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.


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

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306 results in Reports

  • Past 6 months
  • Customer Experience Management
  • For Customer Experience Professionals

    Report:Brief: Learning From Three Early Adopters Of Customer Journey Analytics

    Companies use journey analytics to improve key customer journeys, evaluate opportunities for journey innovations, and boost retention, enrichment, and advocacy loyalty. Forrester conducted in-depth...

    • For B2C Marketing Professionals

      Report:Advance Through The Stages Of Mobile Maturity

      Road Map: The Mobile Marketing Playbook

      This report provides a road map for B2C marketers who are responsible for mobile marketing. As consumer mobile adoption balloons and hardware, software, and interfaces evolve, marketers must keep up...

      • Downloads: 1871
    • For Application Development & Delivery Professionals

      Report:The Future Of Learning Management Is Personalization

      Personalized Learning Experiences, Analytics, And Curated Content Are Front And Center In The Future LMS

      The future learning management system (LMS) will be part of employees' daily life. Whether they wish to find a short chunk of learning needed to do work, collaborate on a project, or determine the...

      • Downloads: 226
    • For Customer Experience Professionals

      Report:The Challenges Holding Back CX Leaders And How To Overcome Them

      Results From Our Survey Of More Than 250 CX Executives And CMOs

      In late 2015, Forrester partnered with recruiting firm Heidrick & Struggles to survey chief marketing officers (CMOs) and customer experience (CX) professionals to better understand their roles,...

      • Downloads: 67
    • For B2C Marketing Professionals

      Report:Brief: How To Make Social Media Data Actionable

      Processes: The Social Intelligence Playbook

      Social media provides B2C marketing professionals with a wealth of customer data, an invaluable resource for competing in the age of the customer. Forrester created a framework that helps marketers...

      • Downloads: 2757
    • For Customer Experience Professionals

      Report:How To Ensure That CX Transformation Setbacks Aren't Fatal

      Smart CX Pros Anticipate Threats, Adapt To Changing Circumstances, And Recover Quickly From Setbacks

      Samuel Beckett said it best in Worstward Ho. "Ever tried. Ever failed. No matter. Try again. Fail again. Fail better." All customer experience (CX) professionals will face setbacks in their CX...

      • Downloads: 116
    • For CIO Professionals

      Report:The State Of Digital Business, 2015 To 2020

      By 2020, Execs Expect To See The Majority Of Their Revenues Driven By Digital — Are You Ready?

      This is the first of three reports that analyze the results of our latest executive research on digital business. This report examines the readiness of companies to succeed in the age of the...

      • Downloads: 552
    • For B2C Marketing Professionals

      Report:Take Three Steps Toward Social Success

      Adopt The Social Technographics® Model To Develop The Right Social Strategies And Tactics In China

      B2C marketers in China are increasingly investing in social marketing and expect great returns but face the challenge of determining the right social marketing strategies and tactics. Forrester's...

      • Downloads: 71
    • For eBusiness & Channel Strategy Professionals

      Report:Predictions 2016: Financial Services Execs Wake Up To Digital Transformation

      The Eight Digital Shifts To Expect In Retail Financial Services In 2016

      As digital engagement increases among financial services customers, eBusiness and channel strategy professionals at banks, wealth managers, insurers, and card issuers are pushing toward true digital...

      • Downloads: 694
    • For Application Development & Delivery Professionals

      Report:Vendor Landscape: Change Management Is A New Differentiator In The Digital Era

      The ability to adapt to changing market dynamics is a critical part of growing as a business. While many companies pay close attention to technology and organizational change issues, far fewer...

      • Downloads: 93
    • For Enterprise Architecture Professionals

      Report:Digital Business Changes How EA Works

      EA Must Transform Its Practices To Become Engaged And Remain Relevant

      Digital businesses focus on digitizing customer experience and operational excellence in support of customer value. To be successful, they must plan and manage these within a cohesive portfolio and...

      • Downloads: 242
    • For Customer Experience Professionals

      Report:The Truth About Customer-Centric Org Structures: They're The Icing, Not The Cake

      Organization: The Customer Experience Ecosystem Playbook

      Our research into companies that deliver superior customer experience (CX) showed that operating under a customer-centric organizational structure does not predict success. Instead, CX pros manage to...

      • Downloads: 255
    • For eBusiness & Channel Strategy Professionals

      Report:Evaluate Your B2B eCommerce Maturity

      Assessment: The B2B eCommerce Playbook

      With the B2B C-suite increasingly demanding that companies make more informed digital investment decisions, B2B eCommerce professionals are actively measuring their progress and benchmarking their...

