Forrester+Pricing.pdf

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IT Research and Advisory Services Pool (NASPO ValuePoint)
Contract number
917
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North Dakota

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This document is a NASPO (National Association of State Procurement Officials) contract with Forrester Research, Inc. for Information Technology Research and Advisory services. The contract appears to be a multi-state cooperative agreement that enables government entities to purchase IT research, consulting, and advisory services through a competitively solicited contract vehicle.

The contract covers a comprehensive range of IT research and advisory services, including executive programs, research products, learning courses, team access, analytics, and consulting. Pricing is structured across multiple contract line items (CLINs), with base prices ranging from $112.50 to $172,900 depending on the specific service. Key offerings include Age of the Customer Research memberships, executive program access, online certification courses, CX Index analytics, and custom advisory consulting at various expertise levels. The contract provides volume pricing discounts for multiple seats/licenses and includes detailed terms for usage rights, such as restrictions on sharing research content and provisions for external dissemination of research findings under specific licensing agreements.

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Exhibit B: Specifications, Duties, and Scope of Work

The Contractor will provide Information Technology Research and Advisory services as further described in each applicable Order. Information Technology topics may include, but are not limited to, the following:

1. IT business advice, objective IT research, and IT data that is thematic, prescriptive, and executable, and that provides a comprehensive perspective on the rapidly changing IT environment. Sponsors of research must be identified.

2. Access to an online database containing IT research articles. The database should contain at least 1,000 articles or more including white papers, research reports, webinars, bulletins, summaries, and any other IT research oriented documents published within the last five years.

3. Response to over-the-phone inquiries regarding published articles and direction on other available resources.

4. A

5. On-site workshops, advisory engagements, and conferences on IT related topics.

IT topics may include, but are not limited to, the following:

Planning and establishing IT policies, procedures, and best practices Establishing and implementing IT governance Review of new and emerging Information Technologies Assistance with acquisition decisions for IT hardware and software Software licensing and Asset Management Application/system development Data analytics, data management, and business intelligence Information security Strategic planning and Enterprise Architecture Evaluations of industry issues, products, and major trends in the marketplace IT Benchmarking Digital transformation and Digital Government Services IT talent, recruiting, and retention TelCom, IP telephony, and call center solutions Disaster recovery and business continuity Cloud computing Mobile device strategy and management Emergency response and radio communications Enterprise CRM

Exhibit C: Pricing

Base Pricing

Contract Line Item Number

(CLIN)

Product Product Name Forrester SKU Quantity

NASPO

Price

001 Advisory Service Unit SERVICEUNIT 10 $1,413.00

Executive Programs

Executive Program

(CIO, CMO, CXO)

CMOEP_AOC_SHELL /

CIOEP_AOC_N_SHELL

/ CXOEP_AOC_SHELL

1 $88,825.00

Executive Programs

Executive Essentials

(CIO, CMO, CXO)

CMOEE_AOC_SHELL /

CIOEE_AOC_SHELL /

CXOEE_AOC_SHELL

1 $69,065.00

Research Products

Age of the Customer Research MEMBER

AOC_M 1 $43,415.00

Research Products

Age of the Customer Research READER

AOC_R 1 $14,820.00

006 Analytics CX Index Industry

Package

CXI_I_P_SHELL 1 $59,232.50

007 Analytics CX Index Add-On Business Impact

Simulator

CT_CXI_BIST 1 $8,208.00

008 Analytics CX Index Add-On

Module

CT_CXI_MOD 1 $8,208.00

009 Analytics CX Index Add-On

Advisory Hour

CT_CXI_ADV_H 1 $1,368.00

010 Analytics CX Index Survey

License

CT_CXI_SCORE 1 $9,975.00

011 Learning Learning - B2B -

Online Course

L_OC_B2B 1 $1,928.50

012 Learning Learning - CX

Certification - Online Course

CXC_L_OC 1 $1,928.50

013 Learning Learning - Zero Trust Certification - Online

Course

ZTC_L_OC 1 $1,928.50

014 Learning Learning - CX

Essentials - Online Course

CXC_L_EOC 100 $9,880.00

015 Learning

Learning - CX Essentials -

Customization Package

CXC_L_CP 1 $14,820.00

016 Learning Learning - Advisory CXC_L_A 1 hour $1,491.50

Team

Access

Team Access for Executive Program and up to 2 Team

Members

TA_EP2_SHELL 1 $118,560.00

Team

Access Team Access for

Executive Program

TA_EP5_SHELL 1 $143,260.00

Contract Line Item Number

(CLIN)

