A World-Class Team of Analysts and Researchers 

Our Story

Origin

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With the increasing adoption of technology across industries and the growing wave of digital transformation initiatives, Metrigy founders Robin Gareiss and Irwin Lazar, each with more than 20 years of experience as technology analysts, realized there was a rapidly growing need for data-driven guidance to help IT, CX, and business leaders make informed decisions that lead to measurable business outcomes. To meet this need, they founded Metrigy in 2020. Our name, Metrigy, is based on the convergence of the words “metrics” and “strategy.”

Evolution

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Starting with two analysts, Metrigy has quickly grown to a team of 12 staff and six analysts. Since our launch, we have provided research-driven insights on AI, customer engagement and workplace collaboration, gathering data from thousands of organizations. We now offer market forecasting, track vertical industry trends, and measure consumer sentiment on AI and customer experience. Poised at the forefront of the AI and agentic AI revolution, our clients include major technology providers and enterprises. Our influence extends to tens of thousands of followers through our reports, podcasts, blogs, and videos.

Vision

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Technology must be viewed through the lens of business value, not just innovation. Our research evaluates current and cutting-edge technology trends—especially AI, automation, and analytics—and the value they deliver to businesses and consumers. We provide buyer-side insights on technology adoption, market needs, business metric improvements, organizational strategies, assurance, and security/governance for AI, CX, and workplace collaboration. Key research areas include organizational AI strategy, governance, business impact of agentic AI, and technology provider performance. We also drill down into vertical trends (healthcare, financial services, retail) and provide ongoing insight via two quarterly consumer indexes on AI usage. Our vision is for our clients to leverage Metrigy’s data-backed expertise for competitive advantage.

Meet Our Team

Metrigy’s world-class team of analysts and staff are here to serve you.
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Robin Gareiss

Robin Gareiss

CEO & Principal Analyst
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Irwin Lazar

Irwin Lazar

President & Principal Analyst
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Chris Zimmerman

Chris Zimmerman

Vice President of Client Experience
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Beth Schultz

Beth Schultz

Vice President of Research & Principal Analyst
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Matt Craig

Matt Craig

Senior Director of Product Development
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Diane Myers

Diane Myers

Senior Research Director and Principal Analyst
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Layne Haaksma

Layne Haaksma

Senior Research Analyst
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Elly Hertz

Elly Hertz

Senior Director of Content Marketing and Design
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Angela Faterkowski

Angela Faterkowski

Senior Account Executive
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Robert Lazar

Robert Lazar

Research Analyst
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Chyna Carter

Chyna Carter

Research Operations Manager
Research Types Background

Types of Research

Benchmark Studies
MetriCast Market Share Forecasting & Vendor Rankings
Technology Reports
Custom Research
Enterprise Product Evaluation & Selection
Benchmark Studies

Benchmark Studies

Buyer-side insights into technology adoption, market needs, organizational strategies, assurance and management approaches, and security, compliance, and governance methods for AI, CX, & workplace collaboration

browse research
MetriCast Market Share Forecasting & Vendor Rankings

MetriCast Market Share Forecasting & Vendor Rankings

Quarterly and annual reports and interactive workbooks providing market and vendor performance trends.
browse research
Technology Reports

Technology Reports

Provides research-based insights on emerging market trends in AI, CX, and workplace collaboration. Designed to provide metrics-based guidance to IT leaders for decision-making and technology understanding.

browse research
Custom Research

Custom Research

Individualized custom research studies on specific technologies, buyer needs, and competitive landscape.
Contact us to discuss custom research
Enterprise Product Evaluation & Selection

Enterprise Product Evaluation & Selection

  • Request for Information (RFI) and/or Request for Proposal (RFP) with weighted scorecard analysis, designed to ensure ideal vendor and technology selection aligned with business needs
  • Strategy and technology assessments, benchmarking your organization against its peers
Contact us to discuss custom research
Research Types Background

Types of Research

Benchmark Studies
Benchmark Studies

Buyer-side insights into technology adoption, market needs, organizational strategies, assurance and management approaches, and security, compliance, and governance methods for AI, CX, & workplace collaboration

browse research
MetriCast Market Share Forecasting & Vendor Rankings
MetriCast Market Share Forecasting & Vendor Rankings
Quarterly and annual reports and interactive workbooks providing market and vendor performance trends.
browse research
Technology Reports
Technology Reports

