Lesson 1 of 10 · 2 min
Who you are: Company Information
Set the company facts the rest of the Digital Twin is built on.
A driver tree for a bakery and a driver tree for a SaaS company should not look the same.
Digital Twin → Company Information holds Company Name, Number of Employees, Annual Revenue and Headquarters, then three tag fields: Industries, Investors and Competitors, each built by typing a value and pressing the + beside it. Company Information sits in the left navigation as its own item, grouped under Company Setup alongside Product Hierarchy, Organisation and Systems (7.2) — not as a tab inside the Driver Tree canvas itself, even though its web address happens to nest under the same path.
Gather from web, top right, fills what it can find rather than asking you to type every field. Treat what it returns as a draft — check the industry tags and the competitor list before relying on them, since a public search can miss a private company or attach the wrong competitor.
- 1The four basic fields
- 2Industries, tagged one at a time — Investors and Competitors work the same way
- 3Gather from web
ValueWorks 2026.08
Takeaways
Company Information sets the facts everything downstream in Digital Twin assumes.
Gather from web drafts the page — check it, don't trust it blind.
Industries, Investors and Competitors are tag fields, built one entry at a time.
Surfaces covered
- Company Name
- Employees
- Revenue
- HQ
- Industries / Investors / Competitors chips
- Gather from web
Micro-check
Two quick questions
Practice only — nothing here is scored or recorded.
1. You press Gather from web and it fills in a competitor that closed years ago. What should you do?
2. How do you add a second industry tag?