The 5 phases needed to launch an industry-leading research delivery platform

While no two research portals are the same, every Publish Interactive project moves through 5 phases, refined during our 20 years in business working with leading market analysis publishers.

A Tried and Tested Process

Launching a new subscriber portal can be a daunting prospect – especially if you try to tackle the whole project internally.

By enlisting the help of Content Catalyst and our flagship content delivery product, Publish Interactive, it doesn’t matter if you don’t know your DNS from your metadata. Our Customer Success team will support you as you work through our 5-phase launch process, from the initial technical setup to system roll-out.

5 phases for launching an industry leading-research portal: 

  1. Technical set up
  2. Site-wide look and feel
  3. Content upload
  4. Set up accounts and users
  5. System roll-out

1. Technical Set-Up

Phase 1 is all about getting the technical bits correct from the outset. As a warning, this is not the most exciting or creative part of the launch process, but it is vital for ensuring your site is hosted and set up correctly.

Setup includes configuring the basic settings, deciding on your domain and setting up your email delivery systems following best practices. As part of your Publish Interactive licence, you also receive full access to the cloud-based email delivery platform, Sendgrid.

We also set up the production environment where your new research portal is hosted and developed. As these basic settings are deployed, you will start forming a picture of where your new research portal fits within your technical ecosystem, including integrations with other business-critical systems. Our professional services team will then work with you to decide on the best implementation method and consider any obstacles to deployment.

2. Site-Wide Look and Feel

Once you have implemented your portal’s technical foundations, the next aspect is to configure the look and feel of your research platform to ensure consistency with your company’s branding.

Beyond the site’s branding, colour scheme and fonts, your platform offers customisable options to reflect your brand identity and provide each of your customer accounts with an experience catered to them, including:

  • Homepage tabs (outlined by a dashed line in the below image)
  • Custom homepage banner (solid line in the below image)
  • Custom category landing pages
  • Export templates

3. Content Upload

The most important part of this phase is setting up your Category Tree. Categories and tags are how the system groups your content. It’s worth spending time getting this right to ensure your content is organised in a way that makes sense to your subscribers. Our in-house content experts will work with your analyst/research teams to optimise your taxonomy to ensure it is user-friendly and content is easily discoverable.

With your categories and tags all set, we can add your analysts and prep your back catalogue for upload. Don’t worry; we won’t ask you to upload one report at a time. Together we’ll agree on the best way to transfer your content using APIs or our bulk upload tool.

4. Set Up Accounts and Users

By this stage, your site will look and feel like it belongs to your organisation. Your category landing pages will now contain promoted reports and all content will be discoverable via the platform’s powerful search functionality and intuitive system of categories and tags.

Now, you can finalise your licensing structure and transfer existing customers onto your new system with their pre-existing subscription plans still applicable. Often, this process is automated using integrations with your chosen CRM system that holds all your licensing data, such as Hubspot, Salesforce, or MS Dynamics.

At this point, you will also decide whether your site is open or closed. Open means anyone can browse your site, even if visitors do not have access to your research content. Closed sites are protected by a user authentication system meaning the site visitor must have a subscription and login details.

5. System Rollout

How long it takes to get to the launch stage depends on the size and complexity of your development. On average, it takes publishers 2-3 months from set up to launch, although some organisations achieve it in less time.

Delta-EE, a leading energy consulting firm, launched its upgraded research portal ahead of schedule. Commenting on the launch, Jennifer Aran, Head of Products at Delta-EE, said, “we wanted to provide a better user experience for our clients and Publish Interactive has provided the simplicity and flexibility we needed to do that. The team has been helpful throughout the onboarding process, and we even managed to launch ahead of schedule thanks to their support”.

How we support publishers during the launch process

Throughout your launch process, you will have weekly catch-ups with our experienced in-house Launch Manager, who will help to guide and advise you on your launch.

We also offer a Premier Support Package during the launch phase that includes training for your team, priority and custom development, and regular catch-ups with our CTO, who will advise on big-picture technical concerns.

Contact us if you’d like to know more about the Publish Interactive platform or for more information on the launch process.

Video content: 5 actionable use cases for modern market analysis providers

With more people than ever consuming video online, B2B market research publishers can no longer afford to ignore this valuable content and subscriber engagement tool.

Online video consumption has doubled

It’s estimated that consumption of online video has almost doubled since 2018. The pandemic fuelled rapid growth in all digital trends, with 96 per cent of consumers saying it increased the amount of video they consumed online.

People watch an average of 19 hours of online video per week and are twice as likely to share video content. 96 per cent of people have watched an explainer video to learn more about a product or service.

