Competitive Intelligence (Virtual Course)

Open enrolment and in-house options available

This course provides a general introduction to the discipline of competitive intelligence (CI) research. Participants will learn how to gather information on the customers, competitors and markets they wish to contest using free, web-based tools and technologies. They will also be shown how to monitor scientific, academic and patent-related resources for insights and early warning. Finally, guidance will be provided on the use of simple analytic tools to support sensemaking and strategic awareness. The course will be delivered live over five, 3.5 hour sessions. There will be separate iterations of the course for Asian, European and North American audiences. Please select the start time (SGT, CET or EST) that suits you best.

There are currently no dates planned for this course. Register your interest for future dates or enquire about in-house options.

Course Outline

Requirements Planning

CI in Theory and Practice

  • Competing with intelligence
  • Strategic and operational considerations
  • Intelligence as a business function
  • Frameworks for CI work
  • Legal and ethical considerations

Managing Requirements

  • Target selection and scoping
  • Working with your customers
  • Managing intelligence requirements
  • Collection templates for CI professional

Automating CI Collection I

Effective Internet Exploitation

  • Working with keywords
  • Monitoring news media
  • Monitoring market and industry media
  • Monitoring customers, competitors and suppliers

Automating CI Collection II

Analysing Market and Competitor Intelligence

  • Monitoring social media
  • Monitoring patent sources
  • Monitoring regulators and other government sources
  • Expanding your intelligence source base
  • Source management: tips and best practices

Effective Online Research

  • Foundational search strategies
  • Recommended search engines
  • Working with search operators
  • Constructing complex search queries
  • Mining the deep web
  • Mining foreign language resources
  • Automating search queries

Privacy, Security and Data Exploitation

Data Management and Exploitation

  • Data management tools and techniques
  • Data triage: separating the signal from the noise
  • Organising data for competitive analysis
  • The pre-analysis checklist

Privacy and Security

  • Securing your CI activities
  • Understanding the threat landscape
  • Managing your digital footprint
  • Choosing the appropriate level of security
  • Privacy-enhancing tools and strategies
There are currently no dates planned for this course. Register your interest for future dates or enquire about in-house options.

Course Benefits


This course is intended for anyone engaged in competitive intelligence, business analysis, strategic planning or market research. It is also an excellent primer for business professionals wishing to improve their research skills.


On completion of this course, you will have the ability to:

  • Identify and manage your intelligence needs
  • Use the Lean Intelligence methodology to enhance your performance at work
  • Automate the collection of data using a custom monitoring solution
  • Improve the quality, accuracy and relevance of your search results
  • Organise data to support effective collection and analysis
  • Manage your digital footprint for improved privacy and security
  • Practice competitive intelligence legally and ethically


  • A full set of course slides and user guides
  • Templates to support requirements planning and data collation
  • Tip sheets and cheat sheets
  • An index of recommended CI tools
  • Recommended readings to support further study
  • Six months of post-course support

Course Fee

EUR 1,100


No prior knowledge of the CI discipline is needed to attend this course.

Technical Requirements

  • You will need a Windows or Mac laptop (tablet computers are not recommended)
  • Install Google Chrome. You will be required to install a range of browser extensions, so it is important that you have administrative rights to your laptop
  • Install Microsoft Office (or Open Office)
  • Install Zoom