Electric Vehicle Brief M&CI Methodology

In Electric Vehicle Brief we designed a methodology to gather, refine and deliver actionable intelligence related to the electric vehicle industry.

1. Sourcing: Gathering EV Information

  • Standard Sources:
    • News Outlets: Major news publications and specialized EV news sites.
    • Industry Publications: Trade journals and industry-specific newsletters.
    • Company Announcements: Press releases and investor relations pages of EV manufacturers, charging infrastructure companies and relevant technology providers.
    • Government and Regulatory Bodies: Look for policy changes, regulations and other announcements.
    • Patent Databases: To track technology innovations.
    • Social Media: Track key influencers, analysts, and companies on platforms like Twitter, LinkedIn, and YouTube.
    • Market Research Reports: Reports from firms like McKinsey, Deloitte, Bloomberg, Wood Mackenzie, etc.
  • Customized  Sources (Your Own Data): Internal reports, sales data and any proprietary information.
  • Aggregation:
    • RSS Feeds: Subscribe to RSS feeds from news sources and blogs.
    • API Integration: Utilize APIs from data providers (if available) for structured data delivery.
    • Manual Collection: For sources that are not easily automated, designate personnel to monitor and collect relevant information.

2. Processing: Extracting Actionable EV Intelligence

  • Data Annotation with EV Brief Taxonomy using Machine Learning and Large Language Model
    • Data Cleaning and Standardization
    • Tagging by Topic: Categorize stories into New Products/Services, Government/Regulatory, Production/Operations, Capacities/Facilities, Sales, etc.
    • Tagging by Location: Label content based on geographical references (e.g., USA, Europe, China, India, etc).
    • Tagging by Content Type: Classify information as News, Research Reports, Patents, Press Releases, etc.
    • Tagging by Person (Key Individuals & Executives) Use Named Entity Recognition (NER) and Knowledge Graphs to identify CEOs, policymakers, scientists and industry leaders.
  • Sentiment Analysis:
    • Determine the sentiment (positive, negative, neutral) associated with different topics and companies.
  • Trend Identification:
    • Analyze data over time to identify emerging trends, shifts in market dynamics, and technological advancements.
    • Look for patterns in investments, policy changes, and consumer behavior.
  • Summarization and Abstraction:
    • Condense large amounts of information into concise summaries and key takeaways.
  • Human Editors in Curation
    • Validate and refine AI-generated tags to ensure accuracy, relevance, and context-specific correctness. 
    • Resolve ambiguities and biases that AI may introduce, especially in complex or nuanced news stories. 
    • Enhance quality control by adding editorial insights, verifying sources, and ensuring compliance with EV Brief’s editorial standards.

3. Distribution: Delivering Personalized EV Intel

  • Segmentation:
    • Identify different audience segments (e.g., strategy, sales, product, marketing & other teams) and their specific information needs.
  • Personalization:
    • Customize the content and format of the EV Brief for each segment.
    • Filter information based on keywords, topics, and companies of interest.
  • Delivery Channels:
    • Platform: Interactive Platform that allows users to explore data and trends in a more detailed way. Options for taxonomy builder, customized dashboard, chart & visualization, etc.
    • Email Newsletter: A regular (e.g., daily, weekly) email digest of key EV information and insights.
    • APIs & Webhooks: Provide an API for users to access data programmatically and integrate it into their own systems.
    • Integrations: Integrate with enterprise tools like Slack, MS Teams, Salesforce (SFDC), or other CRM systems.
  • Feedback and Iteration:
    • Collect feedback from users on the usefulness and relevance of the EV Brief.
    • Continuously iterate on the process and content based on feedback.

Key Considerations for EV Briefs:

  • Speed: The EV industry is rapidly evolving, so it’s important to deliver information quickly.
  • Accuracy: Ensure the accuracy of the information you provide.
  • Objectivity: Present information in a fair and unbiased manner.
  • Actionability: Focus on providing insights that users can act on.
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