Where does one begin when creating an Organization?

Creating an Organization in Medallia begins with establishing the Category. The Category serves as the foundational classification for your organization, grouping similar units under a broader theme or type. This is crucial because it defines the overarching structure of your organization and ensures that all subsequent elements align under a coherent framework.

Once the Category is in place, the next step involves defining the Unit Group. This encompasses various Units that operate under the same Category, facilitating a more organized and manageable system for tracking and analyzing data. The Unit Group helps streamline reporting and ensures that related Units can be grouped for measurement and feedback purposes.

Finally, you create the individual Units within that Unit Group. Units represent the specific entities (such as departments, teams, or locations) that contribute data and insights relevant to the Organization's goals. By establishing the Category first, followed by the Unit Group, and then the Units, you create a logical hierarchy that enhances functionality and clarity within the overall structure of the Organization. This systematic approach is vital for effective data management and organizational reporting in Medallia.