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.

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.

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.

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

New projects can be created straight from the Customer Dashboard. Then, in the Data Library view you can perform all the data splits and manipulations.

The platform will produce a visualization of the key themes and trends in your data, followed by a more detailed output of the statistically significant differences and similarities between your data sets in Explore.

Simply extract the most relevant bits onto insight cards that convey the key themes of the research and bring measurable metrics to your qualitative data.

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.