How an integration with Power BI makes data accessible & digestible for risk managers

Risk Leadership Network

By integrating the data visualisation capabilities of Power BI into the Publish Interactive platform, Risk Leadership Network has created a suite of benchmarking dashboards and a more compelling membership proposition.

Risk Leadership Network

Risk Leadership Network is a global corporate membership network for risk leaders and their teams. They enable practical knowledge sharing and collaboration between peers, which empowers risk leaders to drive progressive risk management in their organisations.

Business intelligence and data visualisation in one place

A Risk Manager deals with the analysis, assessment, and control of risk. To do their job effectively, they need up-to-date information for benchmarking and developing new approaches to risk management.

However, gathering this information is a time-consuming manual job. A Risk Manager can spend hours poring over reports, disclosures, and other documents.

Risk Leadership Network wanted to use technology to help members save time gathering the required intelligence. They needed help developing and integrating data-led benchmarking tools using Power BI within their instance of the Publish Interactive system.

Members can currently access three dashboards depending on their subscription package. These collate information that would otherwise take members a long time to put together and present it in an accessible, easy-to-understand format. Members can then use Power BI tools to scan relevant data or drill down further into the detail.

A Power BI exhibit in Risk Leadership Network’s Publish Interactive-powered Intelligence Platform

Tangible Member Benefits

Tom Byford is Head of Product at Risk Leadership Network. He says having data tools on the same system as intelligence and analysis creates a better user experience for the organisation and its members.

“At the front-end, it’s very usable for our members. In the back-end, it’s very easy for us to administer and create iterations of tools.” It’s also a fairly easy concept to market, as most risk managers can see how the tools will fit into their day-to-day work and where it will save them time.

The new dashboards have also created a more compelling membership proposition. One of the challenges for the organisation is that its core concept is networking, which can be a difficult sell. “As a concept, it’s not very tangible, which can make it challenging for people to justify funding,” Tom explains.

“If you can present to your superiors that as part of this package you get access to tools that will save time and money, it’s a far more tangible benefit. Although it’s a relatively small part of what we do, in terms of the pitch, it adds an element that makes it easier for people to justify membership.”

Feedback from members has so far been positive. They’ve generally felt that the tools are an accessible way of seeing the information and that the platform is intuitive to use. “Although we could have presented it in a different way, I don’t think we could have made it as easy to use and navigate in Power BI,” adds Tom.

“I’m not sure we could deliver it in such a seamless way as Publish Interactive does. What they have done well in our experience is made it painless for the end-user to set up.”

Tom Byford
Tom Byford
Head of Product
Risk Leadership Network

Making the business case

Tom recommends first building a prototype in Power BI to gather customer feedback and make a business case. “It’s really easy – a couple of hours work or so – to build a prototype in Power BI using dummy data (or some real, some dummy), and you should be able to see very quickly if the product has value once you’ve done a couple of demos.”

The ease of use from both the user’s perspective and the data provider’s makes this “very compelling”, adds Tom. “Having that relatively pain-free experience of delivering quite a complex tech-based product is rare, and I’ve been really impressed by how easy Publish Interactive has made it.”

He says building the tools within the Publish Interactive system was simpler and more cost-effective than developing their own Power BI solution.

“I’m not sure we could deliver it in such a seamless way as Publish Interactive does. What they’ve done is impressive. Putting together your own Power BI solution is possible but complex. What Publish Interactive has done well in our experience is made it painless for the end-user to set up.”

Watch Tom run through a short demo of Risk Leadership Network’s Power BI-powered TCFD Comparison Tool here.

Tags

  • Content Management
  • Delivering Data
  • Integrations

How B2B publishers use software integrations to enhance customer experience

Integrations are essential for B2B publishers wanting to deliver information to their subscribers in a timely, coherent manner.

How do we define integration? Fundamentally, it is the process of bringing together two pieces of software into a single, holistic system to solve issues with siloed data and isolated platforms.

It is a process present in almost all digital platforms, websites, and applications – and the world of B2B publishing is, of course, no exception.

For publishers, the rewards associated with 3rd party (often SaaS) integrations include richer engagement and simpler interactions with subscribers, a seamless user journey between platforms and the streamlining of authoring, editorial and commercial processes. Essentially, it is a process designed to enhance the quality and usability of a publisher’s digital offering and make life easier for both the publisher and their subscribers.

But in practice, what integrations can B2B publishers implement and in what ways can these enrich the customer experience and meet business goals?