      • Downloads: 1274
    • For eBusiness & Channel Strategy Professionals

      Report:Mobile Moments Transform Commerce And Service Experiences

      Strategic Plan: The Mobile eBusiness Playbook

      Mobile provides eBusiness and channel strategy professionals with opportunities to transform commerce and service experiences online and in physical locations. To master these moments, use the IDEA...

      • Downloads: 544
    • For B2C Marketing Professionals

      Report:Vendor Landscape: Mobile Engagement Automation Solutions

      Mobile Moments Demand Speed, Speed Demands Automation

      With over 30 billion mobile moments happening each day in the US alone, marketers need automation to deliver against high customer expectations in real time. Vying to help is a new class of vendors:...

      • Downloads: 224
    • For Application Development & Delivery Professionals

      Report:The Critical Role Of Policy In Enterprise Collaboration

      Processes: The Enterprise Collaboration Playbook

      A clear collaboration policy is essential for employees using customer, partner, and internal collaboration tools. While it takes a cross-organizational team to establish a collaboration policy,...

      • Downloads: 690
    • For eBusiness & Channel Strategy Professionals

      Report:2015 US Bank Digital Sales Functionality Benchmark

      Bank Of America And Wells Fargo Take A Clear Lead On The Competition

      We used our Digital Sales Functionality Benchmark methodology to evaluate the public websites of the five largest retail banks in the US — Bank of America, Chase, Citibank, U.S. Bank, and Wells...

      • Downloads: 237
    • For eBusiness & Channel Strategy Professionals

      Report:Brief: Why You're Stuck With Content And Commerce Platforms For Now

      Balance eCommerce And Web Content Management Platforms To Serve The Digital Customer Experience

      Most firms in Asia Pacific have discrete brand and commerce platforms, as they serve different objectives. But to delight empowered customers, firms must deliver exceptional customer experiences...

      • Downloads: 78
    • For B2C Marketing Professionals

      Report:Brief: Email Marketing FAQs, February 2016

      Processes: The Email Marketing Playbook

      This report highlights key processes that constitute best practices for B2C marketers whose responsibilities include email marketing. In an FAQ format, we address long-standing issues such as how to...

      • Downloads: 1784
    • For Application Development & Delivery Professionals

      Report:Navigate The Turbulent Waters Of Enterprise Collaboration

      Vision: The Enterprise Collaboration Playbook

      Enterprise collaboration is a long-established category of technologies (e.g., email, unified communications, and social networking) that continues to evolve. Properly deployed and adopted, it can...

      • Downloads: 1196
    • For Customer Experience Professionals

      Report:How To Use Customer Journey Mapping Software

      Tools and Technology: The Digital Customer Experience Improvement Playbook

      Customer journey mapping can be a powerful customer experience (CX) change management tool. But to drive meaningful change, journey maps must evolve from static artifacts to more flexible tools that...

      • Downloads: 280
    • For eBusiness & Channel Strategy Professionals

      Report:Who Does Mobile Commerce Well In The World's Largest eCommerce Market?

      Lessons From The Top Six eCommerce Retailers In China

      Mobile shopping has gained considerable momentum in China, but many retailers are still not ready to deliver good shopping experiences. Many retailers intend to upgrade their mobile commerce sites...

      • Downloads: 170
    • For Customer Insights Professionals

      Report:Elevate Customer Obsession With A Digital Intelligence Strategic Plan

      Strategic Plan: The Digital Intelligence Playbook

      Digital intelligence is a modern digital analytics practice that requires an enterprisewide initiative that changes the way customer insights (CI) professionals gather, integrate, understand, and...

      • Downloads: 151
    • For B2C Marketing Professionals

      Report:The European Online Display And Social Media Advertising Forecast, 2015 To 2020

      Advertisers Increase Their Investments In Video And Mobile Ads As Media Consumption Evolves And Targeting Accuracy Improves

      European marketers' investments in online display and social media advertising will continue to grow at a double-digit rate between 2015 and 2020. Combined, they will grow at 18.7% annually over that...

      • Downloads: 127
    • For CIO Professionals

      Report:CIOs: For Digital Business, "Migration" Cannot Be A Four-Letter Word

      CIOs Must Continuously Assess When And How Fast To Migrate Their Technology

      Digital transformation demands that CIOs focus on their business technology (BT) agenda to win, serve, and retain customers. Most will have legacy applications — and underlying technologies — that...

      • Downloads: 109