Incubate (Develop Opportunities)

Need an incubator for your riskiest projects? With our Incubate app, you can set up a pipeline for nurturing, managing, and tracking the development of projects over time, away from the pressures of a business environment. Read below to learn more about this process and how to progress through the pipeline.

Table of Contents

• Getting Started
• Site Home Page
• Pipeline Step View

Getting Started

• To get started, Navigate to the Products screen and select the Incubate app.

 

• Select Set Up Incubate Process
• Follow the steps and fill out the required information to complete the wizard.

 

Site Home Page

• Once you create your new Incubate process, you will be brought to your Incubate site home page.
• Here, you can update the site hero image, change your submission form, and more!
• For more suggested edits, refer to our Incubate App - Launch Playbook here.
• Review this list of user roles that are recommended for the Incubate app here.

Pipeline Steps View

 

• After successfully creating your Incubate App you will see that it comes with preconfigured stages and steps.  
• To navigate there, select Admin > Manage Pipeline
• For a quick recap on the overall Incubate process, refer to this process overview here.
• The Incubate app comes with the following out of the box preconfigured stages and steps:
• Discovery
• Project Submission
• Research
• Research Development
• Prototype
• Prototype Development
• Pilot
• Pilot Execution 
• Iterate
• Pilot Iteration
• Package
• Launch Project
• Archive
• Archived Projects

 

Discovery 

• Project Submission
• Once project team members drop projects into the incubation pipeline, it will be put into the "Project Submission" step first.
• There is no associated tool type configured for this step
• Incubate Pipeline Manager(s) can configure any tool type for this step if evaluation is needed before projects progress to the "Research" stage.

 

Research

• Research Development
• The only step in the "Research" stage is the "Research Development" step
• This step comes pre-configured as a "Development" tool type
• Project Team Members will receive a "Development" action items after projects are moved from "Project Submission"
• Project Team Members will have the opportunity to rate them, based on the questions configured for the "Development" tool type. 

 

 Prototype

• Prototype Development
• The only step in the "Prototype" stage is the "Prototype Development" step 
• After the "Research Development" step, Incubate Pipeline Manager(s) can chose which projects to advance to the "Prototype Development" step.
• This step also comes pre-configured as a "Development" tool type
• After a project is moved into the "Research Development" step, the configured project team members will receive a "Development" action item

 

Pilot

• Pilot Execution
• The only step in the "Pilot" stage is the "Pilot Execution" step 
• After the "Prototype Development" step administrators can chose which projects to advance to the "Pilot Execution" step
• This step also comes pre-configured as a "Development" tool type
• After a project is moved into the "Pilot Execution" step the configured project team members will receive a "Development" action item

 

Iterate

• Project Iteration 
• The only step in the "Iterate" stage is the "Project Iteration" step 
• After the "Pilot Execution" step Incubate Pipeline Manager(s) can chose which projects to advance to the "Project Iteration" step.
• This step also comes pre-configured as a "Development" tool type
• After a project is moved into the "Project Iteration" step the configured project team members will receive a "Development" action item

 

Package

• Launch Preparation
• After "Project Iteration", projects are moved into the "Launch Preparation" step
• There is no associated tool type configured for this step.
• Incubate Pipeline Manager(s) can configure any tool type for this step if evaluation is needed before projects progress to either the "Launch" or "Archive" stages.  

 

Launch

• Launch Projects
• After "Launch Preparation", projects that are launched, are moved into the "Launch Projects" step
• There is no associated tool type configured for this step.

Archive

• Archive Projects
• After "Launch Preparation", projects that are not moving forward - are moved into the "Launch Projects" step
• There is no associated tool type configured for this step. 

 

Please comment below with any questions or feedback, Happy Innovating!