This article will guide you through Creating teams and structures, Gathering Data, Monitoring Responses, and Performing Analysis.

Prerequisites

Before you can perform any of the tasks below, you will need to open up a Comparative Agility account.

Step 1 — Create Structure or Create Team

If you want to get started right away, you can click Create Team to establish a team and get started collecting data. You can then move straight to Step 2.

To learn more about how to create a team or structure, please visit our Help Center article Creating structure.

If you’d like to organize your structure and set up your teams before you start collecting data, click on Create Structure to create a Parent entity. You can then add layers from here to mimic your organizational structure, depending on how your organization is set up (value stream, simple hierarchy, geographic split, etc.)

Because organizational designs evolve over time, you don’t have to have your organizational structure figured out upfront – you can make changes to your structure along the way as it makes sense. The main benefit of managing your Structure is that it helps you perform insightful and unique analyses once the data is collected.

Whether you start by establishing teams right away or creating a supporting structure to organize your data, the number of teams you can create depends on the plan you have. Upgrade your plan to add more teams.

In the short video below we show you how to create a structure and team

Note: The number of Teams does not count against your allocation until they have received data. In other words, if you have created three teams, and only two teams have received responses, you have now “used” two teams, even though you have technically created three teams.

Step 2 — Collect Survey responses

To gather user data, click the Add a Capability button and choose the Capability you want to measure by checking the check box then click Add Capability. Share the assessment with your team by choosing between the options that Comparative Agility offers.

To learn more about collecting survey responses, please visit our Help Center article Sending Surveys.

Team members will open the URL, respond to the survey and the data will be associated with the corresponding Team as defined in your structure. Collecting the data by Team will enable you to perform a variety of analyses later across multiple Capabilities.

The short video below shows you how to collect survey responses

Step 3 — Monitor the Number of Responses

Since the quality of your analysis relies on a robust number of responses, we recommend that at least 60-70% of the people on a given team respond to the survey before performing the analysis.
You can easily see the date and the number of people who responded to a given Survey under the Team name. By sending a “reminder”, only the people who have NOT responded will be given a prompt to respond to the survey.

Note: Sending reminders feature is available if you use the option Use our email system to invite teammates to share the survey.

To learn more about sending reminders, please visit our Help Center article Notification History feature.

In the screenshot below we show you where to find the number of responses

Step 4 — Conduct Analysis

When you have captured an appropriate number of responses, you’re ready to Perform Analysis.

• Head to the Analysis screen
• Start by selecting the Capability from which you’d like to perform an analysis 
• Select the team  – or aggregation of teams – on your left side and compare it to a relevant dataset on the right side of the screen
• Type a meaningful name for the report (for instance, “Team 1 vs CA World Index”) and then click on Create in the upper right part of your screen
• You can now see the Report

To learn more about how to conduct analysis, please visit our Help Center Performing Analysis.

Note: Depending on the insights you’re looking for, there is a near-limitless number of analyses you can run. The more Teams and Capabilities you have gathered data about, the more types of insights you can generate.

The short video below shows you how to conduct an analysis

If you ever need any assistance or have any questions please reach out to our support team at support@comparativeagility.com and we will be more than happy to assist you.