Guide to our Research Portal

  • Research Portal training materials

    A full description of how to use the Everest Group Reports portal can be found here.

  • Creating an account

    To access research and download documents, you must register with Everest Group. This simple process provides you with immediate access to complimentary research on the website. To register, please click on the “Register” button in the homepage banner.

    After registering, you will receive an email confirmation. If you do not, please check spam filters to ensure that you receive future correspondence from Everest Group.

    When visiting Everest Group’s site in the future, please be sure to use the “Sign In” button at the upper right-hand corner of the homepage to access research as you navigate the site.

  • Maintaining your account and establishing your preferences

    After you create an account, you may enter your preferences in the options under your profile initials in the upper right-hand corner of the homepage.

    Click on “Profile” to update your contact details, job title, functional area, and location.

    Click on “Content Preferences” to select key priorities, topics, industries, geographies, and companies and technologies that fit your interest areas. Your selected preferences help us notify you about relevant new insights and research.

    Click on “Communication Settings” to customize your subscriptions to our events digest, newsletters, and publications regarding our research directory and analyst relations.

    Click on “Purchased Research” to access research you have previously purchased.

    MEMBERS ONLY: Click on “Membership” to find information and research available to you through your membership(s).

  • Accessing research

    Throughout our Research Portal, research accessible to you will display a “Full Report” button on the report’s details page. Clicking on the button will allow you to view the report and supporting documents in a PDF format, where you can download the PDF to save.

    Research that is not currently available to you, but may be purchased to unlock access, will display a “Purchase” button on the report’s details page, along with a price. Click on “Purchase” to start the purchase process.

    Research that is only available under certain memberships, and cannot be purchased, will display a notification: “Access to this report requires a qualifying membership and isn’t available for individual purchase.” Reach out to us here to explore membership options to access member-only research.

    In addition to accessing full reports, complimentary abstracts are often available for research reports. If a complimentary abstract is available for a report, the report’s detail page will display an “Abstract” button. These documents can help you determine whether the full research report would be of interest to you.

  • Purchasing reports

    Research is available to purchase via credit card. Click the “Purchase” button on a report that is available for purchase to begin the simple checkout process.

    Upon confirming the transaction, your credit card will be charged and a receipt sent to the email address associated with your account. After the order is submitted, you will be redirected to an order confirmation page, where you can navigate back to the purchased report and now access the full report.

    You can also find all purchased reports under the “Purchased Research” tab under your profile, listed in order of most recent purchases.

    Online purchases are secured by Authorize.net, a leading internet transaction processing provider.

    If you would like to purchase research reports, but prefer not to purchase online using a credit card, email us at [email protected] or call us at +1-214-451-3110.

    Research subscriptions to entire Research Areas or customized services can be purchased by contacting us directly in the manner indicated above.

     

  • Searching for research

    In addition to browsing for research on the My Insights page, you can also search for reports via the search icon found in the header navigation.

    Upon clicking “Search” to navigate to the full search page, you will find numerous filtering options in the left column. You can also sort results by relevance or recency by using the sort function in the upper right-hand corner of the search results area.

Frequently asked questions

  • What's new on the Everest Group Research Portal?

    Our new Research Portal offers a redesigned research experience with faster navigation, personalized content, and seamless access to insights curated to guide confident decisions. We welcome you to explore a more intuitive interface that boasts robust new search capabilities.

  • I had an account on the old portal. What happens now?

    If you’re an existing user who previously logged in with your email and password, you’ll receive an email with a link to reset your password to gain access to the new portal.

    If you do not receive a password reset email, please check your spam or junk folder.  You can also reset your password directly by clicking Sign In, entering your email address, and clicking “Continue.” On the password screen, click “Forgot your password?” and follow the steps. If you have any ongoing access issues, please email us at [email protected].

    If you currently access our Everest Group Research Portal through your company’s Single Sign-On (SSO), your access will be configured with your system administrators.

  • How do I know if I'm registered on the Everest Group Research Portal?

    If you attempt to register using an email address that is already associated with an account on the Research Portal, you will receive a notification and be asked to sign in normally. If you do not remember your password, you can use the recover password function to reset your password.

  • I recently registered for an Everest Group webinar. Does that mean I'm registered on the Research Portal?

    No, registering for a webinar does not automatically create an account on Everest Group’s Research Portal.

    If you received an email from Everest Group providing you with the link to download the webinar presentation, follow the link and either sign in or create an account on our Research Portal to download the complimentary deck.

    Webinar decks can also be found in the filtering options on the search page under “Research Type.”

  • What do I do if I forgot my password?

    Click Sign In, enter your email address, and then “Continue.” On the password screen, click “Forgot password?” and follow the prompts.  Enter the 6-digit code sent to your email. You will then set a new password.

  • Who do I contact for help?

    If you have issues with the Research Portal or need to report a problem, please use the feedback form that can be accessed through the “Give Feedback” button at the lower right-hand corner of the site. You can also access the feedback form here.

    For account-related questions, you can email us at [email protected] or reach out to your Everest Group point of contact.