Use case · Relationship prioritisation

Several reasons to reach out, one shared priority.

Bring together people appearing in several use cases to organise contacts and coordinate your teams’ work.

Bring together people appearing in several use cases to organise contacts and coordinate your teams’ work. Coordinate interventions around the same relationship.

Portfolio workflow →Explore a market →Decision support with AIDEE →

What DNA brings together

Overlapping use cases

A person may be involved in succession, a commercial opportunity and a risk review.

Cross-use-case view

The action plan lets teams examine people and tasks beyond a single use case.

Team judgement

Priorities and supporting reasons provide a starting point for the next contact decision.

What your team gets

A view of priority people and their reasons for contact
Use cases associated with each relationship
Actions to assign and track in the Kanban
A file to share context before contact

A coordinated contact plan

Coordinate interventions around the same relationship.

Ranking supports the manager’s judgement. It does not replace relationship knowledge or team constraints.

**DNA: people ranking and contact reasons**
The people view brings priorities and contact reasons together to prepare next actions. Displayed values are fictional.
DNA interface · illustrative scenario: fictional names, amounts and volumes.

AIDEE

Explore the results with your assistant

In your portfolio, AIDEE helps you explore people and results, then access the relevant views. For example:

« Which people have the most reasons to review? »

Discover AIDEE →

When to use it

Coordination creates value too: bringing reasons together helps avoid fragmented outreach and prepare a more complete conversation.

Questions about this use case

What information does DNA bring together?

A person may be involved in succession, a commercial opportunity and a risk review. The action plan lets teams examine people and tasks beyond a single use case. Priorities and supporting reasons provide a starting point for the next contact decision.