Product Product Name Forrester SKU Quantity

NASPO

Price and up to 5 Team Members

Team

Access

Team Access for Executive Program and up to 10 Team

Members

TA_EP10_SHELL 1 $172,900.00

Team

Access

Team Access - AOC Research Member -

Add-On

TA_AO_AOC_M 1 $14,820.00

021 Consulting Custom Advisory

Consulting Engagement Lead 1 hour $733.50

022 Consulting Custom Advisory

Consulting Lead Analyst 1 hour $774.90

023 Consulting Custom Advisory

Consulting Program Manager 1 hour $637.20

024 Consulting Custom Advisory

Consulting Project Coordinator 1 hour $256.50

025 Consulting Custom Advisory

Consulting SME III 1 hour $733.50

026 Consulting Custom Advisory

Consulting SME II 1 hour $637.20

027 Consulting Custom Advisory

Consulting SME I 1 hour $501.30

028 Consulting Custom Advisory

Consulting Information Technology

Consultant III 1 hour $364.50

029 Consulting Custom Advisory

Consulting Information Technology

Consultant II 1 hour $256.50

030 Consulting Custom Advisory

Consulting Information Technology

Consultant I 1 hour $112.50

031 Consulting Custom Advisory

Consulting

Business and Management Consultant

III

1 hour $364.50

031 Consulting Custom Advisory

Consulting

Business and Management Consultant

II

1 hour $256.50

032 Consulting Custom Advisory

Consulting

Business and Management Consultant

I 1 hour $112.50

033 Consulting Custom Advisory

Consulting Data and Analytics

Consultant III 1 hour $630.00

034 Consulting Custom Advisory

Consulting Data and Analytics

Consultant II 1 hour $391.50

035 Consulting Custom Advisory

Consulting Data and Analytics

Consultant I 1 hour $318.60

036 Consulting Custom Advisory

Consulting Learning and Training

Consultant III 1 hour $364.50

Contract Line Item Number

(CLIN)

Product Product Name Forrester SKU Quantity

NASPO

Price

037 Consulting Custom Advisory

Consulting Learning and Training

Consultant II 1 hour $256.50

038 Consulting Custom Advisory

Consulting Learning and Training

Consultant I 1 hour $112.50

039 Consulting Custom Advisory

Consulting Editor 1 hour $126.90

040 Consulting Custom Advisory

Consulting Support Specialist 1 hour $153.00

Additional Volume Pricing

Volume Pricing for Product Name Number of Seats/Licenses NASPO Price

Age of the Customer Research MEMBER 1 $43,415.00

Age of the Customer Research MEMBER 2 $76,000.00

Age of the Customer Research MEMBER 5 $146,205.00

Age of the Customer Research MEMBER 10 $207,005.00

Age of the Customer Research MEMBER 15 $249,375.00

Age of the Customer Research MEMBER 25 $304,380.00

Age of the Customer Research MEMBER 50 $386,792.50

Age of the Customer Research MEMBER 100 $486,067.50

Volume Pricing for Product Name Number of Seats/Licenses NASPO Price

Age of the Customer Research READER 1 $14,820.00

Age of the Customer Research READER 2 $24,890.00

Age of the Customer Research READER 5 $55,100.00

Age of the Customer Research READER 10 $95,798.00

Age of the Customer Research READER 15 $120,355.50

Age of the Customer Research READER 25 $154,745.50

Age of the Customer Research READER 50 $215,070.50

Age of the Customer Research READER 100 $287,270.50

Volume Pricing for Product Name Number of Seats/Licenses NASPO Price

Certification - Online Course (B2B, CX, ZT) 1 $1,928.50

Certification - Online Course (B2B, CX, ZT) 2 $3,657.50

Certification - Online Course (B2B, CX, ZT) 3 $5,386.50

Certification - Online Course (B2B, CX, ZT) 4 $6,925.50

Certification - Online Course (B2B, CX, ZT) 5 $8,464.50

Certification - Online Course (B2B, CX, ZT) 10 $15,209.50

Certification - Online Course (B2B, CX, ZT) 20 $26,799.50

Certification - Online Course (B2B, CX, ZT) 40 $42,189.50

Volume Pricing for Product Name Number of Seats/Licenses NASPO Price

Certification - CX Essentials Online Course 100 $9,880.00

Certification - CX Essentials Online Course 500 $31,540.00

Certification - CX Essentials Online Course 1000 $47,215.00

Defined Terms

Defined Terms:

ANALYST INQUIRY: Analyst Inquiry entitles the licensed user to request e-mail responses from the specified Forrester analysts and schedule one-on-one telephone meetings with such Forrester analysts at mutually agreed-upon times for periods not to exceed thirty (30) minutes per meeting. Analyst Inquiries should be based on Forrester's written research.

