How Best Practices Enable Rapid Implementation of Intelligence Portals

1. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
How Best Practices Enable
Rapid Implementation of
Intelligence Portals
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A Complimentary Webinar from Aurora WDC
12:00 Noon Eastern /// Wednesday 5 November 2014
~ featuring ~
Jesper Martell Michel Bernaiche

2. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Mr. Martell is the Chief Executive Officer (CEO) and co-founder of
Comintelli®, a leading CI software company. As such he has overseen
over 100 CI portal implementations in divers SSS
Prior to founding Comintelli®, Mr. Martell had a career at Ericsson
between 1994-1998. He created, established and managed the
corporate Business Information Centre, one of the most
comprehensive competitive intelligence systems in the world.
Mr. Martell holds a Master of Business Administration (MBA) from the
Stockholm School of Economics.
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Jesper Martell
@JesperMartell
Email: Jesper.Martell@comintelli.com
Twitter: https://twitter.com/JesperMartell
The Intelligence Collaborative is the online learning and networking community
powered by Aurora WDC, our clients, partners and other friends and dedicated to
exploring how to apply intelligence methods to solve real-world business problems.
Apply for a free 30-day trial membership at http://IntelCollab.com or learn more about
Aurora at http://AuroraWDC.com – see you next time!

3. Questions, Commentary & Content
The Intelligence Collaborative
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4. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Agenda
► Intelligence Software Landscape
► Why do you need CI software?
► Assessing & Planning for CI software
► Best practices that enable rapid and
successful implementations
► Summary, Q&A and Discussion

5. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Intelligence Software Landscape
What is CI SW? Collection/Storage/Reporting/Dissemination of internal/external
secondary & primary information...and NOT tools such as web crawlers, text analytics,
big data visualization, enterprise search that can be customized into portals.

6. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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What CI SW do you really need?
► Many different options available
►What suits a company best depends on
its CI process and organization
► Build you own or buy ready made CI
SW?
► Different vendors have different focus
and strengths
► You need to have a good understanding
of what your organization needs now
and in future

7. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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So, where do you start?
• The 1st step in any CI Portal project is
to map your requirements
• The 2nd step is to find a solution that fits those
requirements
• The 3rd step is to implement your selected
solution successfully

8. CI Software Supports the Intelligence Process
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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1
Planning &
Direction
2
Collection
3
Processing
& storage
4
Analysis
5
Dissemina-tion

9. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Benefits of a CI portal
A CI portal is a technology enabler to support
your ideal CI process
A well designed intelligence portal is
designed to support the intelligence work
both for CI producers and CI consumers
Helps build up an intelligence culture by
showing what CI is important and also by
enabling communication between the portal
users
One of most tangible elements of CI and as
such makes it an excellent marketing tool for
CI

10. What to ask yourself when assessing and planning
your CI portal solution?
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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► External information
► Taxonomy
► IT issues
► User needs
► User rights
► Internal information
► Information sharing
► People expertise

11. Different levels of CI software
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Software for news monitoring
► Predefined content and limited taxonomy
► Little degree of customization and no
capitalization on knowledge
Software for supporting CI operations
► Possibility to enrich the content with custom
external sources
► Possibility to archive, tag, share articles, create
alerts & reports
► Analysis tools
Software integrating CI with KM activities
► High degree of automation for content
management
► Adds internal human expertise
► High degree of customization

12. Key features to look for when selecting CI software
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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► Content aggregation
► Abillity to mine content from internal and external
sources & add RSS feeds
► Ability to input via web and mobile interface
► Content management
► Ability to produce reports
► Ability to create e-mail alerts
► Classification
► Ability to manually and/or automatically
filter/tag/archive content
► Search
► Ability to free text search across all content types
in one place
► Ability to rank by date/relevancy
► User experience and distribution
► Ability to access via web or mobile device
► Ability to create personalized e-mail alerts
► Collaboration
► Ability to comment/recommend articles
► Ability to set up Dashboards
► Ability to chat and e-mail forward
► Ability to locate other users and experts

13. Key features to look for when selecting CI software
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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► Visual Analytics
► Ability to visualize using charts, trends, tag clouds,
heat maps, etc.
► Ability to benchmark profiles
► Admin
► Ability to set up users, topics, feeds
► Usage statistics
► Control and security
► Ability to have secure user authentication
(preferably Single Sign On)
► Ability to encrypt stored information
► Ability to manage user access rights
► Ability to approve articles
► Scalability
► Ability to grow in terms of users, topics, sources
► Flexibilty
► Ability to customize and integrate with third party
software and content providers

14. The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Implementation Process
Happy
users!

15. Best practices that enable rapid implementation
The Intelligence Collaborative
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Do
• Show progress & highlight success –
everybody loves a success story!
• Add users and groups incrementally rather
than go for a ‘big-bang’ approach
• Ensure involvement from all relevant parties
(both users, management, IT etc)
• Timing! Ensure that your company is ready
for changes in work process and avoid other
large projects at the same time.
Don’t
• Rush the time to specify the needs
• Forget to plan for training and production
deployment
• Forget feedback or incentive system.
• Underestimate the corporate culture –
identify knowledge sharing hurdles and figure
out ways to overcome them.

16. Jesper Martell
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Thank you for your attention!
Now how about a little Q&A?
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Email: Jesper.Martell@comintelli.com
Twitter: https://twitter.com/JesperMartell
The Intelligence Collaborative is the online learning and networking community
powered by Aurora WDC, our clients, partners and other friends and dedicated to
exploring how to apply intelligence methods to solve real-world business problems.
Apply for a free 30-day trial membership at http://IntelCollab.com or learn more about
Aurora at http://AuroraWDC.com – see you next time!