Phased approach

The simplest, quickest, and most cost-effective form of integration is the addition of a link or button that connects a publisher’s marketing website to their research library and gives customers access to the informative content, intuitive workflow tools and interactive features available in their portal.

The flexibility of integration affords the option of quickly launching a content portal with a simple integration. Later, connections with the marketing website can be deepened as business conditions permit.

These deeper connections include integrations with CRM systems, eCommerce plugins, analytics dashboards, and marketing automation software, which, if done right, will work together to create a frictionless, seamless reading experience for the end-user and an intuitive administrative process for the publisher.

Mark Chadwick, Product Manager at Publish Interactive elaborates, “Integrations help to remove time-consuming manual tasks that often cause a delay in users getting the information they need. For example, an integration that automatically applies a license to a report or subscription as the customer makes a purchase means the customer can access the data and insights straight away. Or, if usage data is integrated into a CRM account, managers can understand a customer’s engagement level, without having to look elsewhere”.

One customer that successfully integrated its CRM system with Publish Interactive is Everest Group. The IT and engineering services research firm seamlessly integrates with Salesforce to ensure individual users were provided with relevant content access in an efficient manner.

Open, easily navigable content

Implementing a cohesive suite of software integrations also provides a flexible content delivery framework for both the end-user and the publisher.

For example, deeper integration between the marketing and content delivery platforms enables users to search for content on either site. Depending on the publisher requirements, the search functionality can then either direct users to product landing pages on their content portal or to product pages on their website. Metadata for individual products can be stored on a secured content platform and extracted with an API to populate product pages on an SEO-optimised marketing website.

“Integrations help to remove time-consuming manual tasks that often cause a delay in users getting the information they need.”

Mark Chadwick

Product Owner at Publish Interactive

Publishers can also provide access to their research library without the need for registration. Gated, premium content can be created and uploaded within a framework for those without a subscription so prospective customers can understand the depth and complexity of the publisher’s offering. This open site model gives publishers two options: allow new users to search first then ask for registration once they have found relevant content available for purchase or take prospective customers to their registration page prior to enabling search.

If CRM or eCommerce systems are integrated into this process, the user journey from an initial website visit with limited access to ‘freemium’ content to a fully-fledged subscriber should be a seamless one without the need for either sales personnel or account managers to manually grant access to these new users.

This flexibility creates fluidity between these integrated platforms, allowing publishers to test different content delivery processes and decide on the most suitable one for their business needs.

SSO access

As users move between these two interconnected platforms, there must be an integrated, unified identification tool ensuring users are securely and seamlessly travelling between the two sites.

Single sign-on (SSO) is a user authentication service that enables customers to access related, yet still independent web applications using just one set of login credentials and allows for frictionless navigation across an organisation’s digital offering. If a publisher has more than one website, or already uses a CRM system as the single point of customer truth, then SSO is recommended.

Tom Gibbs, Director of Operations at Publish Interactive expands on this point: “SSO ensures ease of access, whilst Publish Interactive’s extensive suite of APIs allow publishers to create, manage, market and provision content through specialist CRMs, marketing automation platforms and CMS”.

The key benefits of integration:

  • Branding continuity across all online assets
  • Cross and upsell opportunities within the platform
  • A seamless user journey across websites
  • A platform for premium content
  • Quick and simple functionality for new content
  • Offers a phased development approach

Examples of Publish Interactive’s API integrations

INTEGRATION WITHOBJECTIVE
ILLUSTRATIVE BENEFITSEXAMPLE 3RD PARTY INTEGRATION
EDITORIAL & RESEARCH
Survey dataDisplay survey data & charts alongside textual analysis.Diversify content offeringMarketsight
Content Management SystemEasily manage, access, & publish web-based content.Streamline the authoring, production and editorial workflowKentico
MANAGEMENT/IT
Login systemsProvide a seamless user journey between different platforms.Enhance the user experienceOkta
Analytics DashboardsTrack content usage.Understand subscriber usage
Data-driven planning of future publications
Google Analytics
MARKETING & SALES
eCommerceAllow customers to make purchases of reports or datasets without having to contact a salesperson or account manager.Increase new business opportunitiesWordpress
CRM systemEnable sales & account management teams to manage customer access.Manage subscriber licensing
Work on upsell / cross sell opportunities
Hubspot
Salesforce
MarketingAutomate marketing operations & connect with existing marketing site.Promote published content
Drive new business opportunities
Marketo

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

Everest Group publishes more than 300 new pieces of content every year using Publish Interactive’s cloud-based content solution

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…

Tags

  • Content Licensing
  • Integrations
  • Personalisation

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