TL;DR: Maintaining context when sharing insights is critical — this should be built not just into your tech stack, but your organisational mindset too.
During the podcast conversation I shared yesterday, Jon Fukuda asked me:
"When sharing insights across an organisation, how do you maintain a thread back to an insight's origin? How do you bring all the context along with it?"
Here's my response...
"At Dualo, we approach the traceability of insights much like a food company would trace from fork to farm. Effectively, how do we move from any recommendations made alongside an insight, back to its source?
We ensure every insight — whether this has been extracted from reports, surveys, or other artefacts — retains a link to its source and, using AI, we generate a summary of each source to also preserve context.
This is key to preventing misinterpretation when sharing insights across an organisation, especially by certain stakeholders who may use insights to further their own personal interests rather than those of the business or customer.
Having the right system in place ensures integrity and enables teams to confidently combine insights across common topics — helping you to spot patterns and uncover new opportunities.
Without the traceability from insight to source, you're at risk of people making worse decisions than if you had no insights at all!"
