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datos_insights

Datos Insights

Paid research, new brand, and new platform, on the same day · 2022 to 2025

How do you move a paid research library to another platform on the very day the company changes its name? We moved Aite-Novarica Group from Drupal to WordPress, and launched alongside the announcement of its new brand. We worked there until 2025.

My role
Tech lead and architect.
Agency
EpicDevs (opens in a new tab)
Stack
WordPress, Salesforce
Visit the site (opens in a new tab)
Screenshot of Datos Insights: on a screen, on a desk (enlarge)

The starting point

The old site had thousands of pieces of content, with URLs that didn't follow its own structure, and inside it lived the contracts that defined what each client could read.

What we did

Understanding before moving

I set up a local copy of Drupal and mapped content types and URLs. With that, the client could decide what to migrate and what not to.

Screenshot of Datos Insights: wayback home 2023 (enlarge)

Cutting scope to get there

A rushed MVP didn't add up, so we prioritized doing it right, and individual report sales were left for later.

Access by company, not by person

We translated the contracts into memberships by research area. Anyone who registers with a client company's domain gets access to what that company has contracted.

Screenshot of Datos Insights: reports (enlarge)

Salesforce with custom code

We built a plugin that links each registration to its account, and sends downloads and email preferences to Salesforce.

Screenshot of Datos Insights: on desktop and mobile (enlarge)

By the numbers

  • Launched on June 21, 2023
  • 2 brands unified in one site