Introducing Insights: The Risk Assessment Tool for Strategy Leaders

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What is Insights by Elate?

Insights is a powerful new feature that empowers Strategy and Operations Leaders to maximize their plan’s potential. By automatically surfacing risks and key indicators, Insights enables proactive adjustments that keep your team on track to achieve your goals.

Why did we build Insights?

Strategy and operations leaders face a significant challenge: identifying potential risks and blockers within their strategy before they become costly setbacks.

Many organizations build large, complex plans—often scattered across spreadsheets, powerpoints, and docs, with outdated data. This fragmentation makes it nearly impossible to dive into your plan and spot areas of weakness. 

Where do you even start? 

And how can you make sense of information that hasn’t been updated in… how long? 

The result? 

A reactive approach to strategy execution. What was once a manageable risk is now an off-track objective. A costly setback that could have been avoided, but now demands time and resources to correct.

With Insights, you’ll experience a healthier, more connected strategy. It’s a powerful feature that boosts your success rate so you can hit your operating plan.

That’s the power of Insights.

How does Insights work?

To uncover risks before it’s too late, we need to solve two common problems: disparate plans and outdated data. That’s where Elate steps in, offering a centralized view of your strategy with real-time performance data.

Automatically Surfaces Risks

Insights alerts you when new risks emerge in your strategy, so you can take proactive steps to address issues before they escalate. Risk thresholds are customizable to align with your strategic plan, giving you greater control and clarity.

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Enables Proactive Action

Head to the Action Center to address risks before they impact your objectives. Make bulk updates to key objectives, enhance cross-functional alignment, and drive connectedness across your organization by sending messages to leaders across teams.

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What are the benefits of Insights?

Insights saves you hours of time spent digging through your plan for hidden risks. It does the heavy lifting, highlighting risks that might otherwise go unnoticed. Insights also fosters organization-wide collaboration, tracks the impact of your actions for continuous learning, and provides guidance to ensure your strategy is connected and progressing smoothly.

Ultimately, Insights shifts your strategy from a reactive to a proactive approach, increasing your success, and allowing you to move faster and go further.

Think of Insights as the Waze for your strategy. You’ve mapped out your destination for the year, but once the journey begins, things inevitably change. No plan looks the same from start to finish. As internal and external dynamics shift, Insights reroutes your strategy—keeping you on the most efficient path to your goals, no matter what obstacles arise.

Want to learn more? Connect with our team—we’d love to show you how Insights can be your co-pilot to success in the coming year.