Boris Evelson

Vice President, Principal Analyst serving Application Development & Delivery PROFESSIONALS

Boris serves the Application Development & Delivery role. He is a leading expert in business intelligence (BI) — a set of processes, methodologies, and technologies used to transform raw data into meaningful, useful, and action-oriented enterprise information. Boris delivers strategic guidance, helping enterprises define BI strategies, governance, and architectures and identify vendors and technologies that help them put information to use in business processes and end user experiences.

Boris' current research focuses on the practical and actionable best practices for building BI infrastructure and applications, such as BI business cases, architectural options, organizational structures, and vendor selection. Boris continues to explore emerging trends in next-generation BI, such as agile BI architecture and development approaches, in-memory analytics, advanced data visualization, convergence of structured data and unstructured content analytics, process-driven and operational BI, and many others.

Previous Work Experience

Boris has more than 30 years of experience with enterprise software and applications implementation, management consulting, and strategic advisory skills. Most recently, Boris was a managing partner at Textra, a boutique strategic advisory firm serving all IT constituents: users, vendors, and investors. Boris cofounded Textra after spending several years as a VP and a strategic technology advisor at JPMorgan/LabMorgan, where he led many successful internal BI initiatives, advising the bank's large enterprise software clients on enterprise adoption issues and product and marketing strategies. Prior to JPMorgan, Boris served as a senior manager of data warehousing and customer relationship management (CRM) practices at PricewaterhouseCoopers. Boris started his career at Citibank, where, among many other successful projects, he implemented the bank's first global credit risk data warehouse.


Education

Boris holds a degree in music education from Moscow Gnessin School Of Music, Russia.

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47 results in Everything

  • Marketing Methods
  • Customer Insights
  • For Customer Insights Professionals

    Report:Drive Smarter Customer Loyalty With Customer Intelligence

    Executive Overview: The Customer Loyalty Playbook

    Customer loyalty is a hot topic. Companies look to loyalty programs to enhance customer knowledge and drive customer retention, revenue, and engagement. But, while they see the potential of loyalty...

    • Downloads: 527
    • Rating:
  • For Customer Insights Professionals

    Report:Buyers Want Expertise From Attribution Providers

    Benchmarking: Measure Marketing Performance

    During the recent Forrester Wave™ evaluation of cross-channel attribution providers, we surveyed 34 customers about their cross-channel attribution efforts and their vendor partnerships....

    • Downloads: 155
  • For Customer Insights Professionals

    Report:Cross-Channel Attribution Puts The Science In Marketing Measurement

    Executive Overview: The Cross-Channel Attribution Playbook

    Traditional campaign measurement focuses on simple, one-sided metrics, often giving credit to the last interaction an organization had with a customer and delivering an incomplete view of marketing...

    • Downloads: 346
    • Rating:
  • For Customer Insights Professionals

    Charts & Figures:Loyalty Programs Set Their Sights On Improving Retention, Revenue, And Engagement

    Findings From Forrester's Q3 2011 Survey Of Loyalty Program Marketers

  • For Customer Insights Professionals

    Report:Culture, Data, And Technology Are Key Ingredients For Measurement Success

    Strategic Plan: The Cross-Channel Attribution Playbook

    A key piece in cross-channel attribution is developing a strategy that outlines where the organization needs to progress to achieve attribution nirvana. To be successful at cross-channel attribution,...

    • Downloads: 167
    • Rating:
  • For Customer Insights Professionals

    Report:The Forrester Wave™: Cross-Channel Attribution Providers, Q2 2012

    Visual IQ Surfaces At The Top Of A Relatively Immature Market

    In Forrester's 67-criteria evaluation of cross-channel attribution vendors, we found that Visual IQ led the pack because of its expertise in cross-channel attribution methodology, reporting, and...

    • Downloads: 663
    • Comments: 1
    • Rating:
  • For Customer Insights Professionals

    Report:Emerging Trends In Customer Loyalty

    As the demand for customer loyalty increases, loyalty marketers and customer intelligence (CI) professionals must take steps to differentiate their loyalty programs from "me-too" efforts in the...

    • Downloads: 1457
  • For Customer Insights Professionals

    Report:TechRadar™ For Customer Intelligence Professionals: Customer Loyalty Programs, Q1 2013

    Business Case: The Customer Loyalty Playbook

    Loyalty technologies play a central role in the execution and differentiation of customer loyalty programs and, more specifically, in driving consumer participation in a program across channels...

    • Downloads: 374
    • Rating:
  • For Customer Insights Professionals

    Report:Are You Ready For Cross-Channel Attribution?

    Assessment: The Cross-Channel Attribution Playbook

    Cross-channel attribution is a complex, advanced measurement approach, allowing marketers to uncover the true impact of their marketing campaigns across channels. To get it right, organizations must...

