diff --git a/rules/gather-insights-from-company-emails/rule.md b/rules/gather-insights-from-company-emails/rule.md index 8870cd1ef9f..0a62a73d393 100644 --- a/rules/gather-insights-from-company-emails/rule.md +++ b/rules/gather-insights-from-company-emails/rule.md @@ -28,53 +28,63 @@ The emails exchanged within your company are more than just communication tools 1. Gain insights into a company's operations -2. Detect bottlenecks +2. Detect bottlenecks (nobody likes to get blocked) 3. Better distribute workload 4. Make strategic decisions `youtube: https://www.youtube.com/watch?v=-7c6uagBBBM` -**Video: Transforming Company Data into Epic Insights✨ | Isabel Sandstroem | SSW EagleEye (4 min)** +**Video: Transforming Company Data into Epic Insights✨ | [Isabel Sandstroem](https://www.ssw.com.au/people/isabel-sandstroem) | [SSW EagleEye](https://ssweagleeye.com/) (4 min)** Emails should follow a set of [email rules](/rules-to-better-email) that make communication consistent and structured. When emails have standard format and content, data analysis is possible. ::: good -![Figure: Good example - Visual representation in Power BI highlighting the insights of 'Checked by' emails](eagleeyepbireport.jpg) +![Figure: Good example - I can see that Uly checks more emails than anyone else](eagleeyepbireport.jpg) ::: -## Process +## Actionable insights -The EagleEye process for interacting with Outlook (in Microsoft 365, formally Office 365) is as follows: +Collecting data is great, but if you're not creating actionable insights, you're missing out on the real value. Here are some examples of actionable insights you can gain from analyzing company emails: -1. **Data Collection** - Extract data from Outlook using Microsoft Graph API -2. **Data Transformation** - Transform the data into a format that can be used in Power BI -3. **Data Visualization** - Display the data in Power BI reports +### Workload distribution -![Figure: SSW EagleEye process for interacting with Outlook](ssw-eagleeye-architecture.png) +Through analyzing company emails, one can assess whether tasks and responsibilities are allocated evenly across teams. Some rules capturing these emails: -## Architecture +- [Do you create a Sprint Review/Retro email? | SSW.Rules](https://www.ssw.com.au/rules/sprint-review-retro-email/) +- [Teamwork - Do you manage up? (Give a recommendation)](https://www.ssw.com.au/rules/do-you-manage-up/) +- [Do you escalate key updates and deliverables?](https://www.ssw.com.au/rules/escalate-key-updates/) -The SSW EagleEye architecture for interacting with Outlook is as follows: +### Project management -1. **Trigger** - Daily. -2. **Data Collection** - Container App Job pulls email via the Microsoft Graph API for the previous day +Email analysis can reveal insights into project timelines, milestones, and communication patterns. Some rules capturing these emails: -**Note:** Only users in a specific group are processed. +- [Do you create a Sprint Review/Retro email? | SSW.Rules](https://www.ssw.com.au/rules/sprint-review-retro-email/) +- [Teamwork - Do you manage up? (Give a recommendation)](https://www.ssw.com.au/rules/do-you-manage-up/) +- [Do you escalate key updates and deliverables?](https://www.ssw.com.au/rules/escalate-key-updates/) -3. **Filtering** - Filter out emails that don't match a set of rules matching email for business processes using recipients, subject, or body -4. **AI** - We use AI to assist in categorization of emails via semantic kernel and Open AI -5. **Data Persistence** - Store the data in a Azure SQL database -6. **Data Visualization** - Display the data in Power BI reports +### Sales -![Figure: SSW EagleEye architecture for interacting with Outlook](ssw-eagleeye-architecture.png) +By examining email exchanges with clients and trends in customer enquiries. Some rules capturing these emails: -## Actionable insights +- [Do you schedule a follow-up meeting after a Spec Review?](https://www.ssw.com.au/rules/schedule-followup-meeting-after-spec-review/) -Collecting data is great, but if you're not creating actionable insights, you're missing out on the real value. Here are some examples of actionable insights you can gain from analyzing company emails: +### Finance + +Finding engineers that talk time frames and $. Some rules capturing these emails: + +- [Office environment - Do you know how to get approval for a purchase?](https://www.ssw.com.au/rules/purchase-please/) +- [Budgets - Do you monitor your costs in Azure?](https://www.ssw.com.au/rules/azure-budgets/) + +### Meetings + +Finding people that have efficient meetings. Some rules capturing these emails: + +- [Appointments - Do you know to throw it in their calendar?](https://www.ssw.com.au/rules/appointments-throw-it-in-their-calendar/) + +### Communications + +So many problems in business come down to a lack of clear and effective communication. Some rules capturing these emails: -- **Workload distribution** - Through analyzing company emails, one can assess whether tasks and responsibilities are allocated evenly across teams. By pinpointing areas where workload is disproportionately heavy or light, it's possible to redistribute tasks more equitably, minimizing burnout and optimizing productivity. -- **Project management** - Email analysis can reveal insights into project timelines, milestones, and communication patterns. Identifying inconsistencies or delays in project-related correspondence allows for timely interventions, ensuring projects stay on track and resources are efficiently allocated. -- **Sales** - By examining email exchanges with clients, trends in customer inquiries, preferences, and feedback can be uncovered. This analysis enables the tailoring of sales strategies to better meet customer needs, improve engagement, and boost conversion rates. -- **Finance** - Financial communication, such as budget discussions, expense approvals, and financial reporting, can be scrutinized for insights into the company's fiscal health and spending patterns. Leveraging this information can lead to more informed financial decision-making, cost optimization, and strategic investment planning. +- [Do you send "As Per Our Conversation" emails?](https://www.ssw.com.au/rules/as-per-our-conversation-emails/)