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Setting up an Insights and Analytics Function a Unique Program for Start-Ups to Multinationals
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Setting up an Insights and Analytics Function a Unique Program for Start-Ups to Multinationals

4/9/2019 to 4/10/2019
When: Tuesday, April 9, 2019
8:30am - 5:00pm
Where: Union Square Harry M. Smith Conference Room
414 Mason Street
8th Floor - Suite 800
San Francisco, California  94102
United States
Contact: Michelle Winter
+1.703. 739 0696 x 115

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Join SCIP for Setting Up an Insights and Analytics Function - A Unique Program for Start-Ups to Multinationals

Tuesday, April 9- Wednesday, April 10, 2019

8:30am - 5:00pm

Union Square Harry M. Smith Conference Room

414 Mason St. 8th Floor, Suite 800

San Francisco, CA 94102


Programs and training are often geared to large multinational organizations with the capacity to hire teams of people and build functional fiefdoms. Today, many smaller organizations and startups which require the same level of skills as those used by larger companies need. In fact, often, their key competitors are the larger companies.

Our training is geared to organizations from small startups to large organizations. You will find our training is specifically geared to specific areas regardless of team size or organizational structure.


The program has three critical capabilities;

  1. A focus on startups and the special needs of small organizations –applicable to larger companies but just as valuable at any level
  2. Skill sets, functionality, and scaling to your company size and requirements – identifying the needs of your organization and designing to fit those needs
  3. Interfacing and selling ideas to executive – something every professional needs to learn


8:30am- 5:00pm

Building CI Functionality to Meet Today’s Market Dynamics

Facilitator,Erik Glitman, CEO, Fletcher/CSI


Making decisions that drive revenues are the key concern of internal and external company stakeholders. That means that decisions need to be driven by integrated insights that include perspectives on customers and the business ecosystem.

In this one-day class, attendees will learn the building blocks for a comprehensive organizational unit focused on creating competitive advantage through a decision support system based on analysis to underpin all critical decisions. This class will cover elements that are applicable to both large and small start-up organizations and for immediate implementation.


Topics include:

Developing a current state review and audit of the your organization and its insights function that leverages best practices in terms of people, process, and tools customized for the size and characteristic of attendee’s organization


Building the right skills and organization requires identifying and nurturing the high potential candidates for your organization. The activities of the effective function include integrating intelligence from diverse sources which should cover customer insights, competitive intelligence, economic intelligence, business intelligence, and attention to the STEEP components (Society, Technology, Economics, Environment, and Politics).

The definition and skill sets for an effective unit will be discussed, and the integration will be mapped to development a full-scale functionality on varying budgets. The role of vendor partners, and how to select partners who fit your culture and needs, will be covered.


Steps to Integrate your functionality into company planning cycles

Building analysis and deliverables that provide decision making power, impact, and recommendations

Building effective warning capabilities in simplistic form - Identifying the gaps to best practice

Developing your roadmap - Identifying your guiding principles and value proposition - Long term plans for sustainability and short-term plans for quick wins



Using the right analysis and communications tools to support your organization

Identifying the right analysis tool for the situation and a review of the basic CI tools (SWOT, STEEP, Four Corners, Five Forces, Strategy Diamonds

Establishing credibility with deliverables - Visualizations basics - Developing various types of deliverables

Tools and methods to promote the CI unit and identify return on investment



Attendees will engage in an interactive program to design and build an organization from start to finish for both a startup organization and a large multinational situation



8:30am - 12:00pm

CI For Startups: Building for Growth & Change

Facilitator -Ben Wunderman, Strategy and M & A, Cruise Automation



This session will highlight how competitive intelligence can drive meaningful strategic insights for innovative startups, including those that are scaling rapidly. The focus of this presentation will be on establishing a startup competitive intelligence function, the role of CI within startups, selecting affordable and useful software tools, managing CI in a ‘mobile first’ market, and making intelligence relevant to agile teams.

Key Take-Aways:

  • Strategies and techniques to ‘bootstrap CI’ at a rapidly growing startup
  • Recommendations for affordable, results-driven tools and techniques
  • Best practices for hiring and growing CI teams in startup environments
  • Blueprint for managing CI processes and expectations with Product Managers, Growth Marketers, and startup executive teams

1:00pm - 5:00pm

Delivering Value and The Challenges of Interfacing with Executive Management

Facilitator -Michael O. “Coop” Cooper, Founder Innovators + Influencers



Whether you have a seat at the executive table or not, getting your point across and framing competitive intelligence insights and recommendations to achieve executive buy-in requires careful thought and consideration of your audience. Neuro-management allows you to communicate directly to people’s brains, by-passing their personalities, and addressing their resistance to change based on their attention span, information need and resistance.


Key Take-Aways:

  • A neuroscience framework
  • A template for communicating with each brain type and teams that include all four brain types to eliminate confusion and manage individual perceptions and goals for growth and progress
  • Proven best practices and lessons learned from real world application of neuro-management


The registration fee for this two day Boot Camp program - $1495.00. Not able to attend both days, one day - $895.00
Registration fees includes all materials and testing fees and one-year membership to SCIP.

Space is limited and is expected to fill quickly. Don’t delay securing your registration. For complete SCIP University certification program details visit

SCIP does not hold hotel blocks for this venue however our members can receive a discount on hotel stays when using HotelStorm, apply password SCIP to view rates.

For information about group rates of 3 or more, please contact Michelle Winter at



Cancellation Policy: 

Payment in full is required immediately upon registration and is non-refundable. If, for any reason, you are unable to attend the event for which you are registered, and notify SCIP in writing more than 3 weeks prior to the event start date, a one-time credit will be issued for use toward registration at any other event. The credit must be used within 90 days of the original registration date and can be applied to any event scheduled up to one calendar year from the event for which you originally registered. Credits may not be transferred more than once, and all unused credit(s) will be forfeited after 90 days. Cancellation within 21 days prior to the event will incur a one time fee of $500. The remaining balance can be applied to any event up to one calendar year from the event for which you originally registered. Notification must be received by SCIP in writing. If you do not attend the event and fail to notify SCIP PRIOR to the event, no credit will be issued. Every effort is made to ensure that the speakers noted in this brochure are present, but changes beyond SCIP's control may occur.

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