CASE STUDY
How 40Q merged Everest Group’s reports portal and marketing website into a single, personalized WordPress experience powered by Salesforce integration.
As a leading research firm, Everest Group’s digital infrastructure wasn’t matching their industry leadership—creating friction for users and the internal team alike.
These challenges weren’t just technical, they limited Everest’s ability to deliver personalized experiences, leverage client intelligence, and operate efficiently as a unified organization.
40Q partnered with Everest Group on an 11-month transformation, executed in two strategic phases.
We migrated Everest’s entire research library from their legacy system, including all reports, taxonomy, user accounts, preferences, and subscription history, into a new WordPress environment.
We rebuilt the reports portal with Elasticsearch-powered personalized search, and a Salesforce-managed taxonomy that lets the team tag users based on their behavior.
We migrated Everest’s membership and subscription data, rebuilding the access control system in WordPress. Members now have personalized access to research based on their subscription tier, with entitlements managed through Salesforce.
We migrated the full marketing website, pages, content, media assets, into the same WordPress instance, consolidating years of marketing content into the unified platform.
With both systems merged, users now move seamlessly between research and marketing content in a single authenticated session. Every interaction feeds back to Salesforce, giving Everest complete visibility into client engagement.
The unified platform delivers capabilities that were impossible with fragmented systems—turning user behavior into actionable insights.
Users now access research reports, marketing content, events, and membership tools from a single authenticated platform.
WordPress taxonomy is managed directly in Salesforce, allowing the Everest team to tag users based on their behavior on the site. Data flows both ways, keeping both systems synchronized in real-time.
Users see research recommendations, event invitations, and membership offers tailored to their interests and engagement history.
Implemented with Auth0, SSO serves both the Everest internal team and their clients. Team members access administrative tools while clients access their research subscriptions, all through secure, unified authentication.
Powered by Elasticsearch, results are personalized based on user preferences, past behavior, and subscription level.
With Cloudinary as the DAM backbone, Everest can efficiently manage and deliver the thousands of research documents, images, and media assets that power their business.
“In my career, I have never worked with a better partner than 40Q. I don’t even want to call them vendors — they are true partners. They consistently go above and beyond, delivering exceptional technical solutions while deeply understanding our business goals. Working with 40Q has been one of the most positive experiences of my career.”
Sr. VP, Business Operations & Technology, Everest Group
Everest Group now operates with one platform, complete user intelligence, and Salesforce as the single source of truth. Let’s discuss how we can do the same for you.