All Analyst Inquiry responses are for Buyer's internal business use only.

delivered via www.forrester.com that is selected by Forrester, at its sole discretion, as exclusive content specific to navigating the age of the customer.

CLICK AND SHARE: Click and Share allows the licensed user to share up to four (4) separate documents from the specified Research Content with up to four (4) non-licensed individuals during the term of the Order Form using the Click and

Form, the Framework Agreement and the Call-Off Contract.

CORE TEAM: Individuals who work directly for the Leader or with the Leader on cross-functional activities.

DEPUTY: A Leadership Board Membership Deputy is a direct report of the Leadership Board Membership license holder.

The Deputy acts with or on behalf of the Leadership Board Membership license holder.

www.forrester.com that is targeted specifically to professionals working in Marketing and Strategy roles within their organizations.

Service Types

I. RESEARCH

1. Age of the Customer Research Reader

AGE OF THE CUSTOMER RESEARCH READER: Each Age of the Customer Research Reader License purchased hereunder is a User License that entitles its holder to: (a) access to the BT Research Content, M&S Research Content and AOC Exclusive Research Content in accordance with the Master Agreement; (b) Research Inquiry; and (c) Click and Share.

2. Age of the Customer Research Member

AGE OF THE CUSTOMER RESEARCH MEMBER: Each Age of the Customer Research Member License purchased is a User License that entitles its holder to: (a) access to the BT Research Content, M&S Research Content and AOC Exclusive Research Content in accordance with the Framework Agreement, Call-Off Contract and the product terms herein; (b) unlimited Analyst Inquiry with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content; (c) participation in Forrester Webinars with the

Forrester analysts producing the BT Research Content , M&S Research Content and AOC Exclusive Research Content held during the term of the Order Form; (d) Research Inquiry; and (e) Click and Share.

II. CONNECT

1. Executive Program

FORRESTER EXECUTIVE PROGRAM: Each Forrester Executive Program Membership License purchased is a User License that entitles its holder to: (a) participation in the specified Forrester Executive Program; (b) access to the BT Research Content, M&S Research Content and AOC Exclusive Research Content in accordance with the Framework Agreement, Call-Off Contract and the product terms herein; (c) unlimited Analyst Inquiry with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content; (d) participation in Forrester Webinars with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content held during the term of the Order Form; (e) Research Inquiry; (f) Click and Share; (g) access to a dedicated executive partner; (h) attendance to one (1) Forrester Forum held during the term of the Order Form; and (i) two onsite strategy sessions with the executive partner and/or a Forrester analyst (travel costs included for any same continent travel).

The Forrester Executive Program Membership License holder may designate one (1) named Deputy to participate in the following Executive Program activities: Advisor Check-ins, Analyst Inquiries, and Group Peer Exchanges, provided the license holder initiates and concurrently participates in such activities. The Deputy may not be changed longer a direct report of the Executive Program Membership License holder;

activities is no longer deemed necessary by Buyer.

2. Executive Essentials for CIO

FORRESTER EXECUTIVE ESSENTIALS: Each Forrester Executive Essentials Membership License purchased is a User License that entitles its holder to: (a) participation in the specified Forrester Executive Program; (b) access to the BT Research Content, M&S Research Content and AOC Exclusive Research Content in accordance with the Framework Agreement, Call-Off Contract and the product terms herein; (c) unlimited Analyst Inquiry with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content; (d) participation in Forrester Webinars with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content held during the term of the Order Form; (e) Research Inquiry; (f) Click and Share; (g) access to a dedicated executive partner; and (h) attendance to one (1) Forrester Forum held during the term of the Order Form.

The Membership License holder may designate one (1) named Deputy to participate in the following Executive Essentials activities: Advisor Check-ins, Analyst Inquiries, and Group Peer Exchanges, provided the license holder has substantially cha necessary by Buyer.

