. Citation Of Forrester's Syndicated Research

• All syndicated Research produced by Forrester, including Forrester weblog content accessed through the Forrester.com Web site, is proprietary to Forrester and subject to copyright and other intellectual property protections.
• All external or commercial citation of the Research is prohibited without our express written permission.
• All citations must be presented in accordance with Forrester's core objectivity value and Integrity Policy.
• All citations must be limited in scope. Full reproduction of the Research is prohibited.
• All citations must come directly from the written Research or from Forrester-approved Data Cuts. Forrester analysts cannot provide verbal or direct quotes for client materials.
• All citations must be accurately cited in verbatim or briefly summarized within the appropriate context and spirit of the intended Research.
• Press release headers and/or subheaders may not contain the name "Forrester Research" or "Forrester." "Independent Research Firm" may be used.
• Citations may not be used that negatively portray another company and/or its products.
• Graphical research analysis comparing products and/or companies, such as the Forrester Wave™, Consumer Technographics®, and Forrester Forrsights for Business Technology, may be cited after approval is given by Forrester.
• All citations of Forrester Research must be attributed in the following manner: Title, Forrester Research, Inc., Date.
• All citations of Forrester Research must have been published within the past year. All citations of Forrester Wave Research must adhere to specific guidelines outlined in Section II. All citations of Forrester Research must be obtained through legal means.
• After purchasing reprint rights, clients may promote Forrester reprints provided that the marketing materials are approved by Vendor Relations and it is clear that the report is an Independent Research Report.

II. Citation Of Forrester Wave Research

• All citations of Forrester Wave Research are subject to Forrester's Citation Policy.
• All external or commercial citation of the Research is prohibited without our express written permission.
• All citations of Forrester Wave Research must be limited in nature and taken directly from Forrester's written research. In addition:
• Companies may only claim they are a Leader/Strong Performer when citing their overall Forrester Wave result. Descriptor words such as "Overall Winner," "Best In Class," or "Number 1" may not be used when describing overall Forrester Wave results.
• Companies may use wording such as "Number 1" or "Top Ranked" only when citing their Strategy, Current Offering, and/or Market Presence results.
• Companies may draw attention to the detailed results in the underlying spreadsheet, including sub-categories.
• Companies may only compare their Scores to the High and Low scores of the category. Direct comparisons to other vendors or products are not allowed.
• All citations must be based on Forrester's weightings. Clients may not publicly cite or display custom scores from the Forrester Wave scorecards.
• Forrester analysts may not provide verbal quotes for vendors' press releases, Web sites, or marketing and sales materials.
• Clients may display Forrester Wave graphics on their Web sites, but the display must be accompanied by a full authorized reprint of the report, brief, or scorecard containing the Forrester Wave graphic.
• Clients may use the Forrester Wave graphic in slide presentations, so long as the Forrester Wave graphic is shown in its entirety, with the original title and date of publication. The following disclaimer must be legible on the slide:

The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change.

Press Release Guidelines

• Client press release titles and headers and/or subheaders may not include the words "Forrester" or "Forrester Research."
• Clients may only use "Independent Research Firm" in place of Forrester's name.

For example:

• (Company Name) Cited As A Strong Performer/Leader By Independent Research Firm, or
• Independent Research Firm Cites (Company Name) As A Strong Performer/Leader In (Report Name).


• With permission, companies may use the following verbiage for press releases, newsletters, and Web sites:

(Company Name) was among the select companies that Forrester invited to participate in its (Date) Forrester Wave™ report, (Report Name). In this evaluation, (Company Name) was cited as a Leader/Strong Performer in (Forrester Wave Category Name).

OR

(Company Name) was among the select companies that Forrester invited to participate in its (Date) Forrester Wave™ report (Report Name). In this evaluation, (Company Name)'s top scores were for (Attribute Name 1), (Attribute Name 2), and (Attribute Name 3).