    • Downloads: 322
  • For Customer Insights Professionals

    The Customer Loyalty Playbook

    Drive Smarter Customer Loyalty With Customer Intelligence

    Customer loyalty is a hot topic. Companies look to loyalty programs to enhance customer knowledge and drive customer retention, revenue, and engagement. But, while they see the potential of loyalty...

    • For Customer Insights Professionals

      Tool:The Intelligent Customer Loyalty Maturity Assessment

    • For Customer Insights Professionals

      Report:Enable Loyalty Program Success With Sound Processes

      Processes: The Customer Loyalty Playbook

      Loyalty programs promise to increase retention and satisfaction, but they often fall short of delivering results because they lack an innovative strategy to set them apart from the competition. This...

      • Downloads: 873
      • Rating:
    • For Customer Insights Professionals

      Report:What's In A Game? The Effect Of Gamification On Customer Loyalty Programs

      Gamification — applying principles of gaming to non-game activities — has everyone talking. In the context of loyalty, gamification offers two key benefits: deeper member engagement and...

      • Downloads: 877
    • For Customer Insights Professionals

      Report:Consumer Attitudes Toward Loyalty Programs Deteriorate

      Landscape: The Customer Loyalty Playbook

      Consumers join programs of brands they like, but they limit their participation to only a few programs and are motivated by the desire to seek out discounts. Since 2008, consumer attitudes toward...

      • Downloads: 805
    • For Customer Insights Professionals

      Report:Case Study: Insurance Gets Progressive With Loyalty

      Dissatisfied with its customer retention rates and satisfaction scores, and looking to set itself apart in the highly competitive insurance industry, Progressive Casualty Insurance launched its...

      • Downloads: 645
    • For Customer Insights Professionals

      Report:Case Study: SCENE Uses Customer Insights To Deliver Value To Loyalty Customers

      This report provides a case study supporting Forrester's best practices for customer intelligence professionals working to drive customer loyalty. Forrester identifies four crucial best practices for...

      • Downloads: 168
    • For Customer Insights Professionals

      Report:Building A World-Class Loyalty Program

      Continuous Improvement: The Customer Loyalty Playbook

      Successful loyalty programs offer a boost to customer retention, customer satisfaction, and the bottom line. But today, many programs fail to reach success because they haven't mastered even basic...

      • Downloads: 498
    • For Customer Intelligence Professionals

      Tool:Intelligence-Driven Loyalty Self-Test: Customer Intelligence

    • For Customer Insights Professionals

      Report:Evaluate And Evolve Your Loyalty Program's Intelligence Quotient

      Assessment: The Customer Loyalty Playbook

      Successful intelligence-driven loyalty involves five major components: strategy, data, customer intelligence, offer management, and measurement. This report outlines Forrester's assessment process...

      • Downloads: 876
      • Rating:
    • For Customer Insights Professionals

      Report:Loyalty Program Service Providers Struggle To Delight Their Customers

      In researching the Forrester Wave™ evaluation of loyalty program service providers, we surveyed 94 loyalty program service provider customers about their vendor partnerships. We found that...

      • Downloads: 451
    • For Customer Insights Professionals

      Report:Just Add Collaboration: All Functions Required For Successful Implementation

      Organization: The Cross-Channel Attribution Playbook

      This report, part of the cross-channel attribution playbook, is designed to help firms plan and coordinate activities across roles and functions and to clarify task responsibilities in successfully...

      • Downloads: 159
    • For Customer Insights Professionals

      Report:Measure The Strength Of The Marketing Technology Stack

      Performance Management: The Cross-Channel Campaign Management Playbook

      The evolution from channel-specific to cross-channel campaigns affords firms the opportunity to improve relevance and deliver sustainable competitive advantage. The processes of measuring and...

      • Downloads: 166
      • Rating:
    • For Customer Insights Professionals

      Report:Should You Engage In A Customer Intelligence Safe Haven?

      Why Marketers Must Create Partnerships To Succeed In The Future

      The notion of a "safe haven" in customer intelligence (CI) isn't new; for years, direct marketers and catalogers have relied on cooperatives for their customer acquisition needs. But in the digital...

      • Downloads: 234
    • For Customer Insights Professionals

      Report:Where To Get Help With Customer Influence

      Identifying and tapping customer influence remains a popular topic for Customer Intelligence professionals. But with all of the interest, most see influence as a nebulous concept. Some of the...

      • Downloads: 315
      • Rating:
    • For Customer Insights Professionals

      Report:Examining The Member Interactions Of Five Major Loyalty Programs

      Programs Fall Short Across All Evaluation Criteria

      Forrester applied its new Customer Loyalty Program Review methodology to five popular loyalty programs from the retail, travel, and financial services industries. The results of the evaluation...

      • Downloads: 587
    • For Customer Insights Professionals

      Report:Understanding The Anatomy Of A Loyalty Technology Platform

      Technology plays an integral role in managing and executing a loyalty program. But buyers face an array of technology solutions that support their loyalty needs in different ways. This report is...

      • Downloads: 196
     
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