Insight transformation

Customer & Market Insight has the potential to transform any organisation, however most Research and Analysis teams were originally set up as reactive service providers. If we want Insight to transform our organisations, we first have to transform our Insight teams. In this section we introduce the topics of transforming Insight and the Insight playbook.

You can explore this best practice territory by clicking on the tiles below to access all our guides, summaries and videos.

Many of these topics are also discussed on the Transforming Insight podcast (see epidoses 4, 8, 14, 18, 22, 27, 33 & 34).

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Insight transformation guides and videos

Transforming Insight - guide

IMP001: This Insight leader guide talks about three major developments that have created opportunities for Insight teams, and it introduces 4 key aspects and 8 best practice territories that Insight leaders and teams can use on their journey to Insight transformation

Leading Insight - guide

IMP002: (September 2022 Insight forum topic). This Insight leader guide discusses the importance of entrepreneurial leadership and introduces the Insight playbook - aimed at helping Insight leaders to develop and share ideas for managing and transforming our teams

Insight playbook - template

IMP003: In this section we provide Insight leaders with a template for the IMA's Insight playbook; a concept which we introduced in our Leading Insight guides and videos.

Shape of Insight - guide

IMP007 (November 2022 Insight forum). The IMA believes that 3 key changes have impacted on Insight in recent years, and Insight teams have adapted and evolved accordingly. This short guide summarises the key highlights from a recent IMA 'Shape of Insight' survey.

Transforming Insight - summary

IMS001: This 1-page summary highlights three major developments that have created opportunities for Insight teams, and it introduces 4 key aspects and 8 best practice territories that Insight leaders and teams can use on their journey to Insight transformation

Leading Insight - summary

IMS002: (September 2022 Insight forum topic). This 1-page summary discusses the importance of entrepreneurial leadership and introduces the Insight playbook - aimed at helping Insight leaders to develop and share ideas for managing and transforming our teams

Achievements & ambitions - summary

IMS003: (January 2023 Insight forum). We highlight how important it is for Insight leaders to reflect on their achievements and ambitions for transforming Insight at the start of each new year and present the 9Ps from the Insight playbook as a tool for structuring our thinking.

Essential Insight analysis - summary

IMS005 (May 2023 Insight forum) In recent years we've seen a huge rise in the amount of customer and market data available to our organisations, but how well have we developed and deployed our analysis capability for Insight?

Ode to a data analyst - summary

IMS006: (March 2023 Insight forum). How powerful is AI? At the London Insight forum James read a poem created by Chat GPT in 10 seconds in the style of Scottish poet, Robert Burns... Ode to a Data Analyst

AI's impact on Insight management - summary

IMS008 (July & Sept 2023 Insight forum) The conversation around adoption of generative AI is hard to avoid. But what are the threats and opportunities for Insight teams, and how will it affect our strategic thinking about each of the Insight management territories?

Transforming Insight - video

IMV001: In this video, James Wycherley discusses three major developments that have created opportunities for Insight teams, and he introduces 4 key aspects and 8 best practice territories that Insight leaders and teams can use on their journey to Insight transformation

Leading Insight - video

IMV002: (September 2022 Insight forum topic). In this video, James Wycherley discusses the importance of entrepreneurial leadership and he introduces the Insight playbook - aimed at helping Insight leaders to develop and share ideas for managing and transforming our teams

Achievements for Insight - video

IMV003: (January 2023 Insight forum). James Wycherley discusses how important is it for Insight leaders to reflect on their achievements in transforming Insight at the start of each new year, and he talks through the 9Ps from the Insight playbook as a tool for structuring our thinking.

Ambitions for Insight - video

IMV004: (January 2023 Insight forum). James Wycherley discusses how important is it for Insight leaders to look forward and think about their ambitions for transforming Insight in the year ahead, and he talks through the 9Ps from the Insight playbook as a tool for structuring our thinking.

Essential Insight analysis - video

IMV005 (May 2023 Insight forum) In recent years we've seen a huge rise in the amount of customer and market data available to our organisations, but how well have we developed and deployed our analysis capability for Insight?

AI's impact on Insight management - video

IMV008 (Jul & Sept 2023 Insight forums) The conversation around adoption of generative AI is hard to avoid these days. But what are the threats and opportunities for Insight teams, and how will it affect our strategic thinking about each of the Insight management territories?