Planting the CI Seed: Growing a Competitive Intelligence Program

About FIS Headquartered in Jacksonville, FL World’s largest global provider dedicated to banking and payments technologies Serves more than 14,000 clients in over 100 countries Employs more than 32,000 people worldwide 2

So, you’ve been tasked with developing a CI program for your organization with limited resources and even less guidance: WHAT DO YOU DO? Don’t Panic! Plan Prepare Execute BE FLEXIBLE Key Take Aways: Examples of how to work with each user group to improve content Ideas to drive adoption and increase utilization of the program How to become an influencer in creating and shaping organizational strategy 3 Dilemma

Getting Started Identify Links to CI Gain Intelligence Champions (User Groups) Conduct Intelligence Needs Assessments Deliver Early Wins Executing Internal Intelligence Network (IIN) Internal Marketing Don’t Wait for Perfection Make Recommendations Methodologies 4 Agenda

Identify links to CI How and where will your CI program be used (to start)? Who will be your internal clients? (User Groups) What competitive insights will they need? Gain Intelligence Champions Help you navigate throughout the organization Conduct Intelligence Needs Assessments Define the scope of your program Important: You must thoroughly understand the business! Deliver Early Wins Key Competitor Analyses or SWOTs Consistent flow of relevant, valuable* intelligence 5 *Value is determined through the Intelligence needs assessment – ASK THEM WHAT THEY WANT! Getting Started

6 Sales Managers & Sales Reps Sales Directors & Sales Managers Sales VPs & Sales Directors Training for new best practices and information collection Intelligence generation and competitive follow-up Intelligence briefings and corporate level decisions Monthly Intelligence Meetings User Groups drive the content for deliverables CI User Groups

Getting Started Identify Links to CI Gain Intelligence Champions (User Groups) Conduct Intelligence Needs Assessments Deliver Early Wins Executing Internal Intelligence Network (IIN) Internal Marketing Don’t Wait for Perfection Make Recommendations Methodologies 7 Agenda

Build an extensive Internal Network (IIN) The most important part of your program — People! 80% of the information you need resides within your own company Achieve results on a shoestring budget Continuously be working to expand your network Internal Marketing All communication is branded Logo, promotion Perfection is an illusion Launch your program and refine as you go Tap into engaged internal resources while they’re “hot” 8 Executing

Provide Recommendations Present findings with recommendations for action Share the Glory People love to be recognized for their contributions Makes them look good to their managers Assures ongoing contributors to your program 9 Executing continued

Drive Adoption and Increase Utilization Share wins and the value they create to gain acceptance/credibility with other groups Build on each new addition you add to your CI coffer Foster and then nurture a Competitive Intelligence Culture Become an educator of the CI process Roadshow – Training & awareness – Be visible /accessible Become influencers in creating and shaping Organizational Strategy 10 Executing continued

Getting Started Identify Links to CI Gain Intelligence Champions (User Groups) Conduct Intelligence Needs Assessments Deliver Early Wins Executing Internal Intelligence Network (IIN) Internal Marketing Don’t Wait for Perfection Make Recommendations Methodologies 11 Agenda

Identify Links & User Groups Gain an Intelligence Champion (or two…) Conduct Needs Assessment Develop your IIN Internally market your program Don’t wait until it’s perfect…. Look for opportunities to expand your program 12 Methodology

Key Take Aways Examples of how to work with each user group to improve content Ideas to drive adoption and increase utilization of the program How to become an influencer in creating and shaping organizational strategy 13 Wrap Up

14 Contact Information Kris Slaboszewski Thank you!