Optimize (Improve a Business Area)

 

 

Table of Contents

• Getting Started
• Site Home Page
• Pipeline Step View
• Challenge Feedback Survey

Getting Started

• To quickly recap on how to create your Optimize challenge, navigate to your apps screen, and select the Optimize app.

 

• Select Set Up an Optimize Challenge

• Follow the steps and fill out the required information to complete the wizard.

Site Home Page

• After the new Optimize challenge has been successfully created, you will be brought to your Optimize site home page.

• Here, you can update the site hero image, change your submission form, and more.
  • For more suggested edits, refer to our Optimize Launch Playbook here.
  • Review the list of user roles recommended for the Optimize app here.

 

Pipeline Step View

 

• After successfully creating your Optimize challenge, 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 Optimize process, refer to this process overview here. 

• The Optimize backend pipeline configuration consists of the following:
  • Submission
  • Initial Screen
  • Evaluation 
  • Prioritization
  • Handed Off For Implementation
  • Not Handed Off For Implementation
• Improvement Submission
• Improvement Evaluation 
• Results

 

Improvement Submission

• Submission
  • After a new Improvement is submitted, it will appear in the Improvement Submission Stage.
    • Note: No associated tool type is configured for this Step.
    • Administrators can configure any tool type for this Step if evaluation is required for an Improvement before progressing to the Improvement Evaluation Stage.

 

Improvement Evaluation 

• Initial Screen
• The first step of the Improvement Evaluation Stage is Initial Screen
• This step comes pre-configured as a "Single Scale" tool type
• Evaluators will receive a "Single Scale" action item after an Improvement is added from "Improvement Screen"
• Evaluators will have the opportunity to rate the Improvements based on the rating scale configured for the "Single Scale" tool type.

 

• Evaluation
• The next step of the "Improvement Evaluation" stage is the "Evaluation" step
• This step comes pre-configured as a "Scorecard" tool type
• Subject Matter Experts will receive and "Scorecard" action item after an improvement is added from "Initial Screen"
• Evaluators will have the opportunity to rate the Improvement based on the questions configured for the "Scorecard" tool type. 

 

• Prioritization
• The last step in the "Improvement Evaluation Step" is the "Prioritization" step
• This step comes pre-configured as a "Stack Rank" tool type
• SME's will receive a Stack Rank Action Item after an Improvement is progressed from Evaluation
• This step allows evaluators to rank the improvements before they are passed to the "Results" stage

 

Results

• Handed Off For Implementation
• The "Handed Off For Implementation" step is for improvements that have been selected for implementation.
• There is no configured tool type for this step
• Administrators can configure a tool type for this step if additional analysis is needed
• Not Handed Off For Implementation
• The "Not Handed Off For Implementation" step is for improvements that have not been selected for implementation.
• There is no configured tool type for this step
• Administrators can configure a tool type for this step if additional analysis is needed

 

Challenge Feedback Survey

• After completing your Optimize challenge, survey your Challenge Sponsor to build your track record and uncover ways to improve. 
• Surveys are managed under Pipeline Setup > Feedback Survey

• Select Send Survey to compose an email to the Sponsor. Here, you can any additional details or implement dynamic fields.

• When ready, select Send Survey
• The Sponsor will receive an email with a link to the survey.  
  • Note: The survey is responsive for mobile devices
• Surveys will appear similarly to the example below:

• Once the Sponsor completes the survey, all Initiative Administrators will be notified to view the results under Feedback Survey
• Note: Survey questions and answers cannot be edited at this time.