How an integration with Publish Interactive helps Everest Group manage access rights

  • October 11th, 2018

Everest Group is a consulting and research firm that advises clients on global services. Its portfolio contains over 2,000 pieces of digital content.

With users numbering in the tens of thousands, managing access rights to such a large content set was complicated, particularly as Everest Group’s homegrown content management system had inherent complexities.

Market Research publishing platform

To support its growing membership base – and ensure they were always able to make use of the best available research technology – Everest Group forged a partnership to use Publish Interactive’s smart content management and publishing system.

Now, Everest Group publishes more than 300 new pieces of content every year via Publish Interactive’s cloud-based content solution. It also provides members with seamless access to its content library, where they can quickly and easily search, save, and share relevant content.

“Using Publish Interactive has significantly improved many of our processes,” says Patricia Blair of Everest Group. “We’re able to move faster, reports are easier to publish, content and memberships are easier to manage. It’s a great improvement on the system we used before.”

Integrating systems

For any publisher, it can be difficult to know how to use technology to seamlessly grant access to its users and account holders – and it’s just as tough to keep records of what individuals and organisations are entitled to access.

Everest Group uses Salesforce as its CRM platform, so it was critical that Salesforce integrated with Publish Interactive’s content management system.

When Everest Group started using Publish Interactive, it needed a way to ensure individual users were provided with relevant content access in an efficient manner. The answer lay in a technical integration between Everest Group’s Salesforce instance and Publish Interactive.

Establishing access rights

The seamless nature of this integration ensures that employees working for an Everest Group membership client can access all the content to which they’re entitled, without Everest Group having to conduct multiple manual processes.

As more content is added to a research offering, member accounts can immediately access the new information, gaining instant value from their membership.

The integration also helps differentiate the access rights granted to individuals with memberships, those who purchase individual reports online, and those who simply access complementary content.

In short, the integration makes everyone’s life just a little bit simpler…

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