III. Citation Of Forrester's Custom Research

• All external or commercial citation of Custom Research is prohibited without our express written permission.
• All citations of Forrester Consulting, Forrester Data, or Forrester Custom Consumer Research surveys and/or findings within Research customized for the client are subject to this Client Citation Policy and other contractual limitations.
• Any reuse or distribution of Forrester's Research must be presented in accordance with Forrester's core objectivity value and Integrity Policy.
• Citations may not be used that compare or negatively portray another company and/or its products.
• All citations must come directly from the Custom Research itself. Forrester analysts, advisors, and consultants cannot provide verbal or direct quotes for client materials.
• All citations of Custom Research must be attributed either to Forrester Consulting, Forrester Data, or Forrester Custom Consumer Research, depending on the nature of the study and the findings must have the following attribution:

The following is a commissioned study conducted by Forrester (Consulting, Data, or Custom Consumer Research) on behalf of (Client Name).

• Email subject lines, press release headers and/or subheaders may not contain the name "Forrester Consulting," "Forrester Data," "Forrester Custom Consumer Research," or "Forrester." "Independent Research Firm" may be used.
• Clients may use Forrester's logo to promote Webinars provided that the logo is smaller and less prominent than the company hosting the Webinar.
• Presentation and Webinar slides must be on Forrester's template.
• Clients may promote Webinars featuring Forrester analysts provided the Webinar is based on Forrester's core written Research. Clients may use Forrester's logo to promote Webinars provided that the logo is smaller and less prominent than the company hosting the Webinar.
• Forrester clients may interview Forrester analysts in videos, provided that the content is based on Forrester's core written Research and there are no mentions of specific companies and/or products in the video.
• Commissioned studies that will be posted externally may not negatively portray another company and/or its products.
• Forrester clients may reference Forrester teleconferences, Webinars, and videos, provided that the content is based on Forrester's core written Research.
• Citations of videos and Webinars that mention specific companies and/or products may not be used.

IV: Citation of Forrester's Social Media Content

Third parties may cite non-comparative social media content by Forrester analysts as long as the integrity of the posted content is maintained. All citations must come from content written within the last year and accommodate the following:

• Each citation must clearly define the social channel, e.g., blog, micromedia.
• Each citation must state the date of the Forrester analyst post.
• Each citation should include the author (analyst) of the citation.
• Each citation must include the Forrester reference verbatim and link to the source/post in its entirety.
• Each blog citation should include the title of the original Forrester blog post.

For proposed citations of our published research, please refer to Sections I and II, above.

How to attribute/source a Forrester social citation (see two examples below):

• Each citation must clearly define the social channel, e.g., blog, micromedia.
• Each citation must state the date of the Forrester analyst post.
• Each citation should include the author (analyst) of the citation.
• Each citation must include the Forrester reference verbatim and link to the source/post in its entirety.
• Each blog citation should include the title of the original Forrester blog post.

Uses That Do Not Require Forrester's Approval

• Clients may include a copy or slide of each scorecard, product comparison, spreadsheet, graphic, table, or portion of text less than a paragraph from the Research in internal presentations only, provided that all such citations adhere to the guidelines for Citation of Forrester's syndicated research.
• Members of the press may use portions of our Research without our approval. Please visit the Press Resources page for more information.

Uses That Do Require Forrester's Approval

• All external or commercial citation of Research and Custom Research, including without limitation:
• Uses of the Research in advertisements, press releases, and sales collateral in all types of media.
• Uses of the Research in SEC filings or other legal documents.
• Links to any Web sites maintained by Forrester and/or its subsidiaries.
• All full reproductions and/or distributions of the Research. Forrester generally prohibits such use unless reprints are purchased from Forrester or the client has received Forrester's express written permission.
• All non-client requests are reviewed on a case-by-case basis by Forrester.
• In general, if you are uncertain about a particular use, please seek our approval.
• All promotion, distribution and re-use of Forrester content, including any use of Forrester's logo, trademarks or service marks, through any third party in all types of media.

How To Seek Forrester's Approval

• Contact Forrester Vendor Relations at +1 617/613-5730 or +1 866/367-7378 or send email to: [email protected].
• Provide Vendor Relations with the full citation and context for your request. Please include a draft copy of any press releases and other marketing materials such as newsletters, email campaigns, direct mail, etc.
• We will reply by email within two business days.

Changes

• Forrester reserves the right to change these guidelines, at any time, without notice.
• These guidelines are for general informational purposes only and Forrester reserves any and all rights to the Research including but not limited to the right to deny any and all uses of the Research.