Our advisory services and tailored research – grounded in our insight and expertise – provide a powerful way for Chartis clients to leverage our independent thinking to create and enhance their market positioning in critical areas. Our advisory methodology and approach are tailored to our clients’ requirements, but typically combine primary and secondary, qualitative and quantitative research.

Chartis’ advisory services include:

Vendor Selection

End-to-end vendor selection support to partner clients with the best-suited technologies. Covers such areas as functional and technical requirements, use cases, RFP/RFI generation and identifying Implementation partners.

Due Diligence

Chartis approaches due diligence from three angles: technological, commercial and strategic, taking a short- to long-term perspective.

Market Mapping

Chartis uses its deep industry and technical knowledge to provide customized analysis of the specific market issues and concerns that companies face. Areas covered include market positioning, independent co-branded research, and pragmatic, resonant thought-leadership research and reports.

Strategic Planning

Advice-led services to help companies align their business strategy with core market trends and needs. Covers areas such as market dynamics and positioning and product strategy and alignment.


Chartis digs deeper than anyone in the marketplace to distinguish reality from investment pitches, and provides a deep understanding of the market to give prospective buyers a complete, long-term view.

R&D and Product Development

We work with some of the leading and most innovative technology companies to support their R&D and product development. Our impartiality and integrity mean that we are the perfect partner to develop solutions that meet business and market needs.

Go-to-Market Strategy and Marketing

Our knowledge of our markets and access to our clients’ clients makes us a ‘one stop shop’ for marketing strategy and execution. We can segment the marketplace, identify best-fit segments, and run research and test marketing programs with end users.

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