Provides research-based insights on emerging market trends in AI, CX, and workplace collaboration. Designed to provide metrics-based guidance to IT leaders for decision-making and technology understanding.

browse research
Custom Research
Custom Research
Individualized custom research studies on specific technologies, buyer needs, and competitive landscape.
Contact us to discuss custom research
Enterprise Product Evaluation & Selection
Enterprise Product Evaluation & Selection
  • Request for Information (RFI) and/or Request for Proposal (RFP) with weighted scorecard analysis, designed to ensure ideal vendor and technology selection aligned with business needs
  • Strategy and technology assessments, benchmarking your organization against its peers
Contact us to discuss custom research

Research Methodology

Metrigy’s research methodology is designed to identify not just technology trends, but the approaches that correlate with measurable success.

Our Approach Is Based On:

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Working with our clients to understand their research needs and ensure alignment
Gathering global data from end-user organizations and consumers via survey and live interviews
Analyzing results to determine key trends and strategies that deliver measurable success in terms of employee and customer experience improvements, cost savings, productivity increases, and revenue gain
Applying rigorous data validation checks
Delivering insights into trends by industry, geography, and organizational size
Providing clients with custom data cuts that drill into specific areas of concern

Client Benefits:

Access validated data, correlated to meet your needs

Benchmark where you stand competitively in your products and/or technology strategy

Learn what your customers think, and how to close the gaps

Leap ahead through data-backed advice on what to do now to be prepared for the next 18 months

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Contact us to learn more about our research methodology and how it can help you! 

Contact our team
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Upcoming Research Agenda

2026
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Q3
Employee Engagement Optimization: 2026-27

Metrigy’s Employee Engagement Optimization: 2026-27 study provides insight into successful strategies for workplace collaboration in the age of AI. This study provides IT leaders with the insight they need to craft communications and collaboration strategies for 2027 and beyond.

Key technologies covered will include:

  • Evolution of office space (including meeting rooms, hot desking, and reservation approaches)
  • Video conferencing device strategies and meeting room evolution
  • Hybrid and remote worker strategies
  • Voice and video management strategies
  • Space reservation and management
  • Mobile and field collaboration strategies
  • Virtual and augmented reality
  • Employee experience platforms and communications strategies
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Connected Workspaces & Collaborative Work Management: 2026-27

Connected workspaces for collaborative work management unite applications such as project and task management with knowledge bases, document repositories, and chat. The goal is to reduce the inefficiencies incurred as employees spend time hopping from one app to the next as they work throughout the day. In this study, we’ll explore how companies are implementing connected workspaces for their employees.

Topics will include:

  • Applications and capabilities in use
  • The role of AI and automation
  • Pain points being addressed
  • Deployment scope and implementation strategies
  • Buying decision-maker and budgeting
  • Integrations
  • Efficiencies gained
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Workplace Collaboration Compliance & Security Management: 2026-27

As apps and features grow, and as AI becomes an integral part of the mix, companies must ensure security and compliance for employee engagement platforms to protect data and ensure brand reputation. In this global study, we’ll provide actionable insight for successfully creating and implementing security and compliance strategies to enable maximum ROI for emerging technologies such as generative AI, bots and agents, visual engagement, and more.

Topics will include:

  • Organizational strategies and budgets
  • Threat identification and mitigation approaches
  • Use of specialty security and compliance management tools
  • Privacy management
  • Investment justification in security products and solutions
  • Telephony fraud protection
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AI Consumer Index

Artificial intelligence is here, reshaping our world in real-time. But how do people truly feel about it? With this new tracker, we move past the simple “good or bad” debate to uncover the nuanced landscape of public sentiment.

Where do we see AI enhancing our lives and where do we draw a hard line? We will learn how people feel about and use AI now, and what they see for the near future.

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CCaaS MetriRank 2026

Evaluation of top CCaaS providers across a set of fixed criteria: market share, financials, market momentum,
product mix, customer sentiment, and customer business success.

