Unified User Experience
Users now access research reports, marketing content, events, and membership tools from a single authenticated platform.
CASE STUDY
Unifying Research & Marketing into One Intelligent Platform
How 40Q merged Everest Group’s reports portal and marketing website into a single, personalized WordPress experience powered by Salesforce integration.
Project overview
Built for Intelligence at Scale
The unified platform delivers capabilities that were impossible with fragmented systems, turning user behavior into actionable insights.
Real-Time Salesforce Sync
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.
Personalization Campaign System
Users see research recommendations, event invitations, and membership offers tailored to their interests and engagement history.
Enterprise Single Sign-On
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.
Intelligent Search with Elasticsearch
Powered by Elasticsearch, results are personalized based on user preferences, past behavior, and subscription level.
Digital Asset Management
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.
Business Impact
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.
The problem
Fragmented Systems, Disconnected Experience
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.
Siloed Platforms
Everest operated a third-party reports portal separate from their WordPress marketing site. Users navigated between disconnected systems just to access research and company information.
Limited User Intelligence
With users split across platforms, Everest couldn’t leverage behavioral data to personalize experiences. Valuable insights about user interests went unused.
Dual Content Management
The internal team managed content in two separate systems, doubling effort, fragmenting workflows, and limiting their ability to move quickly.
Disconnected Sales Intelligence
Marketing engagement happened in a vacuum. The sales team in Salesforce had no visibility into how prospects interacted with the website before becoming clients.
The solution
The Solution
40Q partnered with Everest Group on an 11-month transformation, executed in two strategic phases.
Thousands of reports and years of user data
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.
Thousands of reports and years of user data
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.
Ready to Transform Your Digital Platform?
Everest Group now operates with one platform, complete user intelligence, and Salesforce as the single source of truth. If your portal and your site run apart, we can show you how they come together.