Picture this: a member wants to explore your organization’s eLearning courses. They know that information is somewhere on your website, but after clicking around, they’re still not sure exactly where to look.
Meanwhile, your new program coordinator is searching through old documents and emails to understand what needs to happen before event registration opens. Is there early-bird pricing? Do members get first access before it opens to everyone else?
In both of these scenarios, the information likely already exists. The challenge here is finding it. That’s where Organizational Intelligence comes in, which we’ll cover in today’s article. Let’s get started!
What is Organizational Intelligence?
Organizational Intelligence is a feature that turns your existing knowledge into practical, accessible guidance.
Think about how much sheer data your organization has built up over the years (and manages daily!): membership policies, program details, operating procedures, internal documents, and even staff expertise. Now, that’s a lot.
An Organizational Intelligence module brings all of this together into a shared knowledge base. Then, using its related AI assistant, members and staff can simply ask questions in everyday language and receive guidance based on what they’re authorized to see.
Users don’t even need to know where anything is stored; the assistant retrieves it for them. (Though, if you’d like, it can also point people to where the information lives. It’s all a matter of configuration.)
But what does this actually look like in practice? Let’s walk through a few scenarios.
How Organizational Intelligence Can Help Your Organization
1. It Makes Member Support More Accessible
Let’s go back to the member who’s looking for your eLearning courses. Without navigating multiple pages or contacting staff, they could simply ask your organization’s AI assistant: “What professional development programs are available to me?”
Using your approved information, the assistant outlines options and guides them to relevant resources.
The same approach works for other everyday questions like:
- What benefits come with my membership?
- How does the renewal process work?
- Where can I find upcoming webinars?
For members, this creates a much simpler starting point for getting answers and exploring what their organization offers. For staff, it means less time spent on repetitive inquiries.
2. It Helps Staff Find the Information They Need
Now, let’s look at things from the staff perspective: Imagine you’ve just taken over your organization’s annual conference. You’ve worked on the event before, but you’re not exactly sure what needs to happen before workshop registration opens.
Normally, you might dig through old documents, search your inbox, check the shared drive, or message the person who handled it last year. With an Organizational Intelligence module, you could just ask your internal AI assistant!
Using approved procedures and organizational knowledge, the assistant can:
- Lay out the relevant steps
- Explain established practices
- Identify who to contact for further clarification
This can be particularly useful during onboarding, role changes, busy event seasons, or for teams that need consistent guidance on recurring tasks. And if a question isn’t covered or needs a decision from an actual person, it can point you to the right department!
3. It Preserves Process Expertise When Responsibilities Change
Of course, not everything your organization knows is written down. Long-time staff members often carry valuable insight into how things work, why certain processes exist, which vendors and partners to contact for what, and how unusual situations are handled.
But what happens when they retire or step away for an extended period? No need to worry! Organizational Intelligence can carry that know-how forward, pairing documented procedures with reviewed staff input. That way, years of practical experience stay within reach for whoever steps in next.
Putting Organizational Intelligence Into Action
You can try a simple example right here! See the little blue orb with the speech icon in the bottom-right corner of this page? Click it and ask a question about something on our website.
That’s VM Aurora, our helpful assistant, and an example of an Organizational Intelligence module in action. Give it a try and see how a simple question can help you find the information you’re looking for!
