Ai Analyst
CB Insights launches AI Analyst List Builder to help corporate strategy teams identify and discover target investments, acquisitions, or partners based on user inputs.
Clients can leverage the CBI Analyst to generate relevant company suggestions based on a set of inputted keywords and initial set of companies. The AI Analyst takes a hybrid approach looking at competitor relationships and keywords to deliver precise company suggestions.
Problem
Lengthy process to build a list of target companies.
Previously, users would build lists in the 100s of companies to target.
Process usually took users days to produce, by going through endless search results and shuffling through company profiles.
Users want to
Team
Trio
Nectar (Senior Product Designer)
Product Manager
Engineer Manager
Collaboration
Intelligence Unit Team
Customer Success Team
Engineer Team
Timeline
1 month
Business Goals
User acquisition
With the added skill to the CBI Assistant, it will provide a different pathway for customers looking to discover and find companies of interest based on what little information they have available to them. Instead of having to spend the time selecting specific search filters and looking at profiles, more users on a team can now get an AI generated list of suggested companies to consider.
User Engagement
increase activity within a team, time spent within our products
Clients no longer needs to make a CS request or wait for IU to build a custom list of targeted companies as the analyst does it for them
Provides an alternative option to advanced search that allows for companies and keywords to drive possible suggestions.
User Stories
As a customer, I want to discover companies that are relevant in the same market so that I can speed the process of due diligence.
As a customer, I want to understand who are the top companies within this market.
As a customer, I want to be able to produce materials for stakeholder presentations of target companies.
Discovery
[User Interviews / EAP sticky notes]
We conducted interviews based on our previous solution to gather a deeper understanding of what could be improved on the list building interactions.
personas
[Insert 3 personas]
Key Insights
Takeaways: Users feel that search is not intuitive, and typically go through search with an idea of the companies they want to look for. They use various programs to get insight to whether or not specific companies meet their criteria to be on a target list.
Give our wealth of data about these companies, it doesn’t solve the answer as to “why is this company better than the other?”
Design goals
How do we get this list of suggestions strong enough for users to add to target list?
How might we let users add suggested companies easily to a target list?
Ideate
[wireframes]
[flow]
[prototype]
[design system in dark mode]
[recording of product]