III. TEAM ACCESS

1. Team Access for Executive Program

1. TEAM ACCESS FOR EXECUTIVE PROGRAM: Each Team Access for Executive Program Membership License purchased is a User License that entitles its holder to: (a) participation in the specified Forrester Executive Program;

(b) access to the BT Research Content, M&S Research Content and AOC Exclusive Research Content in accordance with the Framework Agreement, Call-Off Contract and the product terms herein; (c) unlimited Analyst Inquiry with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content; (d) participation in Forrester Webinars with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content held during the term of the Order Form; (e) Research Inquiry; (f) Click and Share; (g) access to a dedicated executive partner; (h) attendance to one (1) Forrester Forum held during the term of the Order Form; and (j) two onsite strategy sessions with the executive partner and/or a Forrester analyst (travel costs included for any same continent travel).

The Membership License holder may invite two of his or her direct reports to participate in executive partner meetings. An unlimited number of direct reports may participate in the onsite strategy sessions.

2. TEAM ACCESS 2 Members: Each Team Access license purchased broadens the scope of the associated Leadership Board Membership or Forrester Executive Program Membership License, as applicable, by granting its ight to assign two (2) Team Access Member licenses to individuals participate in Analyst Inquiries requested by the Leader and each other, share documents with other Core Team members and attend one (1) Forrester forum. The Leader may reassign one (1) User License within one calendar

3. Team Access - AOC Research Member - Add-On

TEAM ACCESS RESEARCH MEMBER: Each Team Access Research Member License purchased is a User License that entitles its holder to: (a) access to the BT Research Content, M&S Research Content and AOC Exclusive Research Content in accordance with the Framework Agreement, Call-Off Contract and the product terms herein; (b) unlimited Analyst Inquiry with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content; (c) participation in Forrester Webinars with the Forrester analysts producing the BT Research Content, M&S Research Content and AOC Exclusive Research Content held during the term of the Order Form; (d) Research Inquiry; and (e) Click and Share.

4. Team Access - AOC Research Reader Add-On for a Team up to XX

TEAM ACCESS RESEARCH READER: Each Team Access Research Reader License purchased is a User License that entitles its holder to: (a) access to the BT Research Content, M&S Research Content and AOC Exclusive Research Content in accordance with the Framework Agreement, Call-Off Contract and the product terms herein;

(b) Research Inquiry; and (c) Click and Share.

IV. LEARNING

1. Learning CX Certification Online Course

LEARNING - CX CERTIFICATION - ONLINE COURSE - Each Forrester CX Training and Certification User License purchased hereunder entitles the licensed users to access Forrester's Training and Certification eLearning

During the Access Period each User License holder has access to (a) pre-course materials; and (b) the selected CX Training and Certification course. A Forrester certification in the selected CX Training and Certification course will be issued to each licensed user that completes the course content, as determined by Forrester in its sole discretion.

The level of certification may be subject to eligibility requirements. Client is specifically prohibited from displaying, disseminating, or otherwise providing access to the Forrester Training and Certification e-Learning Portal and any Training and Certification program content to any non-licensed employee or any third party. Any Client requests for customization of a Forrester Training and Certification program are subject to separate scoping and additional fees. Client may select a course from any Forrester CX Certification course that is available during the term of this Purchase Agreement.

2. Learning CX Essentials Online Course

CX ESSENTIALS ONLINE COURSE Each Forrester CX Essentials license purchased hereunder is a User License that entitles its holder to the following during a consecutive twelve (12) month period beginning during the term of this Purchase Agreement: (a) acc -course materials; and (c) the selected CX Training course. Materials and content accessed shall be versions existing as of the start date of this Purchase Agreement. Client is specifically prohibited from displaying, disseminating, or otherwise providing access to the Forrester Training and Certification e-Learning Portal and any CX Essentials Online content to any non-licensed employee or any third party. Client shall have access to administrator features

Customization of a CX Essentials online course is subject to separate fees.

3. Learning Zero Trust Online Course

CERTIFICATION - ZERO TRUST - ONLINE COURSE - Each Forrester Zero Trust Training and Certification User License purchased hereunder entitles the licensed users to access Forrester's Training and Certification eLearning portal during the term of this Purchase Agreement for the length of time specified in the course terms

-course materials; and (b) the selected Zero Trust Training and Certification course. A Forrester certification in the selected Zero Trust Training and Certification course will be issued to each licensed user that completes the course content, as determined by Forrester in its sole discretion. The level of certification may be subject to eligibility requirements.

