{"id":21703,"date":"2023-09-06T07:37:01","date_gmt":"2023-09-06T07:37:01","guid":{"rendered":"https:\/\/digify.com\/?p=21703"},"modified":"2026-02-27T04:39:13","modified_gmt":"2026-02-27T04:39:13","slug":"how-global-blue-uses-digify-to-track-and-protect-reports","status":"publish","type":"post","link":"https:\/\/staging-x.digifyteam.com\/id\/case-studies\/how-global-blue-uses-digify-to-track-and-protect-reports\/","title":{"rendered":"How Global Blue tracks and protects their reports using Digify"},"content":{"rendered":"
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How Global Blue Tracks and Protects Their Reports Using Digify<\/h1>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Summary<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Challenge<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Before implementing Digify, Global Blue sent reports via email to thousands of recipients, including internal employees and external merchants across different countries. However, they didn\u2019t yet have insights into how\u00a0recipients engaged with the reports after they were sent<\/span>.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Solution<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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The company adopted Digify to facilitate secure and trackable document sharing at scale, along with an API integration to Salesforce and other internal systems.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Results<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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With Digify, Global Blue enhanced the security of their reports and gained detailed engagement tracking. This ensured sensitive information was accessible only to authorized users, improved workflow efficiency, and allowed teams to focus on more strategic initiatives by understanding recipient interactions better.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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About Global Blue<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Global Blue<\/a> pioneered the concept of Tax Free Shopping 40 years ago. Through continuous innovation, they have become the business partner for the shopping journey, enhancing the shopping experience and boosting retailer performance through technology and services.<\/p>\nGlobal Blue offers state-of-the-art solutions within three businesses: Tax Free Shopping, Payments and Post-Purchase.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The Challenge: Secure Report Distribution Workflow<\/span><\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Before adopting Digify, Global Blue sent business data reports\u00a0 via email to thousands of recipients, including internal employees and external merchants in different countries. However, once the reports were sent, there was no way to track recipient engagement.<\/p>

To address this, Global Blue sought out document security software that would allow them to easily manage and maintain control of their reports at scale, while providing recipients with a simple, centralized location to access their reports.<\/p>

To further streamline their operations, Global Blue also implemented Digify\u2019s API solution to integrate with Salesforce and automate their daily workflows.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The Solution: Digify Helps Global Blue Track and Protect Reports<\/span><\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Global Blue turned to Digify\u2019s document security software to tackle these challenges. Digify provided a secure, centralized platform for distributing reports with robust tracking and analytics\u00a0 features.\u00a0The API integration with Salesforce also allowed Global Blue\u2019s sales team to streamline their workflow, using Digify\u2019s features directly within Salesforce without the need to switch between platforms.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\"Once an email is sent, you have no idea if the recipient has seen it. Digify helps us understand who is accessing our documents and if they are relevant to the recipients.\"<\/div>\n\t\t\t\n\t\t\t\t\t\t
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Roberta Vega<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
Corporate Reporting Manager<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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\"Once an email is sent, you have no idea if the recipient has seen it. Digify helps us understand who is accessing our documents and if they are relevant to the recipients.\"<\/div>\n\t\t\t\n\t\t\t\t\t\t
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Roberta Vega<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
Corporate Reporting Manager<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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The Results<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Actionable Insights on Report Viewing<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Detailed analytics provide insights into who views the reports and exactly how they interact with them, guiding sales outreach efforts. Global Blue is also able to export its data room activity log to an Excel file, speeding up the workflow and providing clear insights into recipient interactions.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Improved Security to Prevent Information Leaks<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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All recipients have to verify their identity using a one-time code or\u00a0 SSO (Single Sign-On), and agree to custom legal terms, before accessing reports. Reports are view-only,\u00a0 but watermarked downloads are available based on user permissions. Dynamic watermarking personalizes reports with recipient details, discouraging unauthorized sharing.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Efficient Workflow with Digify\u2019s API<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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The integration of Digify\u2019s API streamlines the workflow by enabling seamless document sharing across platforms. Features like file versioning and tailored permissions simplify report distribution, reducing errors and allowing teams to focus on strategic initiatives.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Key Features Used:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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\u2714   <\/span><\/span>Document Tracking and Analytics<\/span><\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Digify allows Global Blue to track who accesses files<\/a>, including the frequency, duration, and access location. This helps the sales team understand engagement and tailor follow-up actions effectively. Exportable activity logs optimize workflow analysis by allowing easy data transfer to Excel for detailed examination.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\u2714   <\/span><\/span>Dynamic Watermarking<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Global Blue uses Digify\u2019s dynamic watermarking for specific reports, personalizing them with the recipient\u2019s email address, date and time of access, IP address, and other custom information. This discourages unauthorized sharing or screenshotting, as it can be traced back to the user.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\u2714   <\/span>Terms of Access<\/span><\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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With Digify\u2019s Terms of Access feature,\u00a0 recipients must agree to custom legal terms before viewing reports. Once accepted, both parties receive an email notification, and an audit trail is created. The report is then displayed to the recipient. Global Blue can also instantly revoke access to compromised files, ensuring sensitive information remains secure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\u2714   <\/span>Granular Permissions<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Managing thousands of recipients with different access right is easy with Digify\u2019s Granular Permissions. Global Blue can quickly customize access, giving one person access to all folders while restricting another group to a single file.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\u2714   <\/span>File Versioning<\/span><\/h3>\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tGlobal Blue can quickly correct any errors or typos in a document by instantly\u00a0replacing the file with an updated version\u2014no need to send a new link. This streamlines the process, saving time and enhancing efficiency.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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\u2714   <\/span>API Integration<\/span><\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Digify\u2019s API<\/a> automates daily workflows and ensures high reliability with a 99.9% uptime SLA. It also provides support for smooth implementation and is ISO27001 certified, guaranteeing top-tier Information Management Security.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Conclusion<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Global Blue has relied on Digify for the last 4 years to securely send files to thousands of stakeholders, gaining advanced security and detailed engagement insights. The platform offers a user-friendly experience, with fast and reliable access to reports.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\"What I like most is the relationship we've built between Global Blue and Digify. Many features were added after our feedback. Digify has always listened to our needs and worked to find solutions.\"<\/div>\n\t\t\t\n\t\t\t\t\t\t
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Roberta Vega<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
Corporate Reporting Manager<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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\"What I like most is the relationship we've built between Global Blue and Digify. Many features were added after our feedback. Digify has always listened to our needs and worked to find solutions.\"<\/div>\n\t\t\t\n\t\t\t\t\t\t
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Roberta Vega<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
Corporate Reporting Manager<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t
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Ready to get started?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Digify data rooms has a balance of simplicity and security that your team will love.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tBook demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Find out how Global Blue uses Digify to effortlessly send numerous files to stakeholders, ensuring optimal retail experiences. <\/p>","protected":false},"author":5,"featured_media":38094,"comment_status":"closed","ping_status":"open","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[40],"tags":[39],"class_list":["post-21703","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies","tag-case-studies"],"_links":{"self":[{"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/posts\/21703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/comments?post=21703"}],"version-history":[{"count":40,"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/posts\/21703\/revisions"}],"predecessor-version":[{"id":38920,"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/posts\/21703\/revisions\/38920"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/media\/38094"}],"wp:attachment":[{"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/media?parent=21703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/categories?post=21703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging-x.digifyteam.com\/id\/wp-json\/wp\/v2\/tags?post=21703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}