Ai Generated Home Briefing
CB Insights personalized briefing is the go to source for executives to always stay on top of the latest trends in the markets they care about, on the companies they compete with, and why it matters to their organization. With the power of AI, personal briefing performs the work of a team of analysts by collecting and parsing hundreds of thousands of data points everyday to maintain a comprehensive view on the key themes and events since they last logged into CB Insights.
Problem
“My biggest fear is that I missed something. I don’t have the daily bandwidth to go through endless data sources just to stay on top of everything and it’s costly to outsource that to management consultancies,” says Andrew Bolwell, Head of HP Ventures.
Team
Trio
Nectar (Senior Product Designer)
Product Manager
Engineer Manager
Collaboration
Intelligence Unit Team
Customer Success Team
Engineer Team
Timeline
2 months (MVP)
User Stories
As a customer, I want to stay on top of competitors and partners.
As a customer, I want to source the right companies for the services they offer.
As a customer, I want to be aware of trends.
As a customer, I struggle with information overload.
As a customer, I fear of missing out or appearing uninformed to my colleagues.
Discovery
[User Interviews / EAP sticky notes]
Visa interview.
”xxx”
”xxx”
HP Interview
”xxx”
”xxx”
takeaways
Users value customization and providing feedback. The wow factor that I will get events surfaced due to my interests and user activity is great, but what if I was focused on one industry, and now I’m onto the next?
I have 8 newsletters I’m subscribed to, how does this differ than the rest?
It would be amazing if you can surface trends analysis, that’s something that is missing.
How can I quickly share this insight to a colleague?
How can I access this information without having to log in to my CBI account?
requirements (MVP)
Quick to (no) onboard
Personalized summary for users to quickly digest
Events that happened within the past 24 hours
Events surfacing why that event matters to that user.
Ability to provide feedback to users whether that event was relevant to them
Email
Ideate
[lo fi wireframes]
[user flow]
Building the perfect personal briefing
Skimm-ability: With users ingesting so much information daily, users seek to have content that is ingestible, and showcases enough information for the user to decide whether to dive into the event or more.
Suggestions / Recommendations. Should there be a difference with content a user chose vs suggested or recommended content?
Could we produce a feed for more user engagement?
[Matrix]
[prototype on Figma]
[recording of product]