Managing Organisations in StratNav

Organisations are an important type of Stakeholder within StratNav.

They can serve many purposes. For example, they can be:

• Competitors
• Partners or Suppliers
• Customers or Distributors, or
• Other organisations.

How to add Organisations to your strategy projects

There are a number of different ways to add Organisations to your projects.

In the Stakeholders section

To add an organisation, Select Governance, then Stakeholders from the main menu. Select Organisations from the selector at the top of the screen.

From the Business Model Canvas

You can add Organisations in the Key Partners section of your Business Model Canvas (or the Suppliers section of the Enhanced Business Model Canvas)

From the Competitor Analysis section

You can add Organisations which are Competitors in the Competition Section.

Select Analysis, then Competition on the main menu. Select Competitors on the Selector at the top of the screen which opens up. Click the + (plus) button next to Competitors to add a new Competitor.

By linking to another element of your strategy

You can link an existing or a new Organisation to most elements of your business strategy, such as Strategic Insights, to Process, Goals, Meetings, etc.

When editing another element of your strategy, scroll down to the Do Next section and click "Add Organisations related to this...".

Start typing the name of the Organisation in the input box which opens up. If there are existing Organisations which match, you can click on one of them to link to it, otherwise finish typing the name of the Organisation and press Enter to add it.

Adding details about Organisations

You can capture the following information about Organisations:

1. Name: The name of the organisation.
   
   
2. Type: The type of Organisation, as in Competitor, Partner/Supplier, Customer or Other Organisation.
   
   Note, that the type of Organisation will impact what other information you can capture about the Organisation. This is especially true of Competitors. For Organisations that are competitors, you can also choose whether you want to display the organisation on the Strategy Canvas. Competitors also include scores and explanations of how well they perform against the identified Competitive Factors.
   
   
3. Description: A free-form formatted text description of the Organisation.
   
   Our inbuilt StratNav AI can write a context-sensitive description of the organisation for you. 
   
   
4. URL: A URL identifies the exact organisation you mean, removing any ambiguity inherent in name alone. StratNav also uses the URL to automatically retrieve the icon for an organisation if it has correctly identified one on its website.
   
   If you don't know the URL, click on the Arrow Icon next to the URL input and StratNav will initiate a Google Search to help you find it. Once you've entered the URL, clicking on the Arrow Icon next to the URL input will take you directly to that URL.
   
   
5. Acronym: Scroll down to "Do Next" then click "Add an acronym for this organisation" to add an acronym. StratNav allow you to refer to Organisation by either Acronym or Name.

Linking Organisations to other elements in your strategy

You can link Organisations to a wide range of other elements in your strategy. For example:

1. People: who work for the organisation, or are otherwise associated with it. For example, you could indicate:
   1. key contacts at a major supplier or client.
   2. team members who are responsible for doing competitor research on a competitor.
2. Groups: to which the organisation belongs. For example, you could link an organisation that is a customer to the customer segment or competitor category to which it belongs.
3. Insights: related to the organisation where the organisation is the cause, beneficiary or an exemplar of the insight.
4. Actions or Initiatives: which are about or which involve the organisation. The could be to help you research the organisation or change your relationship with it 
5. Processes: in which the organisation plays a role.
6. Goals or Objectives: in which the organisation plays a role as a performer or a beneficiary.
7. Meetings: at which the organisation was discussed.
8. Files: either produced by the organisation or which contain relevant information about the organisation (such as a proposal, or some market research).

To link any of these elements, scroll down to "Do Next" and click the appropriate action.

Researching and staying up to date with Organisations

Using News Search and the Bookmarklet

If you click on the 'newspaper' icon to the immediate left of the Organisation's name, StratNav will initiate a Google News search for that organisation.

You can then use the Bookmarklet feature to link any interesting news back to the Organisation in StratNav.

Using News Hound

News Hound continuously searches for news about an organisation, summarising key stories and explaining their potential strategic implications for your organisation.