HyperIntelligence: What card template should you choose?
Have you been keeping up with HyperIntelligence?
With the 2019 release, Strategy launched HyperIntelligence that deploys contextual insight to any website or mobile device. Whether you’re in Salesforce looking at reports, or scrolling through the New York Time site, HyperIntelligence helps users across the enterprise get the answers they need all in one place—no clicks required.
As we expand our HyperIntelligence product family, our development team has curated multiple different HyperIntelligence card templates to showcase your data. With all the multiple different options, the question is then, Which card template do I choose in order to showcase your critical KPIs and company information? No worries! We have you covered.
Get Started with Templates
All of the card building is completed in Strategy Workstation. Before starting to build your card template of choice, ensure all of your datasets are uploaded as Intelligent Cubes within the given project. Feel free to upload the datasets on Workstation, Web, or any of our authoring interface—regardless, the Cube will appear in the Datasets pane of Workstation.
Tip: Remember that you might want to create a multi-form attribute for your keyword in order for multiple forms to appear in the header of the card. For example, you might create a multi-form attribute for an employee using the forms: Name, Title, and Email. For Profile cards, you may also add an image to the multi-form attribute. Check out the video below to learn more about multi-form attributes.
For more information about building cards, check out this Strategy article.
Once within Workstation, find the specific dataset you want to choose for the card.
Tip: Use the “Sort By” feature to sort the datasets by Name or Date Created.
This makes it easier to find exactly what you are looking for, especially if you have many datasets.
Amazing—we just want to check-in and make sure you’re still following along.
If not, go get a quick cup of coffee and then return to the screen, because we are getting to the good stuff!
Choosing your card template
The next step in building your HyperIntelligence card is choosing a template.
To choose from the different card templates, select the Change Template option on the right-hand side of the Card Editor screen.
A total of three card options will appear as options.
With 2019 Update 2, you now have a selection of three different card templates:
Basic Cards
The Basic card template is our default template—it is the most standard and basic template for HyperIntelligence. This specific template provides a header, various cells for attributes and metrics, and the option of a footer for more space. Many times, you might put biographical information or a short summary within the footer of the card. Though the basic template doesn’t have charts or ring widgets, it provides the information users need to make decisions at a fast pace.
One thing unique to the Basic card template is the ability to showcase multiple different attribute forms within the header. For example, here we have a multi-form attribute for the company keyword. The Company Name is the ID and main title, but we were also able to showcase the location of Headquarters and name of the CEO—making the most of the header space and providing more insights for the end user.
A few use cases for Basic Cards
Tip: When you want to change the card template, return once again to the Change Template. Then, Choose Change in the message window.
Profile-Ring Cards
The Profile-Ring template was released with Update 1. The Profile-Ring template introduced our list view and ring widgets. The Profile-Ring choice provides for a header, list view rather than boxed cells, ring widgets for easy-to-view metrics and percentages, and an optional footer. The ring widget enhances metrics such as Revenue % Change YOY, or even different employee performance metrics. Across the industries, charts allow for easy visualization of progress or KPIs across the enterprise. It saves end-users the time of reading through all cells.
Note: Images for Profile templates can be hosted on a local server or the Library Server.
When adding images to the Profile-Ring card for individual use, we use the following steps for images:
The benefit of using the Profile-Ring card is that you have a very clean card outline. The list view enables easily readable information from left to right. Compared to the cells in the Basic template, the list view enables end-users to more easily read all of the information. The card charts, or “ring widgets” as you might hear them referred to, are unique to this template and allow you to easily view main metrics. The Profile-Ring card enables the perfect combination of displays.
A few use cases for Profile-Ring Cards
Profile-Matrix Cards
The Profile-Matrix template is the latest card released in Update 2. The Profile-Matrix was specifically developed for an employee or individual profile. The Profile-Matrix template capitalizes on the combination of boxes cells and the list view, as well as an optional footer section. This enables card creators to input text-heavy attributes, as well as a number of metrics within different sections—increasing the style points and overall card readability.
For example, with a Profile-Matrix card, you may want to view certain information that is best suited for the list view, such as an email address, Slack link, or phone number. In combination with the text attributes, you will want to see in-depth KPIs on the employee. These KPIs are generally in the form of numbers or percentages, fitting nicely within the cell space. This card is perfect to obtain the most employee information all in one place.
The benefit of using the Profile-Matrix card is the ability to separate attributes and metrics clearly into two separate spaces. This allows you to present more information than either the Basic or Profile-Ring templates without overwhelming the end-user. The end-user can easily review the list information first and cell information second, or vice versa.
A few use cases for Profile-Matrix Cards
Quick Challenge: How would you use HyperIntelligence?
Do you have an interesting case for HyperIntelligence Cards? How would you leverage HyperIntelligence? Here on the product development team, we are always interested in how our customers are using the product. Let us know here. The best cases may just be featured on the Community site!
Style the card for optimal visibility
Now that you have the information you need to choose the card template, make choose an optimal design and style it to align with specific brand standards.
Here’s some quick style tips:
Think about adding Dynamic Links to the card
Within the header of the card, try out using a dynamic link. These dynamic links enable you to drive engagement with other applications across the board. With dynamic links, you are able to go to more specific application pages tailored to the keyword of the card.
For example, let’s say you have a card for all the clients at your consulting company. Each card shows the historical client data, current project number, project location, client contacts, and all of the team members staffed on the project at the moment. The dynamic link of the card ties to a unique Salesforce account for each individual client—saving you time and brain power to focus on how to turn the data into action. Check it out!
Once the card is designed and ready-to-go, the last step in card creation is to ensure the card is certified in Workstation.
To certify your card, follow these final steps:
Be ready for more updates coming soon
All this and we’re just getting started! Stay tuned for more information about HyperIntelligence products in the upcoming releases and updates. In the meantime, check out our product documentation pages to help you answer any questions you might have!
