Small Sized Steps
Setting up a new CI project can seem like a daunting task, but in actual fact it’s just a question of working out what you need and making sure you can get and collect what you need. You can follow the steps outlined here, and if you are a Digimind Client, you can also consult our CI Project Checklist on this page.
Step One: Question Who needs to know? What do they need to know?
Someone, somewhere, needs to have some information. This is the whole purpose of conducting any kind of CI project.
The better you can define what your audience needs to know the easier it will be to set up a project. The kinds of questions you can ask to help them are:
- What will you do with the information once you have it?
- How will this information help your business objectives?
- Which decisions will you take based on this information?
The secret to success at this point is listening and identifying what kinds of information sources your audience is interested in and the main points of his/her needs.
Step Two: Question How will the information you deliver to your audience be structured?
While talking to your audience, ask about the way the information needs to be presented. If, for example, there needs to be a report with three sections (New Products, Market Trends and Focus on Germany) then you will need to create a space to store and collect the information you will put in these sections. For more on CI deliverables, please follow this link.
StepThree: Action Create a project and some folders
It is now time to switch on the computer and create the project with the corresponding folders. Make sure that all of the audience’s needs and objectives will be covered in a sensible way by the storage system you are creating.
Step Four: Question How will I fill these folders?
Using what your audience said, you can create a map of the sources you will need to include in your CI project.
When this is completed you will be able to see clearly how much of your information collection will come from the Digimind Content Factory and how much from agents.
Step Five: Action Prepare keywords
Regardless of whether you will be using the DCF or agents or a combination of both, you will need to have a list of keywords that will filter the information flows you generate.
Choice: you may wish to write lists of keywords that you will be able to insert into DCF searches and agent queries.
Think about how to combine your keywords with operators to get the information you need. For more on operators, please read this article.
Step Six: Action Create agents
Use the keywords you have prepared to filter the information flows you have generated.
Source the agents so that they cover the sources your audience identified as being important and the source mapping you have done. Using Smart Tracker you can add individual URLs to an agent or cast a wider net by using keywords. You can also source your agent from the URL Store. Follow this link for more information on mapping the sources you will need.
As you complete your agents, display their alerts on your dashboard.
Step Seven: Action Set up your working space
Set up your dashboard so that you will be able to read the information flows you create. Think about the tabs you will need. A lot of people like to create a different tab for each folder they are collecting information for.
If you are using the DCF to gather information, you can start to generate DCF Portlets directly on your dashboard now, using your keywords.
Step Eight: Action Feedback to and from the audience
The most effective way to report back to your audience is to validate and store the information you find and then to publish a first report. Your audience will quickly tell you how close to the mark you are. The more feedback you can get, the better the project will run.
Step Nine: Action Fine-tune
Fine-tuning is an essential part of the setting up of any CI project. This is the time when you will analyze both the sources and the queries you have created so far based on the feedback you have got from your audience. Read more about fine-tuning by following this link.
Step Ten, Eleven, Twelve, …
Once the project is up and running, you can extend it to cover other areas, include graphs and analysis to help people understand more quickly, develop other publication methods, personalize your reports or newsletters, etc.
The secret to success here is to take it step by step, and keep your audience and his/her objectives in mind at all times. Keep away from the common traps and pitfalls that some people fall into.