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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226 results in Reports

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

    Report:Brief: Staffing For Data-Driven Design

    Data gives firms the objectivity that they need to identify, test, and validate design decisions, at scale and fast. But the skills they require to blend data and design sensibilities are rarely...

    • Downloads: 83
  • For B2C Marketing Professionals

    Report:UK's Multichannel Consumers Demand Customer Life-Cycle Marketing

    Discover The Touchpoints UK Consumers Turn To For Discovery, Exploration, Purchase, Inquiries, And Engagement

    Consumers have come to rely on a plethora of channels, devices and touchpoints to guide them through their purchase decisions. This path to purchase has broken free from the linear conception of the...

    • Downloads: 106
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Mind Shift Maturity Framework

    Assessment: The Mobile eBusiness Playbook

    Few companies have adapted to the mobile mind shift. Many don't have the resources, budget, and organization to make the shift. This document will help eBusiness and channel strategy professionals...

    • Downloads: 230
  • For eBusiness & Channel Strategy Professionals

    Report:2015 Australian Mobile Banking Functionality Benchmark

    Westpac Tops Our Review Of Australian Banks' Mobile Services

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of the four largest retail banks in Australia on more than 40 criteria. The Aussie banks have...

    • Downloads: 83
  • For Customer Experience Professionals

    Report:Brief: Why The Sharing Economy Matters For Customer Experience Professionals

    In the past few years, thousands of companies that eschew traditional business models in favor of digital platforms have popped up to deliver peer-to-peer services to customers. These companies,...

    • Downloads: 177
  • For Customer Insights Professionals

    Report:Mobile And The Travel Experience

    A Technographics® 360 Report: Using Survey, Qualitative, And Behavioral Data

    Traveling is synonymous with being mobile — and we mean that in every sense of the term. Smartphones and tablets have disrupted the travel life cycle to the point where consumers reach for...

    • Downloads: 23
  • For Application Development & Delivery Professionals

    Report:Brief: Focus On Three New Service Experiences To Thrive In The Age Of The Digital Customer

    Social, Proactive, And Embedded Customer Service Builds Intimacy With The New Breed Of Consumers

    A new generation of customers doesn't seem to remember details of service processes. They have begun to prefer self-service versus speaking with contact center agents and now look to companies to act...

    • Downloads: 166
  • For Customer Experience Professionals

    Report:How B2B Companies Make The Case For Customer Experience

    Build A Burning Platform To Spark Action

    Customer experience (CX) professionals at business-to-business (B2B) companies face B2B-specific challenges that make it hard to justify investing in CX. Obstacles range from a lack of sufficient...

    • Downloads: 120
  • For Customer Experience Professionals

    Report:Brief: Leverage Ethnographic Research To Fully Understand Your Customers

    Don't Risk Customer Understanding Bias By Overrelying On Net Promoter Scores And Customer Satisfaction Surveys

    A comprehensive understanding of customers is critical for driving sustainable improvements in the customer experience (CX). To build a holistic view of the customer, organizations employ two types...

    • Downloads: 151
  • For Customer Experience Professionals

    Report:Mobilize Your Customer Experience Strategy

    Great customer experiences are built on solid strategies executed by people sharing a common vision. But if they look closely, most companies will find that their employees don't have a shared...

    • Downloads: 336
  • For eBusiness & Channel Strategy Professionals

    Report:Pick The Right Digital Money Management Technologies

    Tools And Technology: The Digital Money Management Playbook

    For eBusiness executives at retail banks and wealth management firms worldwide who are either launching digital money management for the first time or want to improve an existing offering, choosing...

    • Downloads: 184
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Schwab's Intelligent Portfolios Will Squeeze Other Investment Managers

    Top Custodian Unveils Aggressively Priced Robo-Advice Platform For Independent Advisors

    Two weeks after launching its direct-to-consumer digital investment manager, Charles Schwab has unveiled a version for independent Registered Investment Advisors (RIAs) and their clients. Like its...

    • Downloads: 116
  • For CIO Professionals

    Report:Competitive Advantage Through Social Business

    Executive Overview: The Social Business And Collaboration Playbook

    Business as we know it is changing. The next generation of market-leading organizations will digitize their enterprise model with new capabilities enabled by social technologies. But many of today's...