Client is specifically prohibited from displaying, disseminating, or otherwise providing access to the Forrester Training and Certification e-Learning Portal and any Training and Certification program content to any non-licensed employee or any third party. Any Client requests for customization of a Forrester Training and Certification program are subject to separate scoping and additional fees. Client may select a course from any Forrester Zero Trust Certification course that is available during the term of this Purchase Agreement.

V. ANALYTICS

Each CX Index Advisory Hour purchased hereunder entitles the Client to one (1) hour of access to the CX Index Product Team to conduct mutually agreed CX Index data analysis and insights work.

1. CX Index Survey License

CX INDEX SURVEY LICENSE: Each CX Index Survey License purchased hereunder is a license that during the term of this Purchase Agreement entitles Client to utilize the standardized CX Index survey questions (customization not included) that factors, and CX Drivers) within one (1) client-run survey to capture up to 5,000 completed responses. Scoring for additional completed responses requires the purchase of additional CX Index Survey License(s). Client assumes the responsibility to program, test, and field/host the survey without Forrester support. Forrester will conduct one (1) courtesy review of the survey test link to ensure the survey programming was done correctly. After the survey has been fielded, Client will send Forrester a SPSS (or other mutually agreeable format) file with all the survey data captured and, if applicable, any other associated data the client deems useful in the analysis phase of the engagement, provided, however, that Client will ensure that no personally identifying information (PII) will be included in such data file. Data analysis, insights support and intermediate scoring of the data while fielding is in process are not included in this engagement.

Client is permitted to display or disseminate CX Index data resulting from the Survey License study only internally connection with prohibited from displaying, disseminating or otherwise providing access to any CX Index data or CX Index survey questions or CX driver statements to any third party, including contractors, consultants, agencies, clients or customers.

Solely upon execution of a Purchase Agreement for a CX Ad Rights License, Client is permitted to display or disseminate the results from this Survey License study externally, subject to the terms of the applicable Purchase

2. CX Index Industry Package - Essentials

CX INDEX INDUSTRY PACKAGE ESSENTIALS: Each CX Index Industry Package Essentials purchased hereunder is a license that during the term of this Purchase Agreement entitles Client to (i) assign an unlimited amount of CX Index Platform User Licenses for one industry in one geographic segment in accordance with the Master Agreement, and (ii) up to one (1) hour of CX Index Platform support with a CX Index Program Manager.

Each User License holder requires a username and password to access the platform. Access to the CX Index Platform includes CX Index Benchmark data selected by Forrester, at its sole discretion, for one industry and one geographic segment. Data analyses or insights support is not included as part of this package.

The CX Index survey questions and CX driver statements provided in the CX Index Industry Benchmark Data or purchased hereunder. Client is specifically prohibited from displaying, disseminating or otherwise providing access to any CX Index Industry Benchmark Data or CX Index survey questions or CX driver statements to any third party, including contractors, consultants, agencies, clients or customers.

Solely upon execution of a Purchase Agreement for a CX Ad Rights License, Client is permitted to display or disseminate its CX Index award status (e.g. CX Elite or #1 Leader in the Industry) externally, subject to the terms of the applicable Purchase Agreement and Fo

3. CX Index Industry Package

CX INDEX INDUSTRY PACKAGE (US/Canada only): Each CX Index Industry Package purchased hereunder is a license that during the term of this Purchase Agreement entitles Client to (i) assign an unlimited amount of CX Index Platform User Licenses to one industry in one geographic segment in accordance with the Master Agreement and(ii) a CX Index Engagement Program in accordance with the below. Each User license holder requires a username and password to access the platform. Access to the CX Index Platform includes CX Index Benchmark data selected by Forrester, at its sole discretion, for one industry and one geographic segment.. The CX Index Engagement Program includes the following:

(a) Alignment Kickoff one (1) 60-minute session reviewing the CX Index Engagement Program, including descriptions of deliveries, timing of deliveries, and information Client must supply prior to starting analysis.

(b) Preview of Insights & Assessments Presentation one (1) 30-minute meeting to preview high level insights and recommendations. Client may request slides be reorganized and deleted, but no additional data analysis will be conducted or new slides created.

(c) Insights & Assessment Presentation- one (1) 90-performance and the performance of up to five selected competitors on the key CX metrics, the recommended 6-8 CX Priority Drivers.

