Setting Up Your Organization Data

The quality of your strategic plan depends heavily on the organizational context you provide. This guide explains each data section, what to enter, and how the AI uses it during planning.

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Accessing the Organization Page

Click your organization name in the navigation bar, or go to Organization from the dashboard. The organization details page has seven tabs, each covering a different aspect of your business.

Tab 1: Overview

Basic information about your organization:

• Name — Your company or business unit name
• Industry — Helps the AI tailor advice to your sector. Be as specific as possible (e.g., "B2B SaaS - Healthcare" rather than just "Technology").
• Description — A brief overview of what you do, your market position, and your history
• Mission Statement — Why your organization exists
• Vision Statement — Where you are heading
• Core Values — The principles that guide your decisions
• Address — Physical location (US format with street, city, state, ZIP)

Tab 2: Organization Chart

Add your key team members to build an org chart:

• Name — Full name
• Title — Job title
• Department — Which department they belong to
• Reports to — Select their manager to build the hierarchy
• Level — Seniority level
• Responsibilities — Key responsibilities
• Skills — Core competencies

How the AI uses this: Understanding your team structure helps the AI recommend realistic implementation plans and identify capability gaps during the ALIGN phase.

Tab 3: Products & Services

Add your product lines and service offerings:

• Name — Product or service name
• Category — Product category or line
• Description — What it does, who it serves
• Target Market — Who buys it
• Revenue Contribution — Percentage of total revenue
• Lifecycle Stage — Introduction, growth, maturity, or decline
• Strategic Priority — How important is this product to the future?

How the AI uses this: Product data informs industry analysis and competitive positioning. The AI can identify which products are strategic assets and which may be candidates for divestment.

Tab 4: Competitors

Add your competitive landscape. For each competitor, enter:

• Name — Competitor company name
• Type — Direct, indirect, or substitute competitor
• Threat Level — Low, medium, or high threat
• Market Position — Leader, challenger, follower, or niche
• Strengths — What they do well
• Weaknesses — Where they fall short
• Key Products — Their main offerings
• Competitive Advantages — Why customers choose them

How the AI uses this: Competitor data is central to the LEARN phase (competitor analysis area) and the FOCUS phase (defining your differentiation). The AI references competitors by name and compares their strengths to yours.

Tab 5: Key Customers

Add your most important customers or customer segments:

• Name — Customer or segment name
• Company — Company name (for B2B)
• Type — B2B or B2C
• Segment — Customer segment
• Annual Revenue Contribution — How much they contribute
• Primary Needs — What they need most
• Pain Points — What frustrates them
• Unmet Needs — Needs nobody is addressing well
• Buying Criteria — How they make purchase decisions
• Strategic Importance — How important this customer is to your future

How the AI uses this: Customer data drives the LEARN phase customer analysis. The AI surfaces customer needs, identifies patterns across segments, and highlights unmet needs that could become competitive opportunities.

Tab 6: Financial Statements

Upload or manually enter financial data:

• Statement Type — Income statement, balance sheet, or cash flow statement
• Fiscal Year — The year the statement covers
• File Upload — Upload PDF, XLSX, or CSV files
• Key Metrics — Revenue, total assets, EBITDA, net income, and other metrics can be entered manually

If you upload a file, the system will attempt to parse key metrics automatically. You can always enter or correct them manually.

How the AI uses this: Financial data grounds the "Own Realities" analysis in the LEARN phase. The AI can identify revenue trends, margin pressures, and financial strengths or weaknesses. Multi-year data is especially valuable for trend analysis.

Tab 7: Business Processes

Document your key business processes:

• Name — Process name
• Description — What the process does
• Category — Core (directly creates value) or Support (enables core processes)
• Owner — Who is responsible (select from org chart)
• Performance Indicators — How you measure process performance
• Current Performance — How well the process is performing
• Automation Level — How automated the process is
• Pain Points — Current problems or bottlenecks
• Improvement Opportunities — Where you see potential for improvement
• Strategic Importance — How critical this process is to the strategy

How the AI uses this: Process data informs the ALIGN phase and execution planning. The AI can identify processes that need to change to support the strategy and recommend specific improvements.

Best Practices

1. Start with what you know. You do not need to complete every field. Start with the basics and add detail over time.
2. Prioritize customers and competitors. These have the most impact on planning quality.
3. Add at least 2-3 years of financials. Trends are more valuable than single-year snapshots.
4. Be honest. Inflating strengths or hiding weaknesses leads to flawed strategy.
5. Update regularly. Organization data should evolve as your business changes.