Turn insights into an opportunity

An opportunity describes a customer problem or potential benefit. An idea describes a possible solution. For example, slow monthly reporting is the opportunity; scheduled exports are one possible idea.

Create an opportunity when several findings describe the same problem or benefit and the team needs to compare its value, constraints, and evidence. Keep the related findings linked so reviewers can check the customer’s words.

1. Describe the problem, affected users, and expected benefit.
2. Add the constraints and open questions that could change the decision.
3. Link the relevant insights and source evidence.
4. Compare this opportunity with others in the tree or graph.

As new findings arrive, add them to the existing opportunity. Split the opportunity when they describe a different problem.

Describe the problem in your own words, then review the evidence Zentrik proposes from existing signals and insights. Keep the links that support the claim and remove weak ones. This source trail lets another teammate inspect why the opportunity matters.

Link ideas when you have possible solutions. Use a study to answer an open question. When the team commits to a solution, promote it to an initiative for scope, tasks, and delivery. See Planning and roadmaps for the next step.