There’s no doubt that video is a medium that publishers of market research and analysis can no longer ignore. Video is an interactive and immersive way of sharing information, and researchers believe it also improves our ability to retain and recall information.

Vimeo Report
An embedded video exhibit in the Publish Interactive platform

Here are five ways market research publishers can use video to deliver content and engage subscribers:

1. Report Summaries

A report summary is your chance to sell the unique benefits of a new report or series of reports. It’s also an opportunity to reinforce the relationship between subscribers and analysts.

Video increases subscribers’ engagement with content and showcases your team’s personality and expertise. Research shows that a massive 88 per cent of people have been convinced to buy a product or service by watching a brand’s video, highlighting the opportunity market analysis publishers have to follow suit and see significant commercial rewards.

2. Live and Pre-Recorded Webinars

Support the launch of your new report or explore a hot topic via live or pre-recorded webinars. Make time after your webinar for a Q&A session, as this is the most attractive part of a live webinar, according to 92 per cent of webinar attendees.

Use Q&As to address questions and inform participants of related products and services. Then, follow up with a recording of your session to attendees and offer the chance to book time with an analyst.

The ideal length for a webinar is between 30 and 45 minutes. Embed live and pre-recorded webinars directly into reports or on a separate webinar marketing page.

3. Break up Text-Heavy Reports

Breaking up your reports with short videos could increase engagement with your content. Use video to support essential points, explain data exhibits, or provide supporting analysis.

In 2022, 82 per cent of marketers said video helped them to increase dwell time – a metric that indicates how long someone spends on a webpage before heading back to search results. Combined with time on page, it can demonstrate how engaged a visitor is with your content.

4. Bitesize Emailable Updates

Short-form content up to two minutes long can help to engage subscribers between report releases. Provide topic updates, analysis, opinion, or new data points that direct subscribers to your website or encourages them to book time with an analyst.

Short-form video is well-suited for distribution via social media or email. Sales teams that use videos in their emails get a 16% higher open rate and a 26% increase in replies.

5. Personalised Videos

Personalised videos are 35% more likely to retain viewers than non-personalised videos. By tailoring videos to the interests of subscribers based on usage data, you could increase readership and subscriber retention.

Publishing technology such as Publish Interactive provides usage stats based on individual subscribers and accounts. Analyse the most popular topics, keywords, and reports for personalised video inspiration.

Unlock the full value of content with video

Video provides a more interactive and immersive learning experience and can therefore increase subscriber engagement. Video also showcases the expertise of your analysts and can deepen their relationship with subscribers, which smooths the path to renewals.

Publish Interactive customers can directly embed summary videos, webinars, and analyst commentary into research reports using the recently released Vimeo integration.

Use video to unlock the full value of your market analysis content today.

Introducing the new integration transforming video delivery on the Publish Interactive platform

Market Analysis is Changing

We spend a lot of time working with publishers of market analysis. That means we get to see first-hand how market analysis content is changing and the trends emerging across publishers’ content portfolios.

And one trend we couldn’t ignore is the exploding popularity of video content.

So, we decided to build an integration with leading video hosting provider Vimeo, meaning our publishing partners can now deliver highly secure, insightful video content within textual reports and alongside data exhibits.

Previously, customers could upload video content to the Publish Interactive platform, but this was delivered as a simple iFrame. This meant video files had to sit separately from other content – video content could only be delivered to end-users as standalone products, so couldn’t support and embellish textual analysis, which is where its true value lies.

Now, publishers can seamlessly add summary videos, webinars, analyst commentary, and much more directly into research reports, which will help to diversify publishers’ content portfolios, enhance engagement levels, and unlock the value of their market analysis content.

For more ideas on incorporating video content into your market analysis portfolio, take a look at our recent article.

Vimeo Report
An embedded video exhibit in the Publish Interactive platform

Additional benefits of this integration include:

  • Vimeo is a highly secure delivery method. You can lock files by domain and ensure high-value video links aren’t shared with unlicensed users or distributed on other video-sharing sites.
  • Video content is discoverable and actionable as it is compatible with in-platform workflow tools such as clippings and search. End-users can now find the exact information they need across textual and data content and within video analysis.
  • Publish Interactive’s analytics system is also compatible with video files, meaning you can understand subscriber usage with comprehensive video analytics.

This development follows in the footsteps of our recent integration with data visualisation tool Power BI, which allows customers to deliver Power BI data exhibits within their reports as well as standalone Power BI-powered dashboards.

Power BI has been hugely popular with our customer base, so the development of further integrations was essential to ensure our customers’ content is ahead of the competition and at the forefront of market analysis content trends.

Video integration prices start at just £25 per month. If you would like this integration turned on, please get in touch or contact your account manager.

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