1. Choose the best moment, look for the opportunity and look for a strong Management support. The project must have a unique responsible and it would be interesting that this person could report the progress directly to the Management board.

2. Get information about prior experiences and know why they failed.

3. Analyze other internal processes of the company where the need of information is frequent: new product development, strategic plans, annual management plans, technological roadmaps, diversification to new business models, emerging technologies valuation, competitor research, market research, etc. From this analysis you will know what Key intelligence topics (KIT) are more continuous and transversal and what are discontinuous and departmental.

4. Select the KITs and align them with the strategy. It is better to start small and go spreading the Intelligence slowly.

5. Select the human resources devoted to the TS/CI and define the time they will have. Choosing the correct person is the most important. It is usually advisable to define different roles and responsibilities in the CI system.

6. Write down your software needs and interact with different suppliers. Benchmark the tools and choose the one that best suits your needs.

7. Train yourselves together and begin monitoring information sources with the project team (competitors, customers, technologies, markets, standards, etc.). The software provider can help you in this particular point because this type of company usually has a wide range of interesting information sources.

8. Establish the information dissemination strategies within the organization. Design the information categories, newsletters, people who are going to receive them, give access and train the readers, etc. It is important by now to have sold the project to the whole organization.

9. Establish the process indicators to monitor the consumed resources by the project. Control and review them with the Management board.

10. You must stand over the analysts that work in the content curation and make monitoring meetings. Analysts must know very clear what the goals you are demanding are.

11. It is important to establish a review period of the KIT and have direct contact with the committees/meetings where the need for information is strategic and generates a lot of value to the organization.

If you have doubts about how to launch your CI Unit and need advice, you can contact us. Therefore, you can try a professional tool like INNGUMA for free requesting a demo.