Adding Details to the Cards

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 the problems Oriole Health & Fitness needs to solve in order to achieve their goals.

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

They’ll show the map to their supporters at Oriole Health & Fitness to verify the research they’ve done, get further input, and share additional insights with them. They hope that ultimately the key players 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 'Increase revenue to $180 million' 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 .
• She specifies the executive responsible for this goal.
• Lynn specifies that COO Jo Masterson told her about this goal.
• She has a PDF copy of an Oriole Health & Fitness press release. It contains a lot of useful information relevant to this account, so she uploads it in the Attachments area.

• Lynn’s unsure of the time frame for this goal, so she’ll leave it unconfirmed for now, and create an action to check with the COO, Jo Masterson, who is one of the key players and a supporter of Lynn's.

Update a Pressure

Lynn turns her attention to the pressure called 'Revenue per outlet is flat or decreasing'.

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 Oriole Health & Fitness.

For a start, Lynn confirms that it fits into one or more of the pressure categories – Financial, 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 Oriole Health & Fitness's revenue and about the impact of this pressure on their goals.

She selects the key players who are impacted by the pressure: digital operations manager Lara King and CFO April Redmond.

April Redmond is one of Lynn's supporters at Oriole Health & Fitness, and Lynn learned about this pressure from her.

Lynn has a map showing the locations of all of Oriole Health & Fitness's health food outlets. This could be valuable sales resource, so she uploads it, and marks this pressure as Confirmed.

Update an Initiative

One of Oriole Health & Fitness's initiatives is to 'Open five new retail outlets'.

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.
• Jo Masterson told Lynn that this initiative is essential for Oriole Health & Fitness's continued success, so she flags it as being of High priority.
• Jo Masterson is the executive sponsor and shoulders the responsibility for the outcome of this initiative.
• The team found out about the new outlets from Jo.
• Lynn and her team now understand a lot about Oriole Health & Fitness’s initiative, but it’s not yet clear when the five new outlets will open or when Oriole Health & Fitness will allocate funding for the outlets. So Lynn chooses to leave the initiative as Unconfirmed for now.

Update an Obstacle

Oriole Health & Fitness 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 'Staff find software too difficult to use' obstacle.

• She adds notes about what Oriole Health & Fitness have said.
• The team have learned that Gareth Murphy, Oriole Health & Fitness's new data operations specialist, is affected by the software's difficulty. He's an everyday user of the software.
• Jo Masterson 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 Oriole Health & Fitness needs to solve, they add the solutions that could have the greatest impact on these problems, ultimately helping Oriole Health & Fitness achieve their business goals.

Lynn will add them to the solutions layer by hovering over a blank card and clicking Add Acc Solution. ("Acc" is short for "account".)

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 Oriole Health & Fitness: '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