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

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…

How WSL Strategic Retail uses SaaS technology to keep its How America Shops research at the cutting edge

WSL Strategic Retail is a specialist information provider that helps retailers reach their target markets. Using survey data, it develops insights and solutions to help businesses understand shoppers’ desires and behaviours.

Data and insights from WSL Strategic Retail are eagerly sought-after across the retail sector, but the custom-built database it used to house its information and act as a content library was outdated.

‘People couldn’t find what they were looking for…’

Thanks to a partnership with Publish Interactive, a SaaS technology provider for the research sector, WSL Strategic Retail has been able to equip itself for the digital age.

“Search is really important,” says Maryann Javier, Visual Brand Manager with WSL Strategic Retail. “With the custom-built system, people couldn’t find what they needed. Using Publish Interactive is a much better way to find and share content.”

WSL Strategic Retail uses Publish Interactive’s smart content management and publishing system to improve the value it offers customers. The full suite of its How America Shops research is around 40 pieces of content annually to which subscribers need quick and easy access.

“Not only can subscribers now easily locate information”, says Maryann, “the smart workflow tools built into WSL’s content library help them to easily re-use the data and find insights quickly.”

“Our clients are using the new library really well. They can find everything they need,” adds Maryann. “This gets noticed by others. They see content they don’t yet own and can buy it. The system is good at exposing people to new reports.”

Low maintenance technology

The ability to provide customers with high-quality search is critical to the development of WSL. Like other businesses of a similar size, however, it found maintaining a high-quality digital service in-house would prove both costly and time-consuming.

“We were quoting with developers to renovate the existing system we had, but technology moves so quickly, we realised we’d need constant upgrades if we continued to develop our own product,” says Maryann.

“Publish Interactive is serviced software, so it’s continually being upgraded by its own team of developers. That’s was perfect situation for us, as we’re a small team with no developers in-house. We get cutting-edge technology to delight our customers, without the hassle of managing it.”

Developing integrations

The next phase of WSL’s development will see it increase the value it offers subscribers by enabling them with greater survey data visualisation and analytics tools.

Functionality made available through Publish Interactive’s integration with MarketSight, will empower WSL’s subscribers to combine data, create their own insights, and embed visualisations into bespoke reports in a way that wasn’t previously possible.

“The reports we publish have all the data cleaned up and converted into totals, rather than spilt out by all demographics or retailers,” adds Maryann. “Our customers know we have that deeper level of data and often ask us to supply it to them.”

“In the future, they won’t have to ask. They’ll simply be able to access that data and visualise it quickly and easily themselves.”

How Edify Digital Media uses Publish Interactive’s analytics to refine its offering and drive sales leads

theSauerReport is the world’s leading authority on hides and skin prices. Since 1985 it has provided daily raw material prices to its customers alongside market trends and information on the leather industry.

On acquiring it, publisher Edify Digital Media knew it had a great product but how would it properly equip the report for the digital age?

The report ran on a basic website with an outdated design. A daily update was emailed to subscribers, but it wasn’t protected by a login. Premium information was easily forwarded to non-subscribers. Equally, there was no incentive to visit the website and no way to measure user stats.

Edify Digital Media needed to ensure customers could access the information in the simplest way possible and enable a business model based on the provision of smart digital access to its highly valuable content.

Partnering with Publish Interactive enabled Edify Digital Media to make use of its smart content management and publishing system to power the new website it would create for theSauerReport.

‘Commercially, analytics is the most useful feature…’

Edify Digital Media’s update of its online portal ensured subscribers would benefit from useful new features and functions, while also enabling it to attract new customers and, for the first time, understand how its content is used.

“On the commercial side, analytics is the most useful feature,” says Maria Wallace, co-founder of Edify Digital Media. “I particularly like the email alerts that come directly through to me to say someone has looked at a certain report marketing page which can then be passed to the sales team to follow up”.