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Workplace Collaboration MetriCast Study 2026

Based on a large global study with global decision makers, Metrigy analyzes buy-side purchasing plans for the upcoming year. We look at technologies in use, vendors, spending, ratings of vendors, and relative success using
them. We also examine businesses that are changing, or planning/evaluating whether to change, a vendor, what’s
driving them to leave, and which new providers they are considering.

Product/service areas include:

  • UCaaS
  • Premises-based PBX/UC platforms
  • Video room systems
  • Audio and video endpoints, including phones
  • Headsets
  • Enterprise SBCs
  • SIP trunking
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WC MetriStar 2026

MetriStar Award recognition for UCaaS, based on both customer ratings of providers and quantitative metrics
correlating the use of products and services with measurable business success, as gathered in the WC MetriCast
2026 study.

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CPaaS MetriRank 2026

Evaluation of top CPaaS providers across a set of fixed criteria: market share, financials, market momentum,
product mix, customer sentiment, and customer business success.

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CC+UC MetriRank 2026

Evaluation of top providers offering integrated contact center and UC across a set of fixed criteria: market share,
financials, market momentum, product mix, customer sentiment, and customer business success.

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CRM MetriRank 2026

Evaluation of top 10 CRM vendors across a set of fixed criteria: market share, financials, market momentum,
product mix, customer sentiment, and customer business success.

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2Q26 CX MetriCast Forecast & Market Shares

2Q market share and forecast updates across CCaaS, on-prem contact center platforms, CPaaS, and CRM.

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2Q26 WC MetriCast Forecast & Market Shares

2Q market share and forecast updates across on-prem PBX, eSBCs, UCaaS (1H26 market shares), and SIP trunking
(forecast only).

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CX Consumer Index

Are companies truly meeting consumer expectations—or just checking boxes? The CX Consumer Index dives deep into how consumers feel about the experiences they receive today,

revealing gaps, surprises, and opportunities for companies to redefine what excellent customer experience will look like tomorrow.

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Sales & Marketing Technology to Improve CX: 2026-27

Sales, marketing, and customer service worlds have been colliding for some time—all aiming to deliver a stellar customer experience. However, the teams don’t always use integrated technologies and often operate in siloes. Here, Metrigy will examine how companies can integrate these pillars to truly improve CX, and what technologies are specifically driving success in sales and marketing.

The study will address the following:

  • Adoption rates of key vendors for technologies such as CRM and martech
  • The role of agentic agents in sales and marketing, and how it integrates with the contact center
  • Plans and success rates of technology platform integration with AI, CRM, martech, contact center, CPaaS, and more
  • The role of CRM and CDP in advanced CX applications
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Q4
Workforce Engagement Management: 2026-27

Workforce engagement management (WEM) remains critical for supporting agent engagement, supervisor effectiveness, and customer experience. As WEM suites evolve with AI, digital twins, and advanced analytics, organizations can now proactively optimize workforce performance in real-time. This study explores how AI-enabled WEM tools, combined with predictive and prescriptive analytics and digital twins, enhance operational efficiency, boost employee engagement, and deliver measurable ROI.

Key topics will include:

  • Intelligent scheduling
  • Real-time feedback
  • AI-powered virtual assistants
  • Quality management
  • Characteristics of high-impact WEM initiatives—highlighting where technology drives value and where gaps remain
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Contact Center & Beyond: Elevating CX: 2026-27

The contact center remains the core communications platform for customer interactions, but it’s changing rapidly. Digital channels, AI applications, and analytics tools are elevating the contact center to become a CX center. But integrations with other platforms and tools, including CRM, service management, AI agents, and advanced analytics, are expanding the reach of the contact center dramatically. With the rapid change in all of technology, this study will examine the state of the contact center and its role in delivering the best possible customer experience.

