Agency Operations

How to keep competitive intelligence from collapsing as you grow

Competitive intelligence never dies from complexity. It dies when the one person who cared about it gets busy, and nobody notices for four months.

Competitive intelligence rarely dies because a company got too big for it. It dies because of one person.

There was someone who cared. They set it up, they checked it, they wrote the summary. Then they got a big project, or a promotion, or they left.

And it stopped. Nobody announced it. Nobody decided. It just quietly produced nothing for four months, and the fact that it took four months for anyone to notice tells you something uncomfortable about how much it was being used.

The single point of failure is always a human

Every fragile CI system has the same structure at its heart. Somewhere in it is a step that says: a person remembers to do this.

That step is where it breaks. Not this week. Not next month. But on the week where three things go wrong at once, and something has to give, and this is the thing that makes no noise when it is dropped.

Everything that makes noise when dropped survives. The client email survives. The payroll run survives. The competitor check does not, because nothing bad happens immediately when you skip it, and by the time something bad does happen you have long since stopped connecting the two.

Automate the remembering, not the thinking

This is the distinction that makes systems durable.

The collection should require nobody to remember anything. Alerts fire, monitors run, the briefing gets assembled. That happens whether or not anyone is having a good week.

The thinking stays human, because it has to. Deciding what a signal means and what to do about it is the whole job and it cannot be delegated to a tool.

But the thinking only has to happen when something arrives. And something arriving is not a habit, it is an event. Events survive busy weeks. Habits do not.

Write down why each competitor is on the list

This takes ten minutes and it is the thing nobody does.

Next to each competitor, one sentence: why are we watching this company, and what would make us stop.

Without it, the list only ever grows. Someone adds a competitor in a moment of anxiety, and three years later they are still on the list, and nobody removes them because nobody knows why they were added and nobody wants to be the person who removed the one that mattered.

With it, you can prune. A competitor whose stated reason no longer applies comes off. The list stays small enough to actually maintain, which is the only reason any of this works.

The real test

Here is how to know if your CI system will survive.

Imagine the busiest month of your year. Everything is on fire. Everyone is underwater. Nobody has a spare hour.

Does anything still get produced?

If the honest answer is no, then your system is not a system. It is a person's good intentions, and good intentions have a known failure rate, and the failure always happens at exactly the moment you most needed them to hold.

Frequently asked questions

Why do competitive intelligence processes die?
Almost always because one person was quietly carrying it and then got busy or left. Nobody announced the end. It just stopped producing, and it took months for anyone to notice, which tells you how much it was being used.
How do I make it survive people leaving?
Automate the collection so it happens without anyone remembering. Write down why each competitor is on the list. If the whole system lives in someone's head and habits, it leaves when they do.
What is the first thing to fix as we grow?
The dependency on memory. Any step that requires a person to remember to do something is the step that will fail first, and it will fail silently on the busiest week of the year.
Elly
Founder, Earlist

Founder of Earlist. Writes about competitive intelligence for small agencies, founders, and freelancers.

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