    • Downloads: 995
  • For Customer Experience Professionals

    Report:Case Study: How Mercedes-Benz USA Fosters Customer Centricity Among All Employees

    In 2011, Mercedes-Benz USA (MBUSA) embarked on a customer experience (CX) transformation to align the quality of its customer interactions with the promise inherent in its tagline: "The Best Or...

    • Downloads: 92
  • For Customer Insights Professionals

    Report:Case Study: Win Customers With Mobile Analytics

    Lark Automates, Scales, And Evolves Coaching Through Artificial Intelligence — A Story Told Through Forrester's IDEA Framework

    Mobile may save your life — no, really! Mobile has changed consumer expectations and given enterprises the ability to engage with their customers anytime, anywhere, and in a contextually...

    • Downloads: 179
  • For Application Development & Delivery Professionals

    Report:Customer-Activated Communication And Collaboration Will Support The BT Agenda

    A New Class Of Applications Emerges That Will Transform Core Processes

    Listening and responding to the voice of the customer (VoC) is rapidly becoming an imperative. Marketing often gets the listening ball rolling, but real transformation integrates systems to capture...

    • Downloads: 121
  • For Customer Experience Professionals

    Report:Want Great CX? Make Everyone Do Their Part

    How CX Pros Can Foster Customer Obsession By Making Everyone Share Responsibility For Customer Experience

    Customer experience (CX) professionals must help their colleagues understand how they affect — and ultimately own a piece of — customer experience outcomes. That requires CX teams to...

    • Downloads: 263
  • For Customer Insights Professionals

    Report:It's Time To Embrace Customer Emotion

    A Technographics® 360 Report: Using Survey, Qualitative, And Social Listening Data

    Data from Forrester's Customer Experience Index (CX Index) proves that a customer's emotional relationship with a brand is one of the strongest unique drivers of customer loyalty. This means you can...

    • Downloads: 33
  • For B2C Marketing Professionals

    Report:Case Study: Z Gallerie Crafts A Results-Oriented, Mobile-Specific Search Strategy

    This Retailer Successfully Drives Mobile Search Consumers Through A Multichannel Customer Life Cycle

    Brick-and-mortar retailer Z Gallerie realized it was time for a mobile search strategy when analytics revealed that its consumers were increasingly connecting with it through mobile channels. To...

    • Downloads: 39
  • For eBusiness & Channel Strategy Professionals

    Report:Market Overview: Commerce Solutions For Digital Products And Services, 2015

    Supporting Digital Business Models Requires Flexible Platforms

    In the past, online transactions for digital product purchases differed little from physical product purchases, with the exception of the delivery method. However, today's digitally connected...

    • Downloads: 188
  • For Customer Experience Professionals

    Report:Case Study: How Sage Software North America Built Tools And Governance To Improve CX

    An Inside Look At Turning Business-To-Business Insights Into Actions

    Companies struggle to deliver on their customer experience (CX) goals. In 2012, Sage Software North America (Sage NA) was one of them. This report shows how Sage NA put an advanced system of tools,...

    • Downloads: 185
  • For Customer Experience Professionals

    Report:The Best And Worst Of Australian Retail Website Experiences, 2015

    Forrester has been evaluating website user experiences since 1999, completing more than 1,500 site reviews to date. This year, for the first time, we turned our attention to Australian websites...

    • Downloads: 74
  • For Customer Insights Professionals

    Report:Listening Platforms Won't Become A Major Marketing Technology In 2015

    Tools And Technology: The Social Intelligence Playbook

    Social listening platforms — software platforms that capture, manage, and enable analysis of social data — are essential tools for social marketers and customer insights (CI) pros alike,...

    • Downloads: 1256
  • For Enterprise Architecture Professionals

    Report:Elevate Digital Disruption Like China's Leading Innovators

    Three Lessons From Chinese Internet Companies

    "Internet companies" is a unique term used in China to refer to digital enterprises. These firms were born digital, and they are disrupting traditional companies in every major vertical. Traditional...

    • Downloads: 34
  • For Customer Experience Professionals

    Report:Bridging The CX/UX Divide

    Customer experience (CX) and user experience (UX) have similar names and goals but very different approaches. And as yet, there is no standard operating model for how they should work together. While...

    • Downloads: 436