(d) Business Impact Simulator - (a) One (1) Excel-based Business Impact Simulator created to showcase the relationship between priority CX drivers and key business impact metrics and (b) one (1) 30-minute inquiry call to answer any Client questions about the Business Impact Simulator.

(e) Preview of Module Presentation one (1) 30-minute meeting to preview high level insights and recommendations. Forrester may delete or reorganize slides upon Clients request, but no additional data analysis will be conducted or new slides created.

(f) CX Index Module - one (1) 60-minute delivery of the mutually agreed CX Index data analysis and insights work.

The CX Index survey questions and CX driver statements provided in the CX Index Industry Benchmark Data or purchased hereunder. Client is specifically prohibited from displaying, disseminating or otherwise providing access to any CX Index Industry Benchmark Data or CX Index survey questions or CX driver statements to any third party, including contractors, consultants, clients or customers.

Solely upon execution of a Purchase Agreement for a CX Ad Rights License, Client is permitted to display or disseminate its CX Index award status (e.g. CX Elite or #1 Leader in the Industry) externally, subject to the terms f Client's award citation.

Each CX Index CX Elite Data Package purchased hereunder is a license that during the term of this Purchase Agreement entitles Client to access the following in connection with one (1) Forrester CX Index Benchmark year:

(a) CX Ind and CX Drivers) for up to five CX Elite brands identified by Forrester in one geographic segment; (b) one (1) 60-minute CX Elite insights presentation that includes one (1) PowerPoint deck containing data insights and analyses.

The focus of the CX Elite insights presentation will revolve exclusively around the thematic best-practices (from

(Effectiveness, Ease, and Emotion). Each User license holder requires a username and password to access the platform.

The CX Index survey questions and CX driver statements provided in the CX Index CX Elite Data or survey hereunder. Client is specifically prohibited from displaying, disseminating or otherwise providing access to any CX Index CX Elite Data or CX Index survey questions or CX driver statements to any third party, including contractors, consultants, clients or customers.

4. CX Index Module Add On

CX INDEX MODULE ADD ON: Each CX Index Module entitles Client to

(a) One (1) 30-minute meeting to preview high level insights and recommendations. Client may request slides be reorganized and deleted, but no additional data analysis will be conducted or new slides created.

(b) One (1) 60-minute presentation of the mutually agreed CX Index data analysis and insights, including the associated PowerPoint slides.

Index survey questions and CX driver statements provided in the CX Index Data or survey instrument may only be specifically prohibited from displaying, disseminating or otherwise providing access to any CX Index Data or CX Index survey questions or CX driver statements to any third party, including contractors, consultants, agencies, clients or customers.

Solely upon execution of a Purchase Agreement for a CX Ad Rights License, Client is permitted to display or disseminate its CX Index award status (e.g. CX Elite or #1 Leader in the Industry) externally subject to the terms

's award citation.

5. CX Index Business Impact Simulator

CX INDEX BUSINESS IMPACT SIMULATOR: Each Business Impact Simulator purchased hereunder entitles Client to (a) one (1) Excel-based Business Impact Simulator created to showcase the relationship between priority CX drivers and key business impact metrics and (b) one (1) 60-minute inquiry call to answer any Client questions about the Business Impact Simulator.

Client is permitted to display or disseminate CX Index data and results from the Business Impact Simulator only well as CX Index survey questions and CX driver statements provided in the CX Index Data or survey instrument, may only be used Client is specifically prohibited from displaying, disseminating or otherwise providing access to any CX Index Data, CX Index survey questions, CX driver statements, Business Impact Simulator questions, or Business Impact Simulator model algorithm details to any third party, including contractors, consultants, agencies, clients or customers.

Solely upon execution of a Purchase Agreement for a CX Ad Rights License, Client is permitted to display or disseminate its CX Index award status (e.g. CX Elite or #1 Leader in the Industry) externally subject to the terms

VI. CONSULTING AND ADVISORY

I. PROJECT CONSULTING: Forrester will provide the consulting services the Buyer and Supplier agree to in an

Specific IPRs, and any Supplier Background IPR provided along with or as part of Project Specific IPRs, shall not be shared outside of the Buyer unless required pursuant to a Request for Information or other applicable Laws.

II. ADVISORY: Advisory may be used by Clients to ad-hoc analyst inquiries, speeches, webinars, strategy sessions or other short interactions with Forrester analysts to deliver a deeper understanding of Forrester Works. Advisory may not be used to access analysts responsible for creating and delivering SiriusDecisions branded research content.

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