What you will build: Choose one recurring decision and understand how the lessons fit together.
What is the Loop?
The Loop is Sopact’s method for making learning part of recurring work: collect useful evidence, analyze and review it, act on what you learn, then check what happens next. It complements the five stages used in the workflow courses. The stages help you build the collection, analysis and governance plan; the Loop explains how to keep improving that plan after it is in use.
Use this course if evidence arrives too late to influence a decision, or if your team repeatedly rebuilds the same analysis. You will develop one small workflow experiment. You do not need to adopt a second framework or complete all eight workflow courses.
The example you will follow
Fictional teaching example. A service team invites 200 eligible accounts to a monthly check-in. It receives one usable response from each of 120 accounts. Of those, 84 report that their service issue is resolved. The team wants to decide what follow-up is needed, which barriers recur and whether its collection process needs improvement.
A quick report might say “70% of customers have their issue resolved.” That overstates the evidence: 70% is the rate among the 120 responding accounts, with 60% response coverage. Nothing in these counts establishes the situation of the other 80 accounts or proves that a particular intervention caused resolution.
What each lesson adds
- Method: define the decision, collection moment and owner of the next action.
- Reliability: check counts, definitions and calculations against known cases.
- Traceability: connect the reported claim to its source and review history.
- Flexibility: adapt the method to the record and permissions your workflow needs.
- Pilot: test the plan with a small, complete cycle before expanding it.
Keep your existing workflow-course plan beside you if you have one. Each lesson improves that same plan rather than starting another project.
Where Sopact changes the work
The practical difference is keeping recurring collection, structured measures, qualitative evidence and review context connected. When an approved coding definition changes, applying it again across available responses can reduce repeated manual coding. Keeping reviewed themes beside the appropriate numbers can also reduce the effort of rebuilding joins before every question.
People still define the categories, review ambiguous interpretations and decide what to act on. A source link makes a finding inspectable; it does not make every finding correct. Use the worked checks in this course to evaluate the complete workflow, including setup and review effort.
See the qualitative and quantitative workflow, visual and illustrative effort comparison →
Begin with a decision you can influence
Write one sentence: “When we receive this evidence, this person will decide whether to do this next.” If nobody can name the next action, clarify the purpose before adding questions. Start with the methodology lesson and build from that sentence.
Watch the related explanation
Sopact Sense introduction to connected collection and analysis.