Using Adler
An Introduction to the Adler Experience.
We worked diligently to create an experience that is consistent and easy to use, but like all new technologies, some training on the basic concepts will help you get the most from Adler. Please use this guide as a reference to our experience, and if you have any questions, please do not hesitate to contact us :
support@meetadler.com
Basic Layout
Adler has three common navigational elements, the SideNav, the TopNav, and the Sidebar..
The SideNav is used for primary navigation. In the SideNav you can move between key areas of insight and actions for Adler. Each SideNav item may have optional “TopNav” elements that act as a sub-navigation.
the TopNav is only used for certain SideNav items, but has a search feature that is always available. The search feature functions the same no matter where you are in the system, and can find people by topic or keyword.
Lastly, the Sidebar provides contextual insights or actions based on the page you are on. Each page may or may not have a SideBar action.
The Basics
Adler uses specific terms throughout the experience, you can find their definitions below.
Person
A person is any individual in any view of Adler. Adler detects relevant people by assessing whether a communication is from a bot, and if you have ever corresponded to them.
Adler attempts to understand any person that it sees in your communications, and runs models on them and their communications with you. In any view, you can see a detailed view of the Person by clicking on them.
Relationship
A relationship is any interaction between two people. Adler measures relationships on a scale of 0-100, following a system similar to schools. C is fair, B is good, and A is excellent.
Adler measures relationships on a number of factors ranging from expressed emotion, to frequency of contact and indications of trust. You can see Adler’s assessment in the detailed employee view.
External Relationship
External relationships are a relationship with any person that Adler does not believe is part of your company. Each external relationship can be found in the “External” tab in the “Network” sidebar.
Adler organizes external relationships by the company they belong to. The company is named based on the email domain of the person. The company name can be changed at anytime by clicking the edit button.
Additionally, you can move people between companies or hide companies by using the dropdown on the person, or clicking the ‘x’ button respectively.
Internal Relationship
Internal relationships are relationships with people that Adler believes work with you in the same company. Internal relationships are organized by department. Since Adler doesn’t know your departments after first import, everyone is put into the “Unknown Organization” department. You can create new departments and organize people between departments by clicking the “External” tab in the “Network” sidebar.
Interests
Adler comes with a deep content mining engine that analyzes the content of any communication for keywords that you define. Adler then flags people as being high scorers in these interests for you to find mutual ground and surface new connection opportunities.
You can define an interest in the “Interests” sidebar, or change interests in the same location once created.
Please note that only you can create and edit your own interests, if another user is connected to Adler in the same company, then their interests can only be controlled by them.
Assessment
Assessments are used to package your data over a period of time into a leadership report. This report is processed through a workflow that connects you to your configured advisors and executive coaches.
Creating and working with assessments is covered in a later section in detail.
Organizing your Data
Adler gives better insights when it knows what company and department people belong to.
Organizing External People
External people need to be organized into the company they belong to. Adler attempts to pre-organize people based on their address, but sometimes additional organization is required.
To organize an External Person into a different company, you can select the new company by using the dropdown next to their name.
Organizing Internal People
Internal people are organized into departments. Adler allows you to create a department in the Sidebar, and after created - you can select the new department in the dropdown next to their name.
Prioritizing External People
Prioritizing a person makes them appear in the front of the list for their respective department or company. This is a personal preference, and this action will not affect any other users of Adler in your company.
to prioritize a person, simply click the starburst icon on their image, or click it again to un-prioritize them.
Hiding External Companies
Sometimes Adler detects companies that don’t need to be seen, such as personal relationships or older relationships. You can hide these companies by clicking the ‘x’ on the right bar of the companies name.
Hiding a company is a personal settings, and will not impact anyone else’s view in your company.
Un-Hiding Companies
Un-Hiding a company can be accomplished by navigating to the Settings SideNav and scrolling down to the section that lists all hidden companies.
Creating Assessments
Adler comes with world-class executive coaching built on a combination of organization analytics, executive coaching, and psychologist advisory.
Creating an Assessment.
The first step to working with your Advisor will be to create an Assessment. This action will trigger your advisory workflow that will compile your data, create a report, and connect you to your Advisor to review the insights.
To create an assessment, you can navigate to the “Analytics” Side Nav item and click the “Add Assessment” button. That’s it! Adler will know who your advisor is, and what type of assessment you need based on your subscription.
Working with your Advisor
When you subscribed to Adler, you selected either an executive partner plan, or a DIY (do it yourself) plan. If you are part of an executive partner plan, you will have gotten a welcome email from your executive partner that introduced them, and provides you contact details.
After creating an Assessment, your Advisor will contact you, and at any time, you can contact them using the “Schedule Call” link. Additionally your Advisor will be CC’d on the Assessment emails, so you can reply to those as well.
How we protect your data during an Assessment.
Adler was built from the ground up to take a zero touch, no personal content approach to communications insights. Adler does this by ensuring that no personal content is touched and no content is stored.
In fact - Adler doesn’t care about your content, just the nature of your communications; who you had them with, your tone, and how it changed over time.