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The five stages of a project in Relative Insight
The five stages of a project in Relative Insight
Learn about the five stage approach to managing projects in Relative Insight.
Trish Pencarska avatar
Written by Trish Pencarska
Updated over a week ago

All work in Relative Insight is organized into projects. A project typically addresses a single area of research interest and consists of one or more specific comparisons.

Every project begins with locating the relevant data sources and then defining what you are interested in learning about and why. With the right data, you will discover meaningful insights, which can be implemented in the real world to help drive your business performance.

This guide offers a framework for structuring your work in the platform and positioning your research to drive tangible outcomes.

1. Locate the relevant data

The most crucial part of starting a project will be identifying and locating those text data sources that are most likely to help you discover the insights you are hoping to find.

Consider both internal and publicly available data sources that may be relevant as well as how often they are reviewed or updated. Ensure the data is representative of the audiences or brands you are interested in and then extract it into a spreadsheet or text file.

2. Define your business question

For the next part of a project, begin with developing a clear idea of what you are researching and the motivations for doing so.

Defining who and what you are interested in learning about will help you develop comparisons. Understanding why a project is being undertaken will help focus your research on the priorities of stakeholders.

3. Upload data and build comparisons

With all the preparation completed, it’s time to set up your project in Relative Insight.

New projects can be created from the project dashboard. Use the question builder to define your comparisons before being prompted to upload the data. If you need to split out your data, switch to the Data Library view.

4. Uncover insights

After allowing the algorithms to fire away behind the scenes, the platform will produce an output of the statistically significant differences and similarities between your data sets.

This represents all the potentially important things. Then, simply extract the most relevant, interesting and actionable bits onto insight cards that convey the key themes of the research.

5. Take action

Insights take on value when something is done with newfound knowledge.

To boost the odds of your research driving results, identify the stakeholders who need to be brought into the conversation and consider the barriers that may surface along the journey towards outcomes. Taking a proactive approach will help you advocate for your insights effectively.

Download our five-stage project tracker template to help you plan your project.

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