Metrigy’s research and advisory services are based on real-world data gathered from thousands of end-user organizations. Our primary differentiator is that rather than just report on what is happening in the market, we derive the characteristics of successful strategies by evaluating how technology deployments and operational approaches correlate with measurable business success. We focus on customer experience and workplace collaboration, including interrelations between them, as well as specific industries, including financial services, healthcare, retail.
Expert Guidance for IT, CX, & Business Leaders
Why IT, CX & Business Leaders Choose Metrigy
You’re under pressure to make fast technology decisions and justify ROI—while navigating overwhelming vendor marketing with limited resources and tight deadlines.
Metrigy becomes your trusted advisor. Our analysts bring decades of Fortune 1000 experience, and our research is backed by dozens of studies each year. We show you what actually correlates with success—including organizational strategies, technology adoption, security and compliance approaches, and optimal use cases.
What makes us different:
Independent research to guide your decisions
Real-world implementation data
Client-driven research methodology
Data paired with expert insights
Industry leading research methodology correlates approaches with success
85
NPS score® *
2,000+
IT, CX & business leaders surveyed and interviewed annually on technology decisions
93%
Say their investment in Metrigy is valuable
93%
Say it’s very easy to communicate with us
How We Help IT, CX & Business Leaders Make Better Technology Decisions
From self-service research to hands-on advisory—choose what fits your technology decision needs.
Self-Service Research
Benchmark Studies & Best Practices
Access annual benchmark studies with industry-specific metrics, success group correlations, implementation best practices, and ROI calculators. See how your company compares to peers and learn what high-performing organizations do differently
Ideal For:
- Benchmarking technology adoption
- Understanding purchasing drivers and deployment strategies
- Identifying AI use cases with proven ROI
- Building data-backed business cases for CFO approval
Market Forecasts & Trends
Access 5-year market forecasts, adoption trends, and vendor momentum data for strategic planning and budget justification. Understand which technologies are gaining traction and which vendors are winning customers
Ideal For:
- Building multi-year technology roadmaps
- Sizing markets for investment proposals
- Tracking vendor market share trends
- Understanding adoption trajectories and timing
Vendor Comparison & Selection
Compare vendors with MetriRank reports, MetriStar customer success data, and MetriCast market forecasts
Ideal For:
- Selecting CCaaS, UCaaS, WEM, or CPaaS platforms
- Evaluating AI agents for customer self-service or employee assistance
- Comparing collaboration and meeting software
- Assessing workforce optimization tools
Research & Advisory Services
Strategy & Roadmap Advisory
Get hands-on guidance from our analysts to build technology roadmaps, formally evaluate vendors, and secure executive buy-in. Includes gap analysis, budget planning, success metrics frameworks, and executive presentation decks.
Ideal For:
- CX directors planning contact center transformations
- IT directors building technology roadmaps
- CTOs evaluating technology & architecture migration strategies
- Digital workplace leaders implementing hybrid work tools
Custom Vendor Evaluations
We evaluate vendors against your specific requirements and scoring criteria through our pre-defined RFI methodology, accelerating your time to decision. Includes vendor capability assessment, customer reference calls, weighted scorecard, and executive summary with recommendations.
Ideal For:
- Complex platform selections with unique requirements
- Situations requiring deeper vendor analysis than standard reports
- Custom scoring criteria beyond our MetriRank methodology
- Fast-track evaluations with tight decision deadlines
Custom Research Studies
We conduct employee feedback surveys, customer satisfaction studies, and competitive benchmarking tailored to your organization—so you can focus on action, not data collection.
Ideal For:
- Employee technology requirements surveys
- Customer satisfaction studies
- Requirements identification and documentation, including gap analysis
- Post-implementation success measurement
- Competitive benchmarking vs. your peer-profile group
What Our Customers Say About Metrigy Research
What IT, CX, & Business Leaders Are Researching Right Now
How is Metrigy different from other analyst firms?
Does Metrigy do custom research and/or consulting?
Yes. We offer Custom Research and Advisory Services, including whitepapers, webinars, and strategic consulting tailored to a client’s specific needs. We also assist IT and business leaders with strategy, vendor selection, and operational assessments related to AI, customer experience/contact center, and workplace collaboration.
Can I purchase a single report, or do I need a subscription?
Individual reports are available for purchase via our website for internal use only.
How current is your research? How often do you update it?
We update our research throughout the year. See About Metrigy for information on upcoming studies.
Do you provide analyst advisory time, or just reports?
Both. Analyst advisory time is available on a project basis or through an annual research access service agreement.
Can you help us with RFI/RFPs, vendor negotiations, or contract terms?
Yes, contact us to learn more.
How do I justify the cost of Metrigy research to my CFO?
Check out our client testimonials. Metrigy has helped dozens of organizations save time and money by using our research-driven insights to make smarter technology decisions.