How to Use Insights
From the Prepare mode of an Assessment, navigate to the Insights page.
Insights are generated according to the selected benchmarking comparisons and use imbedded expert logic to identify key outliers. AI summaries are created for each insight using the related comments and action items from the assessment. The "AI summary" tag is used to highlight which insight descriptions have been generated using AI.
Please find an instructions box at the top of the Insights page. Click on the blue highlighted 'Instructions' to show or hide the basic steps on how to use Insights.
Insights Tab
Generating Insights
To generate Insights for a completed assessment:
- Locate the "Compare To" dropdown and select the benchmark(s) you would like to measure against. Carve Hybrid Intelligence provides comparisons to your company's standards and/or industry standards. These comparisons are also always accompanied by a comparison to CII benchmarks.
- Click Generate
The table below outlines the minimum requirements and recommended usage guidelines for comparisons against company standards, industry benchmarks, or no benchmark at all.
| Compare To | Minimum Requirements (at same stage) | When to Use |
Industry | 10+ assessments from 3+ companies | External benchmarking is preferred |
Company | 3+ published assessments | Internal benchmarking is preferred |
Industry & Company | Same requirements as above | Both are valuable benchmarks |
None | None | CII recommended ranges are sufficient |
After clicking Generate, your assessment insights will then populate on the page with a 'Last generated' date.
For more information on benchmarking data please see the following articles: Readiness Score / Readiness Benchmarks and How Company Averages are Calculated and Benchmarked.Preparing Insights for Your Executive Summary
Review Identified Outliers
- Based on the selection "Compare to" benchmark, review the generated insights and identify outliers
- The insights highlight both areas of strength (green) and potential risks (yellow, red).
- A summary statement and graph are generated for each insight
Edit Statements
- Click on the Insights title to display the underlying data; review inputs
- Altered AI summaries are denoted with an "AI Summary (Edited)" message.
Select Insights to Include in Executive Summary
- Click the toggle to the left of the Insights, turning it green and highlighting the insight in blue. This selects the insight for inclusion in the Executive Summary. Choose those that best support your summary.
Suggestion: Select a maximum of 5 insights to include in the Executive Summary.
- Click and drag the 3 grey lines at the end of each insight box to re-order in the manner which you would like to have them reflected in your Executive Summary.
- Filter your view of the selected Insights using the 'Show' dropdown at the top of the page.
An "Insights are out of date" message will appear if any further edits to the assessment are made (i.e., changing an element score or updating an action item).
Insights are out of date message
Attempting to regenerate Insights at any time will trigger a popup warning that a new generation will rewrite any changes, edits, or selections that have been made.
Once your Insights have been reviewed, edited, re-ordered, and selected for inclusion in your Executive Summary, see the Generating an Executive Summary article for steps on how to complete your summary report using Carve Hybrid Intelligence.
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