Company Information allows administrators to provide comprehensive context about your organization that Orion will reference across all projects and conversations.
- Go to Configuration in the left-hand navigation menu
- Select the Company Information tab
What to Include
The Company Information section is where you store global company context. This is a large text field where you can provide:
Data Context
- Data sources - Where your company data comes from
- Data pipeline - How data flows through your systems
- Update frequency - When and how often data is updated
- Data quality notes - Any important caveats or considerations
Business Context
- Company overview - Your company mission, focus areas, and goals
- Business terminology - Industry-specific terms and definitions
- Acronyms - Common abbreviations used in your organization
- Business rules - Key processes and policies that affect data
Domain Knowledge
- Organizational structure - How teams and departments relate
- Key metrics - Important KPIs and how they’re calculated
- Historical context - Important events or changes that affect analysis
- Industry nuances - Sector-specific factors relevant to your data
The information you provide in Company Information:
- Applies globally - Used across all projects and conversations for every user
- Improves accuracy - Helps Orion understand context and make better recommendations
- Enhances insights - Ensures analyses align with your business reality
- Saves time - Users don’t need to repeat context in each project
Best Practices
The more comprehensive and detailed your Company Information, the better Orion
can serve your entire organization. Update this section whenever significant
business changes occur.