The study will address the following:

  • AI’s, and specifically agentic AI’s, role in the contact center and in overall CX, for customer self-service, agent assist, supervisor assist, and more
  • Adoption and preferences for architecture, platforms, and integrations
  • Strategies for proactive outreach and personalization, and how AI plays a role
  • Adoption of workflow automations and where companies see the most value
  • How companies track customer journeys and find points for optimization
  • CPaaS’ role in delivering intelligent proactive experiences
  • Top concerns with security and compliance, how companies are addressing them, and where AI fits into the equation
  • Why companies are expanding their contact center technologies outside of the traditional use cases to areas such as field service, sales, frontline workers, and marketing
  • How companies measure success and ROI for their CX strategies, and what the metrics are
  • What the revised baseline KPIs are for contact center agents and supervisors as AI agents complement humans
  • Who is leading CX strategy, and how is staffing changing?
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CX Assurance for AI-Powered Contact Centers: 2026-27

As we covered in our Q12026 market overview report, the rapid adoption of AI-powered virtual agents is fundamentally reshaping the CX assurance market, shifting the focus from traditional test automation to validating the dynamic and often unpredictable nature of AI-driven interactions. This study will explore how companies build confidence that their AI agents are production-ready and, once deployed, that they deliver consistently accurate and relevant responses.

Topics include:

  • The evolution of CX assurance tools for AI-powered CX
  • Tool adoption for pre-deployment validation and post-deployment real-time monitoring
  • Types of tools in use, and what’s driving the vendor decisions
  • How companies are measuring success
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3Q26 CX MetriCast Forecast & Market Shares

3Q market share updates across CCaaS, on-prem contact center platforms, CPaaS, and CRM.

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3Q26 WC MetriCast Forecast & Market Shares

3Q market share updates across on-prem PBX and eSBCs.

*Topics and timelines subject to change.

Explore Our Complimentary Content

Learn more about our research by browsing our selection of complementary content.

Browse a Host of Complementary Research and Resources from our Team:

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What’s the news?

January 20, 2026 – Crestron announced two new products for video meeting rooms. The first, Collab Compute, is a room controller running Windows OS that provides support for Microsoft Teams Rooms or Zoom Room configurations.  The controller allows organizations to custom configure rooms with appropriate cameras, control panels, microphones, and screens; all connected to the Collab Compute device. Collab Compute is available in two models, the 110 featuring a 14-core processor and 4 AI performance cores with a list price of $1,920, and the 120 featuring 16 cores and 6 AI cores with a list price of $2,760.

The second announcement is the 80 Series Touch Screen for room control and room scheduling. The device runs Microsoft Device Ecosystems Platform (MDEP) to support Microsoft control and security features. The 80 Series Touch Screen will be available in Q2-2026 (pricing not disclosed). Both the Collab Compute and 80 Series Touch Screen are manageable by Crestron’s XiO Cloud provisioning, monitoring, and management platform.

What’s the news?

January 20, 2026 – Neat announced native support for Google Meet on Neat Bar Gen 2 and Neat Bar Pro video conferencing devices. Neat plans to add support for Neat Board 32, Neat Board 50, and Neat Board Pro touch screen devices later this year.

The Workplace Collaboration MetriCast 2025 study for calling and collaboration platforms shows the continued movement from on-premises infrastructure to UCaaS, defined as multitenant, cloud-based UC and telephony services. UCaaS provides businesses with more flexibility and access to the latest features and capabilities. Businesses have a few choices for their phone architecture and, given that the migration to UCaaS is rarely a 100% cutover on day one, some companies utilize more than one platform type. In our study, 32.7% of respondents indicated utilizing multiple phone system types, including UCaaS. Today, 58.6% of businesses are utilizing just UCaaS.

This report provides in-depth details on UCaaS spending, market share and forecast, and vendor selection, along with segmentation by size and global region. Highlights of the study include the following:

The Workplace Collaboration MetriCast 2025 market study shows continued decline for on-premises PBXs. For features beyond calling, businesses now typically bolt on collaboration services such as meetings and messaging from the cloud, while some continue to utilize legacy on-premises conferencing and collaboration applications. As with declining markets, the on-prem PBX business has collapsed to just a few vendors. In order of share, Cisco, Mitel, Avaya, Alcatel Lucent Enterprise (ALE), and NEC hold the bulk of the market. A few other vendors and open-source options comprise the remaining business. Of the five with on-prem PBXs, only Cisco and ALE have their own UCaaS offerings, placing them in a unique position of having the potential to keep those calling customers on their own platforms as they migrate to cloud.

This report provides in-depth details on dedicated PBX spending, market shares, market size and forecast, and vendor selection, along with segmentation by size and global region. Highlights of the study include the following: