Getting started with Innovbook
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How to get started using Innovbook Idea Management Software. Innovbook is a service that allows organizations to quickly locate the proverbial needle in the haystack — the handful of killer ideas in a sea of mediocre ones, and to shepherd them through evaluation and onto implementation. Innovbook allows organizations to consolidate valuable ideas from employees, vendors, customers or tenants. These ideas can be categorized by association, company, or department while a manager at each level reviews the value of the idea specifically for that organizational segment.
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- 1. Getting Started
- 2. Getting Started Follow these easy steps to a more innovative
organizationelow Invite Users Create User Groups Create Categories
Record Improvements Develop Challenges
- 3. Step 1- Create User Groups User Groups are intended to
purposefully format your company to permit or protect certain
information and ideas. They organize users according to their
responsibilities and optimize the innovation process, from creation
to implementation. Responsibilities: Reviewing ideas Approving
ideas Visualizing ideas Examples of User Groups: Company Employees
Operational Management Commercial Management Operational Board
Commercial Board Customers and Partners
- 4. Step 1- Create User Groups 1. To start Select User Groups on
the left toolbar, followed by selecting Add under the User Groups
bar. 2. Next, insert the name of the group you would like to
create. 3. Select All Users tab to add users to the Commercial
Team. 4. In this case, the Commercial Team was created to group
together those directly responsible for all innovations in the
Commercial department
- 5. Step 2- Invite Users Users are the life blood of Innovbook,
and becuase of that we allow Unlimited Users. Users can vary from
employees to customers, the only requirement is an email to join.
We can invite users in 2 ways: Manual registration- Invite users to
specific groups, 1 at a time. Importing- Invite multiple users
through a CSV text file. This option is labeled Import
- 6. Step 2- Invite Users Next, select the appropriate User Group
and Role Assignment 3rd Party- vendor, supplier, client Simply
leave this space blank to register a user as 3rd party. Employee
This user is limited to the Idea Manager, Idea Drafts, and Idea
Collector features, but can also be included in reviewing and
approving. Administrator This user has full access to the tool
include adding groups, categories, users, organization settings,
and more. Owner The owner has all the Administrators permissions in
addition to viewing all the ideas created. Register Ideas for
Others This option allow that user to register ideas for those who
may not have access.
- 7. Step 3 Create Categories Categories are used to filter ideas
based on departments, services, products and projects. By
categorizing the organization we can divide responsibilities by
defining specific access, permissions and group ideas. Innovbook
allows you to register a category plan within levels. We suggest
creating a plan with the minimum number of levels, this will make
it easier for the user to create and view ideas.
- 8. Step 3 Create Categories The main category will act as the
parent, or umbrella category in which other categories can be
placed as sub-categories. You can define what users can place ideas
under the category, below: Visible to Collaborators Only visible to
direct users of the company, not 3rd party users. Visible to all
Visible to all users, including 3rd party users. whether or not
they are tied to that category. The marked field Ideas implemented
represents the ability to fully develop ideas. For example, some
categories are parent categories utilized for organization, and do
not allow for idea to be placed in those categories.
- 9. Step 3 Create Categories When registering a category, you
will define the following responsibilities: Reviewer- This
individual will filter all ideas, gather feedback, archive ideas
for later appraisal and can send ideas for approval. An optional
Reviewer Group will have same access. Approver- This individual has
similar acces with ability to approve ideas and select the
implementor. Viewer Group- This is a User Group who will able to
view existing ideas within that category. In many situations the
Reviewer and Approver is the same individual in order to expedite
the evaluation process. The main approver and reviewer must be a
member in the assigned group.
- 10. Step 4 Record Improvements In this section, you can define
the benefits and improvements this idea will focus on. In this case
there are examples of the many benefits an idea can possess, such
as: Cost Reduction Process Improvement Customer Service Improvement
Increased Revenue These expected benefits will be associated with
the idea upon registration.
- 11. Step 5 Develop Challenges Some of the challenges below can
be registered to encourage people to create ideas: Reduction of
costs and waste What actions can be taken to reduce costs and waste
Innovative products and services Which innovative products and/or
services can we develop or offer to our clients. A specific
category can be set, as well as a time frame to expedite results.
If multiple challenges are running in parallel, a specific priority
can be determined.
- 12. www.Innovbook.com Have any Questions? Contact@Innovbook.com
www.Innovbook.com