For Learning & Development Managers ·
What you'll accomplish
Before you put a claim in a business case, you want to know whether it is true. A vendor says its platform supports skills mapping. A consultant says a framework is "industry standard." Perplexity answers a question and shows the sources it used, so you can find the vendor's own documentation and independent write-ups in minutes rather than an afternoon of searching. The answer is a lead. The sources are what you read.
What you'll need
Check before you type: A question typed into Perplexity goes to an outside service. Keep it about public information. Do not include employee names, assessment scores, your budget, a vendor's confidential pricing or contract terms, or an unannounced reorganization that explains why you are researching. "Does Vendor X's platform support skills mapping?" is fine. "Our layoff in Q2 means we need to cut LMS costs" is not. Your company's AI policy and approved tool list decide whether Perplexity is allowed for work at all.
What you should see: A single question box, possibly with options for the kind of search or the sources to use. Troubleshooting: If you are asked to sign in, follow the prompts. You can look for a sign-in or sign-up link near the top or bottom of the page.
A narrow question gets a checkable answer. Include the vendor or framework name and the one thing you want to know.
What you should see: A question that can be answered in a few sentences. Troubleshooting: If the first answer is generic, add the context: your industry, the size of your organization or the exact feature name from the vendor's sales material.
What you should see: Links to web pages, each one tied to a claim in the answer. Troubleshooting: If a link does not open or the page does not say what the answer says, treat that claim as unverified.
Decide what kind of source each one is.
What you should see: A short list of sources with a label next to each. Troubleshooting: If every source is the vendor's own marketing, say so in your notes. A business case built only on vendor claims is weaker than one with a second view.
Follow-up questions keep the conversation on the same topic. Ask for the opposing view ("What are the common criticisms of this approach?") so you do not collect only the flattering ones.
Framework background:
Explain the Phillips ROI model in plain language and link the sources. What does it require an organization to measure, and where do practitioners say it is hard to apply?
Vendor claim check:
[VENDOR NAME] claims its platform supports [FEATURE]. Find the vendor's own documentation for it and independent reviews. What limits or conditions do they mention?
Alternatives scan:
What alternatives to [PRODUCT CATEGORY] do independent reviewers compare? List them with a link to each review. I only want sources, not a ranking from you.
Contrary view:
What are the most common criticisms of [APPROACH]? Link to the sources.