Adding Details to the Cards

Estimated time to complete: 8 minutes

Learning Objectives

After completing this topic, you'll be able to:

• Edit the details for each card type
• Add attachments to a card

Lynn and her team have been shaping the insight map. They can now tell a story about MyHealth's business problems and the opportunity for Riley Retail Solutions to support their point-of-sale (POS) software-upgrade initiative.

They'll keep updating the insight map with new details as they discover them.

They’ll show the map to their supporters at MyHealth to verify the research they’ve done, get further input, and share additional insights with them. They hope that ultimately the key players for this opportunity will confirm that the map is complete and accurate.

For now, the team has gathered a lot of new detail that needs to be added to the map – information that will add depth to some of the insights they've already collected.

Update a Goal

Lynn wants to flesh out the "Improve stock mgmt" goal.

Currently, the card on the insight map shows only the most essential information about the goal. To add further details, Lynn clicks the card and makes her updates in the details panel on the right.

• She adds more information about the goal and specifies the decision maker who owns the goal. All the details on the insight map should be of importance to decision makers and key players. These are the people who are crucial to the buying decision, so what's important to them is also important to Lynn and her team.
• Lynn specifies that Susan Lintontold her about this goal.
• She has a PDF copy of a call transcript with MyHealth. It contains a lot of useful information relevant to this opportunity, so she uploads it in the Attachments area.

Update a Pressure

Lynn turns her attention to the pressure called 'Competitors systems are cutting-edge...'.

She notices that some of the information she can add to a pressure card is different to that on a goal card. Altify is designed to make you aware of areas where you might need to gather additional information. This helps you to strengthen your overall story.

The team has learned quite a bit about this particular pressure in their recent conversations with MyHealth.

For a start, Lynn confirms that it fits into one or more of the pressure categories – Competitive and Technology, in this case. The category will help her later when she's building out the full story.

She adds some notes that the team has gathered about MyHealth's revenue and about the impact of this pressure on their goals.

She selects the key players who are impacted by the pressure: data operations specialist Pete Morant, digital operations manager Sophie Cooke, and CFO Sonia West.

Sonia West is one of Lynn's supporters at MyHealth, and Lynn learned about this pressure from her.

Lynn has a document with a lot of useful information about advanced POS systems. This could be valuable sales resource.

Update an Initiative

The initiative to scale and upgrade MyHealth's software is called 'Upgrade existing pharmacy POS software at 18 US clinics'.

The team has been working hard to understand the thinking behind this initiative, and they have some new details to add to the insight map.

• Lynn adds some research notes and estimates the impact on the business if the initiative is a success. This helps to show how the initiative relates to the insight map's goals, and also helps to verify that the goals are defined correctly on the board.
• Susan Linton told Lynn that this initiative is essential for MyHealth's continued success, so she flags it as being of High priority.
• Susan Linton is the executive sponsor and shoulders the responsibility for the outcome of this initiative.
• The team found out about the software-upgrade initiative from Susan.
• Lynn and her team now understand a lot about MyHealth’s initiative, but it’s not yet clear when MyHealth will allocate funding for the software upgrades. So Lynn chooses to leave the initiative as Unconfirmed for now.

Update an Obstacle

MyHealth has shed some new light on their staff's difficulties with their POS software.

Lynn wants to capture this extra detail on the insight map. She clicks the 'Current software is cumbersome, slow, and inefficient' obstacle.

• She adds notes about what MyHealth have said.
• The team have learned that Pete Morant, MyHealth's new data operations specialist, is affected by the software's difficulty. He's an everyday user of the software, and they know that his thoughts will factor into the buying decision.
• Susan Linton told the team about this obstacle, so Lynn adds her name under Who told you about this?.

Add Solutions

When Lynn and her team are satisfied that they understand the business problems MyHealth needs to solve, they add the solutions that will have the greatest impact on these problems, and that will differentiate Riley Retail Solutions from the competition.

Lynn will add them to the solutions layer by hovering over a blank card and clicking Add Solution.

Lynn can create a new solution by entering text, or select a template solution from the drop-down menu (if template solutions have been created by an administrator). She spots a template solution that is a good fit for MyHealth: 'Z-103/Z-360/Z-540 Software'.

She can add more information about the solution if required by clicking on it – a panel is displayed on the right where she can record details about the solution and upload attachments.

Because Lynn selected a template solution, she can also access information resources within the different sections that have been curated for this particular solution – as indicated in the image below.

Try It Yourself

In the previous topics, we suggested that you open one of your opportunities and get started on the insight map. Why not return to that board now and add details? You can:

• Update goals, pressures, initiatives, and obstacles
• Add solutions