“As publishers, user analytics is valuable as it provides us with information relating to what content is of most interest (so we can produce more) and with warm sales leads for possible subscription upgrades or new business opportunities.”

“Through the site,” she adds. “we’re able to monitor the number of overall reports accessed – as well as analytics on specific reports – helping us to remain focused on the content of most interest to our subscribers.”

Enhancing the customer experience

In addition to helping Edify Digital Media understand more about its customers and their use of content, the move onto the Publish Interactive platform enabled Edify Digital Media to broaden the range of content it offers to subscribers. It has added a Knowledge Centre and a section for in-depth reports.

“Besides being quicker and easier to use, the new system offers subscribers a number of useful features such as the download and custom report feature, advanced search functionality and, through Dataviewer, the ability to interact with data sets,” adds Maria.

“Content is created directly within the platform, which saves us time and is convenient,” Maria adds.

“Only those with a login can access content, which helps protect our subscription business model. We can also license individual reports or report groups, which provides greater flexibility when it comes to selling.”

In addition, Maria says, Edify Digital Media can publish content in ‘private mode’, enabling it to offer a consultancy service for individual customers alongside the tiered subscription model it uses to manage access to its principal content.

Evolving the business model

Edify Digital Media now has around 800 stored reports and creates around 265 new pieces of content each year. Easy access to this content and its suite of user-friendly workflow tools help keep renewal rates high and subscribers happy with the service.

A recent customer survey found that 80% of subscribers make use of the quick search feature to access content they need from across theSauerReport in the shortest possible time.

As the business grows, adds Maria, as do the commercial opportunities within the platform. Rather than simply offering theSauerReport, the opportunity exists to evolve into a ‘report store’ where users can search and access reports by different industry sectors.

Publish Interactive awarded its third US patent

Publish Interactive was recently awarded its third US patent covering technology we have created as part of the ongoing development of our iReports platform.

Naturally, we’re delighted about the award that came through in the early part of the year. It stands as recognition of all the hard work put in by our development team and demonstrates our absolute commitment to maintaining iReports as the market intelligence community’s leading solution for the distribution and management of research insights, analysis, data, and news.

The fact that we now have three patents shows we had a good initial idea and, in the intervening years since that was recognised through a first patent award, we haven’t rested on our laurels. In fact, we’ve ramped up the innovation and, as a result, gained two further awards.

As we provide our customers with systems and features that are wholly unique, we need patents to protect not only those innovations, but to safeguard our ability to continue pushing forward with newer and newer technology for the future.

A patent, for us, protects our investment in the next few years of development. It helps set the programme for the years to come and helps lay the foundations for the array of new and exciting technology we’ll be able to offer our customers.

Our first patent award covered the integration of different data types used in market intelligence; how disparate sets of information could be brought together into one document to enable a unified workflow. The second covered a technical solution for easily allotting and commercialising analysts’ time, enabling an agency where enquires to the analyst are charged for.

Our latest award really shows how the nature of the market intelligence world is moving because it relates to ‘evergreen’ content – that’s products compiled from multiple sources that automatically updates when the underlying elements on which it is based moves.

The interesting thing about our patents is how they reflect our ramping up of innovation. Patent applications are made once a development is under way, but during the application process the innovation doesn’t stop, technology is developed further. It’s made increasingly sophisticated so when it’s introduced into customer systems, it adds a wholly new level of functionality to their product.

Market intelligence firms use our product for two principal reasons: they want access to the most sophisticated and intuitive technology available, in the knowledge that this technology will remain at the cutting edge through our constant innovation; or, they understand that it is much better value to license the leading platform, rather than try to keep up with the escalating costs of meeting increasingly sophisticated user expectations if they develop their own platform.

For customers, the fact that we’re constantly making this investment in the future should be endlessly reassuring: this means we’re developing creative technical solutions to real world problems and continuously innovating our product so that it works in a simple, intuitive way.

If the next 12 years are anything like the dozen that have just passed, we’ll continue to build on our legacy of innovation and look forward to many more exciting developments in the years to come.