Setting Up an Insights and Analytics Function: A Unique Program for Start-U...

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Union Square Harry M. Smith Conference Room

414 Mason Street

8th Floor - Suite 800

San Francisco, CA 94102

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Refund Policy

Refund Policy

No Refunds

Event description



Programs and training are often geared to large multinational organizations who have the luxury of hiring teams of people and building functional fiefdoms. Today, there are many smaller organizations and startups and they require the same level of skills that larger companies need. In fact, often, thei vey competitors are the larger companies.

Our training is unique because it is geared to organizations of all levels whether you hail from a small startup to a large organization. You will find our training is specifically geared to train in specific areas regardless of team size or organizational structure.

We break the program down into three critical capabilities;

  • A specific focus on startups and the special needs of small organizations – still applicable to larger companies but valuable insight at any level

  • Building skills sets and functionality and scaling to your company size and requirements – identifying the needs of your organization and designing to fit those needs

  • Interfacing and selling ideas to executive – something every professional needs to learn

Day 1 - October 10, 2018

Building CI Functionality to Meet Today’s Market Dynamics

Nanette J. Bulger, CEO & Executive Director, SCIP

Making decisions that drive revenues are the key concern of company stakeholders, both internal and external. That means that decisions need to be driven by the holistic integration of insights to understand customers and the entire business eco system on a regional basis.

In this one day class, the attendee will learn the basics of building a comprehensive functionality for their organization that will focus on creating a competitive advantage by building a decision support system that provides analysis to underpin all critical decisions. The learnings covered in this class are applicable to both large and small start-up organizations and the applicable skills outlined are suitable for immediate implementation.

Topics include;

  • Developing a current state review and audit of the your organization and its insights function

  • What is included in a best practice integrated insights function in terms of people, process and tools customized for the size and characteristic of your organization


  • Building the right skills migration and organization to support the company

  • Building an integrated function that includes integrated intelligence including customer insights, competitive intelligence, economic intelligence, business intelligence and so on.

  • The definitions and skill sets will be discussed and the integration will be mapped so as to development a full scale functionality on varying budgets


  • Integrating your functionality into the planning cycles of the organization

  • Building analysis and deliverables that provide decision making power, impact analysis and recommendations

  • Building effective early warning capabilities in simplistic form - Identifying the gaps to best practice

  • Developing your roadmap - Identifying your guiding principles and value proposition -You 90 plan and quick wins identification


  • Conducting the right analytics to support the organization

  • A discussion of deliverables that gain credibility - Visualizations basics - Developing various types of deliverables

  • Design metrics and measures in order to identify return on investment of your functionality

Attendees will engage in an interactive program where they will design and build an organization from start to finish for both a startup organization and a large multinational situation

Day 2 - October 11, 2018

CI For Startups: Building for Growth & Change

Ben Wunderman, Competitive Intelligence and Strategy Manager, Postmates

This session will highlight how competitive intelligence can drive meaningful strategic insights for innovative startups, including those that are scaling rapidly. The focus of this presentation will be on establishing a startup competitive intelligence function, the role of CI within startups, selecting affordable and useful software tools, managing CI in a ‘mobile first’ market, and making intelligence relevant to agile teams.

Key Take-Aways:

  • Strategies and techniques to ‘bootstrap CI’ at a rapidly growing startup

  • Recommendations for affordable, results-driven tools and techniques

  • Best practices for hiring and growing CI teams in startup environments

  • Blueprint for managing CI processes and expectations with Product Managers, Growth Marketers, and startup executive teams

Delivering Value and The Challenges of Interfacing with Executive Management

Michael O. “Coop” Cooper, Founder Innovators + Influencers

Whether you have a seat at the executive table or not, getting your point across and framing competitive intelligence insights and recommendations to achieve executive buy-in requires careful thought and consideration of your audience. Neuro-management allows you to communicate directly to people’s brains, by-passing their personalities, and addressing their resistance to change based on their attention span, information need and resistance.

Key Take-Aways:

  • A neuroscience framework

  • A template for communicating with each brain type and teams that include all four brain types to eliminate confusion and manage individual perceptions and goals for growth and progress

  • Proven best practices and lessons learned from real world application of neuro-management


How can I contact the organizer with any questions?

Email Michelle Winter at mwinter@scip.org with any questions.

What's the refund policy?

Payment in full is required immediately upon registration and is non-refundable. If, for any reason, you are unable to attend the event for which you are registered, and notify SCIP in writing more than 3 weeks prior to the event start date, a one-time credit will be issued for use toward registration at any other event. The credit must be used within 90 days of the original registration date and can be applied to any event scheduled up to one calendar year from the event for which you originally registered. Credits may not be transferred more than once, and all unused credit(s) will be forfeited after 90 days. Cancellation within 21 days prior to the event will incur a one time fee of $500. The remaining balance can be applied to any event up to one calendar year from the event for which you originally registered. Notification must be received by SCIP in writing. If you do not attend the event and fail to notify SCIP PRIOR to the event, no credit will be issued. Every effort is made to ensure that the speakers noted in this brochure are present, but changes beyond SCIPS control may occur.

Is my registration fee or ticket transferrable?

Yes, but we require 24 hour advance notification of any attendee changes.

Date and Time


Union Square Harry M. Smith Conference Room

414 Mason Street

8th Floor - Suite 800

San Francisco, CA 94102

View Map

Refund Policy

No Refunds

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