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Research Methodologies
March 5, 2025
Despite AI and big data, insights remain vital. Learn how to elevate its role as a strategic copilot in decision-making for stronger business impact.
In recent years, the insights and analytics industry has faced an existential cloud. Whether it’s the rise of big data, digitization, or the proliferation of AI, each advancement seems to provoke the same question: will this render the role of insights obsolete? Drawing inspiration from Mark Twain, we would like to remind you all that “reports of our demise have been greatly exaggerated.”
However, the challenge remains: How do we elevate the role of insights to become a strategic copilot in decision-making? At Behaviorally’s Decision Precision Session, I outlined a roadmap for transforming insights into an indispensable driver of business decision-making.
The modern business landscape is inundated with data—first-party, second-party, and third-party alike. This relentless proliferation means the value of insights no longer lies in the amount of data collected but in how effectively that data is translated into actionable strategies.
The key is to identify the “insight in the datastack” and use it to scenario plan for an increasingly volatile world. While prediction is fraught with challenges, insights teams must focus on preparing organizations for numerous possible outcomes, addressing the fragmented realities of digital commerce, personalization, and highly dynamic consumer behavior.
For too long, insights teams have been relegated to the role of behind-the-scenes mechanics, tasked with ensuring research and analytics are executed flawlessly. But, powered with new tools, technologies and talents, insights need to take their rightful place in the copilot’s seat.
This co-pilot analogy underscores a pivotal transformation: insights professionals must evolve from order-takers to active navigators, bringing expertise to decision-making processes and even challenging leadership. A great co-pilot is an equal partner, anticipating risks, guiding strategy, and ensuring the success of the journey. This is where insights can truly make an impact.
To seize this opportunity, insights teams must embrace three fundamental shifts:
Insights should no longer be seen as the final deliverable. Instead, the focus must shift to how those insights drive tangible business action. Much like a co-pilot, insights professionals need to provide clear, actionable recommendations that address the “what,” “where,” and “when” of decision-making.
Generic insights no longer suffice in today’s fragmented landscape. Businesses demand precise, context-specific insights tailored to individual consumers, channels, and contexts. Leveraging AI and advanced analytics, insights leaders can now deliver the level of granularity needed to effectively influence decision-making.
Historically, insights teams have spent significant time explaining past performance. While understanding history is important, organizations increasingly require forward-looking strategies. This involves scenario planning, anticipating future trends, and preparing businesses for the road ahead.
Driving this transformation requires more than technical expertise—it demands courage. Insights professionals must:
Delegate to Technology: With effective use of AI and automation, teams can free up time to focus on landing insights into action, rather than executing research or analysis.
Challenge the Status Quo: Provoke conversations and take leaps beyond what the data says.
Own the Outcomes: It’s not enough to deliver insights; teams must take responsibility for driving business results.
Seize the Co-pilot Seat: Insights teams need to be bold and assertive in seizing this opportunity, bringing their own seat to the table rather than waiting to be asked
Effective communication is equally critical. Insights professionals need to frame their recommendations in a language that resonates with commercial leaders, focusing on tangible business impacts rather than abstract findings. The ability to influence decision-makers hinges on speaking their language – one that is grounded in market realities, budgets, and business outcomes.
Despite the availability of advanced tools, we still face constraints in terms of both capacity and capability.
Many teams are so consumed with the operational aspects of research & analysis that they lack the bandwidth to focus on driving insights into decision-making. Leaning into AI and automation can help alleviate this bottleneck.
Furthermore, the leap from execution-focused roles to strategic co-pilot positions requires a significant behavioral shift. Insights professionals must step out of their comfort zones, embrace new responsibilities, and find their voice within the organization.
There has never been a more urgent need for insights-driven decision-making. The opportunity is clear: insights teams can be the strategic co-pilots that organizations need to navigate the complex retail world and drive competitive advantage. But realizing this potential requires stepping up, embracing technology, and reimagining the role of insights within the business ecosystem.
The challenge—and the opportunity—is to seize the co-pilot seat before someone else does. Because in today’s fast-paced world, insights are not just a function; they are an imperative for success.
The future of insights lies in its ability to adapt, collaborate, and lead. By redefining their role, embracing precision, and aligning with business objectives, insights professionals can transform data into decisions that drive meaningful impact.
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The views, opinions, data, and methodologies expressed above are those of the contributor(s) and do not necessarily reflect or represent the official policies, positions, or beliefs of Greenbook.
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