Optimize (Improve a Business Area)

Want to solicit ideas for improvement? With our Optimize app, you can collect suggestions from employees to make incremental, yet powerful improvements to a business area.  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
• 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.

 

• Once there select "Set Up Optimize Challenge"
• Fill out your title, description, audience to complete the wizard.

  

Site Home Page

• Once you create your new Optimize challenge, 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 this list of user roles that are 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:
• Improvement Submission
• Submission
• Improvement Evaluation 
• Initial Screen
• Evaluation 
• Prioritization
• Results
• Handed Off For Implementation
• Not Handed Off For Implementation

 

Improvement Submission

• Submission
• Once a user submits an improvement it will be put into the "Improvement Submission." There is no associated tool type configured for this step.
• Administrators can configure any tool type for this step if evaluation is needed before improvements progress 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 and "Stack Rank" action item after an improvement is added 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 improvement 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 improvement 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

 

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

Challenge Feedback Survey

• After completing your Optimize challenge, send a survey to your Challenge Sponsor to build your track record and uncover ways to improve. 
• To get started, navigate to your Optimize Challenge Pipeline menu, and select 'Feedback Survey'

 

• Once there, select 'Send Survey' to compose your email to your Sponsor. Here, you can add in any further text or dynamic fields to send to your Sponsor.

• Once all set, select 'Send Survey'
• The Sponsor will then receive an email with a link to the survey.  
• Note! The survey is responsive for mobile devices! 
• The Sponsor will receive a survey much like the below:

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