From Scattered Insights to Strategic Intelligence
SweetReach transforms how global teams capture, validate, and act on market intelligence. This walkthrough demonstrates the complete insight lifecycle - from field observation to strategic action.
The Challenge
What we're addressing
Current State (The Problem)
- Market insights lost in email chains and spreadsheets
- No systematic way to request specific intelligence from field teams
- Manual compilation of board reports wastes valuable time
- Stakeholders miss relevant insights due to information overload
- No feedback loop to improve insight quality
Future State (SweetReach)
- Centralized, searchable intelligence database with structured categorization
- Proactive tasking system aligns field research with strategic priorities
- Automated action tracking reports for board meetings
- Personalized topic subscriptions ensure relevant distribution
- Continuous feedback loops improve submission quality over time
The Complete Workflow
Follow the journey of an insight through the system - from capture to strategic action
1. Identify & Capture
Outreach Officers submit market insights using a structured form. They categorize each insight as Observation (general market intelligence),ITN (Information To Note - important but not urgent), or Action Required (needs immediate team response). Each insight is tagged by relevant team and topic for easy filtering.
Smart Submission Form
Submit insights with structured categorization. Choose insight type (Observation/ITN/Action), assign to relevant teams, and tag by topic for intelligent routing and filtering.
Submit an InsightManager Review System
Managers review submitted insights, provide constructive feedback to improve quality, and validate data accuracy. This ensures only high-quality intelligence reaches decision-makers.
Review Insights2. Review & Validate
Regional Managers review incoming insights from their teams. They provide feedback on submission quality, validate findings, and ensure insights are properly categorized. This quality control step maintains the integrity of the intelligence database.
Monthly Team Board Meetings
The heart of the process: where insights drive action and new intelligence needs are identified
Action Tracking
Each core team (NPD, Marketing, Supply Chain, etc.) holds monthly board meetings. The Action Tracking Report is the key agenda item - showing all insights flagged as "Action Required" for that team. Team leads review progress on previously agreed actions, update statuses, and ensure strategic responses to market intelligence.
Action Board Report
Team-filtered report showing all action-required insights. Used monthly to track progress and maintain accountability.
View Action BoardProactive Tasking
At the same monthly meetings, teams identify intelligence gaps and create taskings - specific research requests for outreach officers. For example: "Gather feedback on sustainable packaging in European markets by Q2". These taskings ensure field teams gather targeted intelligence aligned with strategic priorities agreed at board level.
Proactive Insight Tasking
Create and track research requests for field teams. Taskings are agreed at monthly boards to align intelligence gathering with business needs.
View TaskingsSubscription & Monthly Digest
Users subscribe to topics of interest and receive a personalized monthly digest. View the digest page to see curated insights and manage your topic subscriptions.
View Digest5. Personalized Distribution
Stakeholders subscribe to specific topics (e.g., "Flavor Profiles", "Sustainability") and receive a monthly email digest with relevant insights. This ensures everyone receives intelligence tailored to their interests without information overload. Users can provide feedback directly on insights to help refine future submissions.
6. Analyse Trends
Strategy Teams use the executive dashboard to identify patterns across regions, teams, and topics. Visual analytics show insight volume trends, team distribution, and status breakdowns. This bird's-eye view helps leadership spot emerging opportunities and allocate resources effectively.
Dashboard Analytics
Executive dashboard with real-time metrics, trend charts, and recent insights. Track total insights, actions required, and active taskings at a glance.
View Dashboard7. Continuous Improvement
Insight Receivers provide star ratings and feedback on what was useful or not useful about each insight. This feedback loop helps outreach officers understand what intelligence is most valuable, improving submission quality over time. The system also includes a demo feedback mechanism for stakeholders to provide input on the platform itself.
Feedback Mechanisms
Two-way feedback system: receivers rate insight usefulness (helping field teams improve), and stakeholders provide feedback on the platform itself for continuous refinement.
Provide FeedbackExplore the Platform
View the dashboard to see the complete picture of global insights.